My Story
Hello and thank you for taking time to explore your options in partnering with an Investment Advisor/Wealth Advisor.
My personal mission is focused on being worthy of trust and respect, which remains a key element of my vision when working with clients. Each day, I’m committed to taking care of my clients and continuing to improve their experience through the services I provide. I understand that no two businesses are alike, and neither are my clients. That’s why I carefully analyze your objectives, purpose and risk appetite as foundation of a customized wealth management approach and position myself as a go to advisor for a wide range of financial and lifestyle needs.
Why Financial Services Career
Growing up as a young adult in rural Kenya, I was always curious about the world around us and the practical nature of how money played a significant role in decisions and choices my family made and those around us. With an eagerness to learn, change our economic situation and a role to impact the world, I relocated to Canada as an international university student, an experience that would serve as a life lesson in the value of hard work, discipline, perseverance and a commitment to long term thinking.
Still and all, it wasn’t until graduation when I began working at a bank retail branch, when I recognized many people lacked the basic financial and investing knowledge to make informed life transition decisions and choices. These experiences and a real passion for working with people ignited a genuine interest to further my career in financial services, with a focus on providing independent advice to empower and transform clients to become better educated consumers of financial options available to them.
Why I'm Unique
Philosophy: a progressive thinker & customized portfolios
I have always valued working with clients on a personal level with tailored ideas and strategies. After spending years at retail bank branch, it was understandable that one size fits all portfolios did little to serve the needs and goals of affluent individuals/families, professionals and business owners. As an acknowledgment, I chose to transition into wealth management side of the bank, which provides an autonomy to empower investors and recommend strategies with no alignment to any set of solutions, strategies, or investment vehicles. Significantly, our portfolios are built using direct ownership of equity securities and investment grade bonds when appropriate as a foremost way to protecting and growing client's capital .
Process & integrated team
With a breadth of knowledge alongside an extended team of experts, I have developed a process that has helped numerous individuals and families manage and implement customized solutions that inspire confidence. Portfolio returns are important, but so is identifying tax efficiencies, risk management strategies and reduced fees to help ensure your net returns don’t fall short of your long-term goals. Our discretionary investment management process calls for our duty to act as a fiduciary for clients through a well constructed portfolio where our interests are aligned with clients' long-term goals.
Relationships & service matter
While I’m passionate about managing clients’ portfolios, its building trusted relationships that bring the most satisfaction. I have a dedicated commitment, diligent work ethic with a human touch of honesty, empathy and humility and have always been available for my clients. On several occasions, I have earned recognition for going an extra mile in spite of the highest expectation. I'm always striving for better work alongside sound judgment which often leads to outstanding solutions for client problems. As an Advisor, I seek to honor the privilege of my client's trust by providing a premier service which fosters deep and long term relationships.
Choosing an Investment Advisor/Wealth Advisor is an important decision and want to ensure you feel confident. I look forward to connecting with you and earning the right to be your trusted partner and in the process, become invaluable to your success.
Chat soon,
Jeremiah
