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EPISODE DESCRIPTION
In this episode, Mike is joined by Ryan Henderson CFP, CIM, FCSI. Ryan is a Financial Advisor at Edward Jones from Toronto, Ontario, who's been with Edward Jones for over 17 years, starting right before the 2008 financial crisis. Ryan works with individual investors, retirees, professionals, and business owners to achieve their personal and financial goals. Ryan earned an Honours Bachelor Degree in 2001 from the University of Western Ontario in London, and has been a Certified Financial Planner® since 2009. In addition, he holds the Chartered Investment Manager (CIM®) and am a Fellow of the Canadian Securities Institute (FCSI®).
Ryan is here to discuss:
→ How he got started in the financial industry and navigating the 2008 financial crisis, building trust and long-term success with clients through conversation and processes, and embracing human centred leadership.
→ Issues plaguing the Financial Advisor industry, what consumers should be looking for in financial guidance, and CIRO regulations and why more regulation is a good thing.
→ The mindset of a successful investor, looking for opportunities in fluctuating markets, and current trends in the overall market.
Edward Jones Website: www.edwardjones.ca
Ryan Henderson's Email: ryan.henderson@edwardjones.com
Ryan Henderson's LinkedIn: @RyanHenderson
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39 分