What do you enjoy most about wealth management?
I enjoy the lasting relationships and trust you form when helping people achieve their financial goals.
What’s the biggest challenge?
Separating the background noise in a client’s life from their goals so that you can focus on what really matters.
What do you love most about being part of Capital Partners?
I choose to work with smart people; it brings out the best in me and creates a fantastic work culture.
What quality of yours makes you suited to what you do?
I focus on trust and loyalty; I can’t think of two more important qualities when helping others with their finances.
How should people think about their wealth?
Direction is important. Start creating wealth on purpose and you’ll be amazed at what you can achieve.
What do you love to do outside of work?
I’m part of a big family so there is always something happening. Outside of that: running, cycling, swimming, surfing, snowboarding – if it is outdoors related I’m there.
What does your ideal holiday look like?
I’ve travelled quite a bit but have never found anything close to what we have right here. Give me a summer down at Eagle Bay, please.