A little bit of history about me… and why I became a wealth advisor.
This is my family – my wife Lisa and I with our two sons Matthew and Lucas. I’m very grateful to be surrounded by a loving and caring family.
Life goes by so fast! It’s already been 20 years since I first met my wife while vacationing in the Caribbean and moving to Toronto from Montreal.
I spent my first 10 years working in the marketing and sales departments at various financial institutions. I gained a lot of experience, learned about investor behaviour, as well as the ins and outs of how the financial industry communicates and markets to them.
To my surprise, and perhaps being a little naive back then, I sadly realized how often the financial industry plays on investor fears, greed and the desire for short-term rewards (or fixes) as a mean to influence their behavior, beliefs in certain concepts or products, ultimately to drive corporate profits. Add to this the overwhelming amount of unnecessary and riddled with jargon information, it’s no wonder that investors are often emotionally caught up, focus on the wrong things, making decisions that are not aligned with their values. Very little attention is actually spent on what really matters to investors in the long run.
After realizing this significant dislocation between the financial service providers’ “wants” and financial services consumers’ “needs,” I decided to become a wealth advisor and make it my purpose to help Canadians understand and act on their true personal and financial values. Helping them articulate what and who they care about and why, and what kind of life they want to live now and in the future, so I can guide them in achieving financial health and well-being. It’s so much more than having a well-managed portfolio; it’s really about building a solid foundation for life and potentially the next generation.
My goal is to empower my clients with the information, tools, and guidance they need to become confident, even savvy, financial decision-makers while navigating life events, and ultimately to achieve their life goals.