We came over here to National Bank Financial as one of the original
teams, new teams sort of in the business. It's very popular now to
work in a team format because there's so many things to do. But 20
years ago when we came, we were three partners, shared all the
expenses, all the responsibilities, all of the revenue and grew a
business over time with lots of business plans to the firm and then
working alongside us to grow into what is now five offices, almost 30
people and lots of different leaders and multiple generations of
advisors having a lot of fun and helping a lot of people. I've been at
National Bank Financial now for five years. My career in the industry
is also spanned over 20. I'm going to admit that. But its business is
so different from mine. Fairway is just so different because they're
multiple advisors with multiple locations. I'm the portfolio manager
with one location now. I do have a team and my team is set up a little
bit differently. We focus on we have a portfolio management section,
and we have an administrative section. So, there's three of us on the
portfolio and the four of us on the portfolio management, two on
administration and oftentimes a co-op student. So, it's different. But
we both have what I would say are successful businesses. There's a lot
of different ways to be successful in this business and there's a lot
of different types of clients. And here you can work in a way that
works for your clients, yourself, your family, your community, and
really make a difference. Because at the end of the day, we're
entrepreneurs and things change, and they give us the flexibility to
change. And just because Paul's had success with Fairway, with his
choices doesn't mean that they try and tell me that I have to do it
that way too. I mean National Bank just lets you view. We actually
were available. We don't have voicemail so we're easy to get pulled.
We found in times of stress for clients and when I say stress, I'm not
talking about losing a bunch of money. I'm talking, oh my God, I need
a $10,000 for my trip. I don't. Where is it? Oh, you know, I forgot my
tax return document. So oftentimes these conversations, these phone
calls with clients that are important are really only a few minutes of
time or maybe it's longer where all they want to do is book an
appointment, which is also just two minutes of time. So, by
eliminating voicemail, which is something that we've done, really
helps our team help clients in their moments of pressure. And we can
get back to what I call the work. An estate specialist, a financial
planning specialist, a portfolio management specialist. So, we might
have one client family talk to four different people on four different
topics over the course of half a year or something, as they're trying
to answer certain questions as a family. And so those questions lead
to more questions, which leads to introductions to other family
members and and friends in the community. So, it just tends to as
we've grown, the business sort of grows along with it. And and it's
now sort of a sustainable thing that has outgrown my name and our
original partner's names and is something that I think the firm, our
team members and staff can be proud of.