The Story of Why I Started My Business

In 2010, after a decade in the financial industry following the traditional approach to wealth management, I knew there had to be a better way to serve clients. That realization led me to break away from the conventional model and create Three60 Wealth—a firm built on proactive, holistic planning tailored to the needs of successful families and business owners.Now, 15 years later, Three60 Wealth has grown into a thriving Family Office based in Calgary, Alberta, helping clients maximize their life's work through strategic, forward-thinking planning. In this episode, I share the story behind my decision to start Three60 Wealth and what drives our mission today. For more information about Three60 Wealth, visit our website: https://three60wealth.ca/