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Helping business owners and professionals achieve financial independence through tailored wealth management and tax-efficient strategies. ♦ Associate Portfolio Manager ♦ Co-host, The Empowered Investor Podcast ♦

I am jumping on The Bear train. The Bear is a remarkable show. It truly gives you a look into the food industry and what goes behind creating a fine dining experience. The show also has amazing character development and is a window into the human condition. To create a mind-blowing fine dining experience you need: -A creative chef. A mastermind behind the operation. -High quality ingredients & balance between the different components. -A loyal band of line cooks (Read Kitchen Confidential by Anthony Bourdain) -An extreme high level of hospitality (Read Unreasonable Hospitality by Will Guidara). You miss one of these and it could ruin the experience. When you get to live this you realize that the price can be irrelevant as the experience has provided value. I see parallels between a fine dining experience and a well crafted integrated plan. -You need a team of professionals who coordinate and orchestrate the operation just a like a chef. -You need high quality and simple ingredients to build a portfolio. -You need a team behind to help you execute the plan and keep the operation running. -You need a high level of hospitality. Every interaction with a client should aim to clarify, inspire confidence, and demonstrate value. #food #financialplanning #advice #clientexperience P.s a fine dining experience does not have to cost a fortune. I personally like laid back restaurants with a casual vibe. the type where you can go with jeans and a t-shirt. Here's my unsolicited list of recommendations: -Montreal Plaza. Charles-Antoine Crete is a true creative genius. -Mastard. Chef Simon Mathys has truly created an affordable fine dining experience and trust me it does not disappoint. -Beba. Ari & Pablo Schor have created one of the coziest and nicest experiences in the city.

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Karin Oram

Master's degree at McGill University

3mo

Well said!

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