Making Money Make Sense

<p>Marc Henein joined ScotiaMcLeod in 2004. He has been working with entrepreneurs and professionals since 2001. His expertise includes the management of significant liquidity events for clients. Working in partnership with clients’ tax and legal professionals, Marc manages portfolios focused on capital preservation and tax-efficient income generation. Marc has written investment and financial planning-related articles for the Globe & Mail, sharing his knowledge to help Canadians with their wealth management.</p><p>Marc graduated from Wilfrid Laurier University where he spent three years as President of the Wilfrid Laurier University’s Alumni Association. Marc spent ten years involved with the Georgetown Hospital Foundation, including two years as Chair. Currently, Marc is on the Board of Easter Seals Ontario. He has achieved some of the highest designations within the Investment and Financial Planning Industry. He has obtained Chartered Financial Planner (CFP) designation, is a Fellow of the Canadian Securities Institute (FCSI), and the Chartered Professional (Ch.P.) Strategic Wealth designation.</p><p>He currently resides in Georgetown and has two pre-teens keeping his hands full. In his free time, Marc enjoys riding the Peloton, golfing, running, playing squash, and traveling.</p><p><strong>Here’s a glimpse of what you’ll learn:</strong></p><ul><li>How Marc became interested in wealth management as a career</li><li>The values Marc’s family instilled in him</li><li>What financial literacy people should have at beginner, intermediate, and advanced levels of understanding</li><li>The number one rule of business for CEOs</li><li>The definition of “three-bagger” and “ten-bagger” and which one Marc prefers to see</li><li>Why an exit plan is something CEOs need at the start of their company journey</li><li>How automation gets missed in business development</li><li>The value of a wealth advisor in terms of reaching your money goals</li><li>The joy Marc derives from his work</li></ul><p><strong>In this episode…</strong