I feel extremely fortunate to have found a profession that makes me feel alive, that I am skilled at, and that allows me to impact people’s lives and their financial outcomes for the better. I love what I do.
Growing up in small town Manitoba in a non-affluent family, I didn’t receive a lot of the financial guidance one might get from a family that intentionally manages their wealth. Realizing this at young age made me incredibly driven to understand how wealth is built, managed, and protected. And not having money in my youth made me appreciate every dollar I earned. It also made me learn from every dollar I could have used or leveraged better. I have the same appreciation and respect for my clients’ dollars.
Having the opportunity to listen to people, to empathize with their situation, and to provide financial guidance in areas they have questions is one of the most rewarding parts of my job. The world of finance can be confusing and overwhelming at times, I believe a key part of a Financial Adviser’s role is to put that abstract world into a framework people can relate to and understand.
Even the most respected Financial Advisers cannot control the markets, but they can control their quality of service, they can meticulously plan, and they can execute with precision. This is what LT Wealth Management Partners strives to do every day.
I work with a wide range of clients and they all have one thing in common – they’re nice people. In fact, that is one of the core criteria to becoming a client of ours. At LT Wealth Management Partners, we believe that having mutual respect for each other is a prerequisite to building a long lasting relationship.
Everyone needs financial advice at some point in their life, and finding the right adviser is crucial to getting the right advice. I believe a great Financial Adviser is like a personal trainer, who helps you plan for success, and watches out for you to keep you disciplined so you achieve your long term goals.
One thing I am also adamant about is a proper work life balance. I like to play hockey in the winter and golf in the summer. My motorcycle is always insured as well so I can get a ride in periodically and escape the city. And whether it is completely accepted in society yet or not, I have to admit I am fascinated by mixed martial arts. Although I don’t practice the sport, I am a spectator at many mixed martial art events and even sometimes travel to see the fighters in person.