Years ago, Maurice attended a national conference for a major financial advisory firm in which a presenter went on stage and said to not get too emotionally involved in clients’ financial outcomes. To never take it personally. Then Maurice went on stage and said that the secret to his success was to always take it personally.
Subsequent to the conference, the Chairman of the financial advisory firm became a client.
“I believe that everyone deserves to get where they want to go in life. So I worry about my clients and take their well being personally – at Alexandria Wealth Management Group, we all do. It’s what makes us different.”
“I am always digging around to find the latest and greatest ideas for my clients. I enjoy change and taking that next step. Everything is always moving, and if you stand still, life will pass you by.”
So Maurice stays busy. As a leading wealth management advisor in Calgary for more than 25 years, he focuses on advanced wealth management strategies for both individuals and the owners of privately held corporations. A former director of Wellspring Calgary and Past President of Cancervive, he continues to volunteer his time co-chairing the Finance Committee for Wellspring Calgary and sits as a Patient Advisor on the Head and Neck Tumour Board of Alberta Health Services.
It’s all about getting where you want to go in life. For his part, Maurice wants to go on an epic cycling trip on every continent. Next up is the Tour d’Afrique – a more-than 10,000-kilometre ride from Cairo to Cape Town, in 2020.
Alexandria Wealth Management Group