More than an advisor
we're your partner
About Us
At ColdBerry Wealth, we believe great financial advice matters most at life's most important moments, whether you're building wealth, protecting it, or preparing to enjoy it in retirement.
We're an independent, solo advisory practice based in Waterloo, Ontario, serving clients across the KW region and Ontario. Whether you're in the early stages of building your wealth, navigating the years leading up to retirement, or already retired and focused on making your money last, we're here to provide honest, conflict-free advice tailored to where you are and where you want to go. There are no affiliations, no product quotas, and no hidden agendas here. Just straightforward, client-first guidance from someone who genuinely cares about getting it right.
Who We Are
ColdBerry Wealth was founded by Chris Burke, a Waterloo based Aerospace Software Engineer turned investor and Wealth Advisor. Chris brings over a decade of rigorous analytical experience and years of hands-on investing across public markets and real estate to every client relationship. His background isn't typical for this industry and that's exactly the point. He thinks like an engineer, invests like a practitioner, and advises like someone who has real skin in the game.
Chris Burke
Wealth Advisor
Chris Burke didn't start his career in finance, he started it solving hard problems. After earning his Electrical Engineering degree from the University of Calgary in 2015, Chris spent over a decade as a Software Engineer in the aerospace industry, where complexity had to be tamed, risks had to be managed, and the details always mattered. Even before graduating, he developed a deep passion for investing, spending years building his own wealth across public markets and multi-family real estate.
That combination, the discipline of an engineer and the instincts of a seasoned investor, is what sets Chris apart. He knows what it's like to put his own capital to work, navigate market cycles, weigh risk against reward, and make decisions with real consequences. What started as a personal pursuit became a calling. Helping others navigate the same financial decisions with clarity, confidence, and a plan built around their life.
Today, Chris channels all of that experience into helping clients build and protect their wealth with the same care and conviction he applies to his own.
Who We Help
Wherever You Are in Your Financial Journey, We've Got You.
Living in Retirement
Retirement should feel like freedom. We help ensure your income is sustainable, your wealth is protected, and your legacy is thoughtfully planned.
Planning for Retirement
You've worked hard to get here. We help you transition into retirement with a clear, confident plan. One that's built around your timeline, your income needs, and your vision for what comes next.
Building Wealth
You're focused on growing your net worth with discipline and intention. We help you invest strategically, minimize unnecessary tax, and avoid the mistakes that quietly erode long-term returns.
Wherever you are on that journey, we bring the same rigour, independence, and commitment to your financial success. We serve clients locally in Kitchener-Waterloo and Cambridge, and work with clients across Ontario.
Our Values
Principles that guide everything we do
Independence Above All
No affiliations, no quotas, no conflicts. Our only obligation is to you.
Goals Before Markets
Your milestones anchor the strategy, not the other way around.
Tax-Smart Investing
Keeping more of what you earn is just as important as growing it.
Evidence Based Decisions
Every recommendation is grounded in data and research, not noise.
Ready for Advice That's Actually Built Around You?
Whether you're just starting to get serious about your wealth or you're on the doorstep of retirement, the right advice at the right time makes all the difference. Let's start with a conversation.
No pitch. No pressure. No obligation.