Our Purpose
Thank you for taking the time to visit our team’s website. For one reason or another, you are here to learn about our team, what we do, and what drives us every day to continue doing it.
My passion for wealth management and investments started with my love for psychology. I was always fascinated with the stock market. It’s the collective of what the entire world is thinking at one specific point in time. Optimism, pessimism, euphoria and panic; it’s all being played out in front of you in the markets.
While studying Psychology at York University, I had envisioned having my own psychology practice one day. I dreamt of working with patients to reduce stress, discuss their concerns and help add to their overall quality of life. However, I realized that many of life’s stresses are often tied to finances and the complex emotions attached to them. My desire to help people mixed with my fascination with Social Psychology eventually led me to a career as an Investment Advisor. Although different in nature, I bring the exact same purpose that I envisioned for my elusive career in Psychology; to help reduce stress and to deliver peace of mind.
I leverage my background in Psychology to bring a people focused approach to Wealth Management. I emphasize coaching and helping my clients attain their goals, and not just the financial ones. My role as an Investment Advisor is as much a personal coach as it is a wealth manager. My focus is on the purpose of why we are growing your portfolio or protecting your capital, not just the investments themselves.
As you are going through your own due diligence process of selecting which Investment Advisor may be the right fit for you or who would be a good addition to the team you already have in place, do not hesitate to contact me to discuss any details of my practice that you would like to learn more about.
Also, if you have a good book recommendation or recipe to share, I’d love to hear from you.
Talk soon,
Ryan
