“I’ve always been self-employed. What’s the next journey for me? I want to enjoy life, there’s more to it than this grind. What’s my calling and all these things. And yeah, it lined up quite well where 2019 I sold the previous business and this just happened to be an opportunity where we needed to to do some heavy work, to get all the BNI members shifted to the online.”
While obtaining his Bachelors of Mathematics degree at the University of Waterloo he discovered his passion for all things involving Finance.
During the course of planning with a wide array of clients over the past several years, he has seen how often Financial Planning is overlooked and its power under estimated.
This has only fuelled his passion and desire.
As the world around us, the economy and our lives continue to change at an incredibly rapid pace, it has become that much more critical for us to become proactive and create financial plans for ourselves.
For those professionals that are employed, self employed and own their own business, creating a Financial Plan can create a clearer picture for today and a road map to tomorrow.
For the past several years he has been working with clients to help them plan. Together we strategize too: work towards succession, Increase employee retention, protect their businesses against unplanned events, and work towards retirement.
Specialties: Retirement planning, Employee benefits plans, Risk management
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Topics discussed in this episode:
Small Business owner
Networking
Financial services
Imposter syndrome
Faking your passion
Mental health
Learning about others
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