Douglas Guest obtained a Bachelor of Commerce with Major in Finance from McGill University, and has a psychology degree focused on Family Systems Theory. Raised in a financially successful family that provided a sound knowledge of money and investing, he has been investing and following the markets on a personal level since 2000, directly managing a personal portfolio and taking control of his own finances. By entering the industry as an advisor after having been courted as a client for numerous years, he has a unique perspective on money management.
Having owned a properly designed Whole Life policy for nearly fifteen years, he has come to consider it one of the most powerful financial tools that someone can have in a well-structured portfolio. He also thinks that its long-term nature and its hassle-free accumulation of wealth make it one of the best tools that any family can use to make their dreams come true.
His passion is to help educate his clients so that they can make their own informed financial decisions. He is eager to share what he has learned throughout his lifetime with regards to finance, so people can build their own wealth. He wants to see people’s finances support their lives, rather than people constantly spending their entire lives trying to support their finances.