Throughout my career, I've dedicated myself to the finance sector, gaining experience at some of Canada's top banks where I assisted clients with investments, financial planning, and lending. A few years back, I transitioned to an independent advisory role, focusing on mortgages, life insurance, disability, financial planning as well as asset protection and long-term wealth creation for clients.
What I cherished most was the client interaction and the marketing facets of running my own mortgage brokerage and financial planning business. This passion led me to divest my financial services business, pivoting towards aiding companies to enhance their online marketing and client engagement strategies.
Elevated interest rates are bad news for anyone looking to finance a major purchase, but they are music to the ears of savers looking to compound their deposits.