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Creating Financial Resilience In A World Of Uncertainty

A talk by Kirk Chisholm
Wealth Manager, Innovative Advisory Group

Speaker expertise

Kirk Chisholm is a wealth manager and principal at Innovative Advisory Group. He has over 20 years of experience managing money for High Net Worth individuals and their families. He has successfully navigated his clients through 2 bull markets and 3 bear markets using his “risk management first” philosophy.


Our next presenter is Kirk Chisholm, who is a wealth manager and principal at Innovative Advisory Group. A few of the topics Kirk will discuss today are; what should you do in times of crisis, and how to turn crisis into opportunity.

Kirk is an original outside the box thinker who has influenced thousands of people in the financial services and accounting industries. He is an expert in alternative investments held in self-directed IRAs, risk management, financial resilience and strategic financial planning. Kirk was ranked the #7 most influential financial advisor in the US by Investopedia and he is frequently quoted in major media publications.

Kirk is also the host of the Money Tree podcast, it is one of the longest-running investing podcasts in the world.



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