“That’s a very pleasant a part of the job,” stated Dureau. “I take pleasure in speaking to them and assuring them that they’ll be high-quality, to allow them to tune out all of the noise round them. We undergo their monetary plan and conservative projections and I present them they’re going to be high-quality. Then, they’re all smiles and reduction. That half I really like and may completely establish with.”

Dureau has completed about 70 episodes of his podcast since launching it in March 2020 because the pandemic started. It attracts on his expertise as a monetary strategist, former emergency employee, and father. It’s lined every thing from monetary planning to property planning for pets, which he stated isn’t so simple as individuals assume. He additionally enjoys talking at college lessons, resembling a current grasp’s program for bodily therapists, who quickly should run a enterprise.

This yr, Dureau finalized his new partnership at Inexperienced Non-public Wealth with co-owner Paul Inexperienced, who was additionally named a prime advisor final yr. They now share a 14-person staff in Burlington and Woodstock, Ontario, which is Harbourfront’s second largest staff. Dureau beforehand additionally had workplaces in St. Catharine’s and Guelph, however discovered purchasers wished extra digital conferences, which works nicely since all of a shopper’s data will be on the staff’s fingertips then.

Dureau stated he and Inexperienced have been “enterprise relationship” for 2 years earlier than he introduced his firm in. They now have about 750 purchasers and $420 million in property underneath administration, however they’re aiming to develop the enterprise to $1 billion, to allow them to develop their staff and convey in additional younger advisors. The agency already has its personal tax planning division and senior stage accountant. 

“I’m gratified by serving to individuals and seeing the reduction on their faces once I will help them,” stated Dureau. “So, I’m nonetheless saving, or serving to, them otherwise. You’re not pulling somebody out of a automotive accident, which is clearly fairly extreme. You’re saving them with their funds by serving to them plan and luxuriate in life.”