With 20 years in financial services, Chris specializes in financial planning, tax strategies, insurance, and estate planning. Holding BC Mutual Fund and Insurance licenses, he brings deep expertise and leadership experience, including time as President of KFS Financial Services Inc. Chris is committed to personalized solutions that help clients achieve their goals while living fully today. Outside of work, he enjoys golf, skiing, hiking, and volunteering in his community. His client-first philosophy focuses on preparing for the future without missing out on the present.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond just managing money. At KFS Financial Services, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.
Book a meetingMeet the team
Chris Bell,
Wealth Planner
Lisa Lesy,
Administrative Assistant
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
Narges Khalili
Associate Portfolio Manager
Chris Bell,
Wealth Planner
ABOUT
Lisa Lesy,
Administrative Assistant
ABOUT
With eight years of experience, Lisa Lesy brings a strong background in business management to the financial services industry. She’s committed to creating exceptional processes to support her advisor as he administers personalized financial planning. She holds a Business Management diploma from Selkirk College.After completing post-secondary education, Lisa began her career as an Administrative Assistant at Sun Life Financial, where she gained valuable experience in client support and operational efficiency. Since 2018, she has been an integral part of KFS Financial Services, assisting the team’s advisor with operational excellence so he can build comprehensive financial strategies that help clients achieve their goals.Outside of work, Lisa enjoys a variety of creative and recreational pursuits, including bowling, gardening, painting, and photography. These hobbies reflect her attention to detail and passion for growth, qualities that she brings to her work with clients.Lisa is dedicated to providing exceptional service and building strong relationships with clients, making sure they feel supported and confident in their financial journeys.
Sameer Amin, MBA, CIM®
Supervising Portfolio Manager
ABOUT
Sameer Amin is a Portfolio Manager at Optimize. He leads a team of associates, making sure investment strategies align with each client’s goals, risk tolerance, and time horizon. He collaborates closely with advisors to deliver consistent, well-informed guidance to the families they support.
Drawn to the financial industry by a passion for solving complex problems, Sameer finds fulfillment in helping clients navigate key decisions with clarity and confidence. He values the trust that’s built through the process of turning market insights into actionable, long-term strategies.
Outside of work, Sameer enjoys travelling with his family and exploring new places for both relaxation and perspective.
Narges Khalili
Associate Portfolio Manager
ABOUT
Narges Khalili is an Associate Portfolio Manager at Optimize who aligns each client’s investment strategy with their broader financial goals. She takes a personalized approach, helping clients feel informed, confident, and supported throughout their entire financial journeys.
Motivated by a desire to make a meaningful difference, Narges believes financial clarity is key to gaining peace of mind. She is passionate about simplifying complex topics and building strong relationships that empower confident decision-making.
Outside of work, Narges practices martial arts and kickboxing. She also enjoys exploring new restaurants in Toronto and learning through reading and listening to podcasts.
Team Values
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At KFS Financial Services, trust is the cornerstone of our work. We are committed to acting with honesty and transparency in every interaction. Our clients know they can depend on us to prioritize their best interests, deliver clear and unbiased advice, and always follow through on our promises. By fostering a foundation of trust and mutual respect, we build long-lasting relationships that help our clients feel confident, secure, and supported throughout every stage of their financial journeys.
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We are committed to providing exceptional, personalized service that reflects each client’s unique financial goals and priorities. By taking the time to understand the distinct needs of each investor, we design strategies that achieve meaningful results. Our dedication to proactive communication and attentive care makes every client feel valued, supported, and confident. We promise to always focus on what matters most to clients — success.
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Teamwork is essential. It’s through our team’s combination of diverse expertise and perspectives that the best possible solutions for our clients are delivered. By collaborating internally and working closely with clients, we create strategies that are dynamic and adaptable. We believe that working together produces stronger outcomes, fosters trust, and allows us to tackle even the most complex financial challenges effectively.
Timeline
Supporting our community
KFS Financial Services proudly supports Food Banks BC through regular donations. Our contributions support the mission of connecting individuals and families in need with access to essential support, particularly during the holiday season and times of hardship. Our involvement reflects our commitment to fostering a stronger, more compassionate community.
Our team actively supports Community Futures Central Kootenay, a non-profit, social enterprise that provides businesses and entrepreneurs support throughout the region. With our involvement, we empower our local economy, connecting business professionals with training, loans, and counselling support. We’re dedicated to building a thriving community.
Our team actively supports Community Futures Central Kootenay, a non-profit, social enterprise that provides businesses and entrepreneurs support throughout the region. With our involvement, we empower our local economy, connecting business professionals with training, loans, and counselling support. We’re dedicated to building a thriving community.