06/03/2026
It was 10 years ago today I found out I passed my licensing exams and was able to start as a Financial Advisor.
10 years in the financial services industry...
➡️starting as a Financial Advisor for Freedom 55 Financial...
➡️then moving into management with Freedom 55 Financial (which would eventually become Canada Life)...
➡️then back to the advisor role with Canada Life (for a short time)...
➡️then branching off to be an Independent Financial Advisor...
➡️then incorporating my practice and running my own firm.
It's been a HELL of a ride!!
It's also my birthday so, if you need me, I'll be spending most of the day playing Mario Kart!