An advisor profile for Advisor.ca you can read the entire profile HERE
President and founder of Doheny Securities Ltd. and Doheny Insurance Services Ltd.
I’VE BEEN IN THE FINANCIAL INDUSTRY FOR:
Almost 25 years
I INTEND TO RETIRE:
Not for at least 15 years. I enjoy working. I particularly enjoy meeting with my clients and the relationships I have with them. That said, I can envision the job changing. In 15 years, I see myself spending the majority of my time meeting with clients, and spending substantially less time managing the day-to-day operations of the dealership.
OUR CLIENTS’ MOST COMMON GOAL:
They want to have enough assets/savings to maintain the same quality of life in retirement that they had when they were working.