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 Live Workshops will be scheduled once a week for 4 weeks. All sessions will be recorded and available for later viewing. The topics & dates will be as follows: