We came to National Bank Financial as one of the original teams about
20 years ago. At that time, we were three partners who shared all the
expenses and gradually grew the business over time, developing many
business plans for the firm. We’ve worked alongside each other to grow
into what is now five offices, almost 30 people, with different
leaders and multiple generations of advisors. It’s been a lot of fun,
and we’ve helped a lot of people. I’ve been in the industry for over
20 years, but it’s so different from my experience at Fairway because
there are multiple advisors and locations now. I’m the portfolio
manager at one location, but I do have a team, and our team structure
is a bit different. We focus on both portfolio management and
administration. There are three of us in portfolio management and four
of us in administration, including a co-op student. It’s different,
but we are both successful. There are many ways to be successful in
this business, and there are many different types of clients. Here, we
can work in a way that suits our clients, ourselves, our families, and
our communities, and really make a difference. At the end of the day,
entrepreneurs and things change, and National Bank gives us the
flexibility to adapt. Just because Paul found success with his
approach at Fairway doesn’t mean that I have to do it the same way.
National Bank lets us do it our way.