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President, CEO - Freeing all Canadian captive advisors/clients. Improving Canadians knowledge of Corporate and Personal taxation, MCO Private Wealth
What kind of CFP do you want to be? Having been one I wasn't proud of, when I worked for a company that my goals didn't align with, I quickly learned I wanted to be 5 things: 1) A CFP that could set my own fee structure and pricing 2) A CFP that could do fee for service and still get paid even if I didn't bring on assets 3) A CFP that could say and do what I wanted on social, without fear of repercussions from head office 4) A CFP that could work anywhere in the world 5) A CFP that had an entirely open investment shelf If you don't have all of these things as an advisor and would like them all, reach out I can show you how MCO Private Wealth Fulfilling our vision to our clients and ourselves #CFP #vision #goals #growth
Couldn't be happier where I am today. Can you say the same?
Breaking free from corporate chains to craft a financial planning service that’s as unique as your fingerprint! ✨🔗💼 It’s incredibly brave to step out of the comfort zone and redefine success on your own terms. What’s the most rewarding part of being able to set your own rules and help clients on your own terms? What advice would you give to someone looking to break free from traditional financial planning models?
President, CEO - Freeing all Canadian captive advisors/clients. Improving Canadians knowledge of Corporate and Personal taxation, MCO Private Wealth
2moThank you to my dad for pointing out a spelling/grammatical mistake 12 hours too late, haha