Home: Manitoba. Age: No longer young, not quite over the hill, on the doorstep of a midlife crisis. Birthplace: Winnipeg. Profession: Finance. Organization: CG Wealth Management. Title: Senior Wealth Advisor & Senior Portfolio Manager. Pronouns: He/Him/His. Significant other: My lovely wife, Jodi. Alma mater: University of Manitoba (B. Com., with honors).
Current project: Working towards a purple belt in Brazilian Jiu-Jitsu. Recent recognition: Our team was included among the Best in Winnipeg for Financial Planners in 2023. Recent professional development: Obtained my Charted Market Technician (CMT) designation. Latest contribution to others: The primary purpose of my job is to help others manage their finances and meet their financial goals. Knowing I give people that peace of mind makes me feel good about the work that I do. What’s been your big (or biggest leap)? Starting my own charitable initiative, the Pet Life Animal Fund, along with my wife, Jodi. Hobbies: I practice Brazilian Jiu Jitsu. Recent travel or adventure: New York City, including a visit to visit the floor of the NYSE. Last book read: What’s Our Problem, by Tim Urban. Recently viewed and recommended: Succession (HBO).
Personality profile: Analytical, empathetic, approachable. What one word would your closest friend use to describe you? Thorough. Moral compass: I always put myself in the place of other people, and don’t rush to conclusions. How do you define a perfect friendship? Sharing the same core values. How do you define an ideal business relationship? One where you both operate in the space where you perform the best, to create a cohesive unit. What is your greatest joy? Helping others. What is your greatest fear? Sharks. I saw Jaws as a kid and have had nightmares ever since. What is your guilty pleasure? Peanut Butter sandwiches and reality TV.
What is your favorite place (or way) to spend money? Invest it. Or, if I’m forced to spend it, then on travel. What is at the top of your bucket list? Travel to Europe. How do you relieve stress? My wife and I enjoy watching stand-up comedy together. What is your go-to workout? Brazilian Jiu Jitsu is a pretty stellar workout. What ingredient is essential to your perfect vacation? Time.
What was your first paying job? Paper route, age 7. What was your favorite college course? Business Government Relations. The professor was fantastic! What was your favorite childhood toy or game? Gameboy. What movie have you repeatedly watched? As a kid, Teenage Mutant Ninja Turtles. As an adult, Heat. What’s prominently featured on your home or office wall? A photo of the Human Rights Museum taken by my co-worker Adam. What’s the best advice you received in your career? Never stop learning. What is your favorite app? YouTube. A great source for how-to videos and entertainment. What is your go-to source of news and information? My local newspaper or podcasts.
What change are you working on to effect in your profession or field? Changing the narrative that only the wealthy can benefit from early financial planning. What change would you like to see in the world? That more pets have access to necessary veterinary care, which is why I created my own charitable initiative to address the matter. What widely held belief do you reject? That one size fits all in terms of developing a financial plan for the future. What mega-trend most excites you? That younger generations are beginning to invest early.
What title would you choose for the movie about your life? Clinton Orr. An intriguing story about a boy who loved numbers. What actor would you choose to play you in the movie about your life? Stephen Merchant, maybe? It’s hard to say. Who would you like to spend an evening with, in heaven? My dog, Bubba. As a kid, what did you first want to be when you grew up? A professional hockey player. After your loved ones, what object would you first save from your burning home? My phone. How would you choose to spend tomorrow, if you knew it was your last day on earth? Alongside my wife, doing literally anything. What advice would you give your younger self? Self-doubt is normal, don’t let it distract you. What day in your life would you choose to re-live? My wedding day. I married my wife on my in-law’s front yard, it was a lot of fun.
Personal mission: To help give peace of mind to older generations. Favorite quote: “Most people need consistency more than intensity. Intensity makes a good story. Consistency makes progress” (James Clear).