Sattu Mahapatra

Chris is a professional and passionate CERTIFIED FINANCIAL PLANNER professional. He has the knowledge, skills, experience & the ethics to collaborate with you to build your financial plan. Chris understands that life is complicated & figuring out how to reach your goals can be overwhelming. There’s an endless amount of information out there and it can be hard to even know where to start. He simplifies complex financial matters for clients and looks at their whole picture to help them build a plan that lets them Live Life Confidently.

Previously in his career, Chris was a chemical engineer for international companies and was tasked with managing centi-million dollar ($100M+) projects. He now uses those process optimization & management skills to enhance our clients’ financial plans and identify opportunities that are often overlooked.

In the community, Chris has always volunteered his time to causes he is passionate about. Through his early years in Australia, Chris spent over 1000 volunteer lifesaving hours on the beach and held numerous positions within his surf lifesaving club. Recently, Chris has dedicated his time to the Vernon Paddling Centre, leading the not-for-profit & sourcing over $35,000 in grant money to help develop the adaptive paddling program Vernon Adaptive.

On a personal level, Chris and his daughter Aurora enjoy all that the Okanagan seasons have to offer, skiing, skating, swimming, tennis, paddling, golf, hiking & cycling are some of their favourite activities.