Being an executive wealth advisor, I enjoy helping people. Helping people make a better life for themselves through Life Insurance, Investments and Real Estate Investing.
I like to educate people about the importance of taking control of their finances so that they may feel empowered by the possibilities the future holds. Life is a series of changes or transitions through education, employment, marriage, or becoming a parent. Each transition has its own set of financial challenges. Having personally journeyed through job loss, divorce and near bankruptcy, I know firsthand how education can help when it comes to investing with the goal of generating passive income.
Over 25 years ago I emigrated from Puebla, Mexico to Canada, after completing my certification as a Professional Engineer. For years I climbed the corporate ladder working from technical positions to a senior leadership role as Program Manager. I built a great international engineering career and was well respected in my field.
Eventually, for reasons beyond my control I was downsized and packaged out from my job, all while I was going through a divorce. It certainly was a period of transition for me in all aspects of my life. At that time, I remember feeling lost, overwhelmed and uneasy about my next steps. I’ve always considered myself smart but I was overwhelmed with my financial decisions. I felt I should know better. That’s when I decided to take control.