Sense of humour of a German math teacher - dry, mechanical, seldom funny.
In awe and in love with the next generation - little to teach and so much to learn from them!
Background
Before this field — sold two small businesses at a profit, worked as a credit risk analyst in corporate lending, eventually director. Entered financial advisory in 2004 with Investors Group. Became independent in 2008, partnering with accountants, mortgage brokers, and real estate agents. Recruited and mentored new advisors. Sold agency in 2020. Since then operating solo, focusing on helping business owners grow and preserve wealth across generations.
Regulatory Information
Registered as a mutual fund representative with WhiteHaven Securities Inc. and licensed as a financial security advisor in Québec and Ontario.
Titles as required by regulators:
- Conseiller en sécurité financière / Financial security advisor
- Conseiller en assurance et rentes collectives / Group insurance and group annuity plans advisor
- Enregistré avec iAssure Inc. / Registered with iAssure Inc.
- Représentant de courtier (Épargne collective) / Dealing Representative (Mutual Fund Dealer)
- Enregistré avec WhiteHaven Valeurs Mobilières / Registered with WhiteHaven Securities
Important: Mutual funds are offered through WhiteHaven Securities Inc. Insurance products and certain other services are provided through iAssure Inc., an independent firm in the insurance of persons and in the group insurance of persons. These activities are neither the business nor the responsibility of WhiteHaven Securities Inc.