Kristan K. Birchard, BA, CFP, CLU, CH.F.C., TEP
Ottawa Vice-Chair
Kris
has been a member of the Association for over thirty
years. During this time he has served on the Chapter
Executive in Ottawa, as well as the national Board
of Directors, and is currently a Vice-Chair, and has
served as Chair of the CLU Institute. He is a Charter
Member of the Conference for Advanced Life Underwriting
(“CALU”) and a Century Initiative member.
Kris served six years as an Advocis representative
on the Board of the Financial Planners Standards Council.
Kris’
practice focuses on advising small business owners
and professional practices on succession, and estate
planning issues.
Kris
is involved within his community having served on
the Boards of several charitable and community organizations.
Kris can be contacted via email at kris@eagleinsurance.ca.