Can we agree that financial literacy and financial planning are critical to succeed financially?
15+ years in the financial sector as of June 2025 and it amazes me to this day how little things have changed. Financial advisors sell white label or only take on high net worth clients. Insurance agents, still failling to educate on the different types of products and sell what makes them a higher commission. It’s no wonder Canadians are unsure of the truth anymore. However, that’s what makes my team and I different. Canadians, know how to make money and by products they know… they need (or should have), but what they don’t know is how it all works. They are unsure if they are going to succeed financially, how the products they have benefit them and some haven’t even started; simply because they don’t know where too.
This is where we come in. We focus on teaching families/individuals how finance works. Tips/tricks and financial concepts to help them make better sound decisions for their future. Instead of telling someone why they should be my/our client and work with our companies, we do a complete financial review. Check in with one’s goals/dreams, and see if what they have currently is helping them get there, or what changes can be made to assist them. If you had the road map and someone to assist you along the way through life’s challenges, you’ll have a better chance at achieving results.
Since entering the industry, I’ve successfully achieved four government licenses in various parts of the financial sector and mentored/trained agents to help families/individuals, just like I would. The biggest reason why I have more than one license… is to allow me the opporunity to educate in more than one area. Become that one-stop shop for families, and not limit myself to a product or service. Not white labelled, not selling one product to make higher commissions and we’re able to work with families in all financial brackets. That’s important to me.
I grew up mainly classified as a single parent household. My mother didn’t meet high industry wealth statuses for additional sit-downs to teach her financial literacy. It still is barely taught in schools today, and because my mom (respectfully) solely knew the big banks (and anything taught by the generation before which is typical), she trusted them like many others and ended up making less better financial choices had someone “educated/explained” how our financial products in Canada work, and how to achieve better results.
That’s why my team and I are here. To hopefully continue help making a difference for Canadians and helping them too achieve their goals and dreams.