Making Money Make Sense
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.
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.
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.
Here’s a glimpse of what you’ll learn:
How Marc became interested in wealth management as a career
The values Marc’s family instilled in him
What financial literacy people should have at beginner, intermediate, and advanced levels of understanding
The number one rule of business for CEOs
The definition of “three-bagger” and “ten-bagger” and which one Marc prefers to see
Why an exit plan is something CEOs need at the start of their company journey
How automation gets missed in business development
The value of a wealth advisor in terms of reaching your money goals
The joy Marc derives from his work
In this episode…
Marc Henein, Wealth Advisor at Scotia McLeod, knew from the age of 16 that he wanted to be a financial advisor. That’s when he was first introduced to stocks and the stock market and it sparked a passion in him that has endured. What Marc values is being able to simplify things for his clients, speaking to them about what they want and need, and not simply handing them a sales pitch.
Marc explains that there is a lack of financial literacy in society today. Though he is happy to share his knowledge with his clients, he does also believe that there are basic things everyone should learn. He details exactly what people should understand and why. Especially in business, as wealth management pertains to entrepreneurs and CEOs.
In this episode of What CEOs Talk About, host Martin Hunter and guest Marc Henein break down the ins and outs of wealth management, the meaning of wealth, what a successful CEO will need to prepare for, the best kind of business growth to achieve, and how to factor philanthropy into your wealth plan. Marc has great insight into financial matters and, what’s more, he truly enjoys his work and sharing his wealth knowledge with others.
Resources mentioned in this episode:
Resources recommended for CEOs and leaders:
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