Home: Oakville, Ontario, Canada. Age: Older than I look. Profession: Finance. Organization: Portage Wealth. Title: Senior Associate Wealth Advisor. Languages spoken: English and Spanish.
Recent professional development: Portfolio Management Techniques and Advanced Investment Strategies. Latest contribution to others: Donate to various charities, including Princess Margaret Cancer Foundation. What’s been your big (or biggest leap)? Pioneered cross-border investments with my boss at our existing broker dealer. Hobbies: Basketball and fitness (working out).
Personality profile: Competent, hardworking. What one word or phrase would your closest friend use to describe you? Hard worker. How do you define a perfect friendship? Trust, friendship and honesty. How do you define an ideal business relationship? Trust. What is your greatest joy? Family. What word or phrase do you use far too often? Excellent. What is your favorite place (or way) to spend money? Investing.
What emojis best describe you? 👨👩👧 💯.
What was your favorite childhood toy or game? Monopoly. What’s the best advice you received in your career? Make sure what you’re doing today gets you closer to where you want to be tomorrow. What is your favorite app? Stock market app. What is your go-to source of news and information? Financial Post and Globe and Mail business section.
What change are you working on to effect in your profession or field? Continuing education to better service our clients at work. What message do you want to send out into the world? Be kind to each other. What mega-trend most excites you? Artificial intelligence.
What title would you choose for the movie about your life? Success After Hard Work. After your loved ones, what object would you first save from your burning home? Family albums. How would you choose to spend tomorrow, if you knew it was your last day on earth? Spend it with family. What advice would you give your younger self? Save and invest early. What day in your life would you choose to re-live? First day I wore a suit to work.
Personal motto: Make sure what you’re doing today gets you closer to where you want to be tomorrow. Favorite quote: “In investing, discipline matters. Investing is like a bar of soap; the more you touch it, the smaller it gets” (Warren Buffett).
