Who is the STRATalorian?
The STRATalorian began his career as an Investment Specialist working for a boutique firm in the Toronto Stock Exchange building. During his time as a licensed Financial Advisor he helped many clients navigate financial challenges, including the Great Financial Crisis and its fall-out. He has been an active and successful trader since the early 2000s, working with stocks, options, futures and options on futures.
He has completed numerous industry designations including Certified Financial Planner (CFP), Chartered Market Technician (CMT) and the prestigious Fellowship of the Canadian Securities Institute (FCSI). He has been teaching at a college for over a decade, working on training future licensed Financial Advisors and aspiring CFP designation candidates. His legacy is his students, who go on to help families plan for their future.
Over his career he has been an Investment Specialist, Account Manager, Financial Planner, and Alternate Branch Compliance Officer. After almost a decade as a licensed Financial Advisor he retired his Securities license to transition into Corporate Head Office. He currently works for one of the world’s largest financial institutions, concentrating on advanced Financial Planning for high net worth clients. He has assisted hundreds of families build, preserve, and transfer real generational wealth and taught hundreds of students to do the same.
The topics & dates will be as follows: