About Chris

CHRIS CLARKE is a Chartered Professional Accountant (CPA), Trust and Estates Practitioner (TEP),  Registered Financial Planner (RFP), Family Facilitator, and is also certified as a Family Mediator by the Canadian Association of Family Enterprise (CAFE).

Chris is CEO and co-owner of First Affiliated Holdings Inc., a Family Office firm which helps families in Toronto, across Canada and overseas manage their finances. Chris and her team assist their client families with a wide array of wealth, lifestyle, and legacy issues, an approach which earned them recognition from the International Society of Trust and Estate Practitioners (STEP) as one of the world’s top multi-family offices.

Chris and her team at First Affiliated spearheaded the development of the independent Multi-Family Office (MFO) in Canada over thirty years ago. Chris continues to innovate today leading the business operations at First Affiliated, modeling best practices, providing market education through the First Affiliated Academy and facilitating philanthropic initiatives through the First Affiliated Foundation.

Chris and her husband, Karl Mortveit, are living an inspired life in the countryside near Thornbury, Ontario where their three adult children thrive and their national business continues to grow.