Stay informed
Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
I’m proud to announce that I have successfully completed my Artificial Intelligence certification with Brainstation!
What does a Financial Advisor need an AI certification for? The answer is simple: I have a responsibility to my clients and community to continue learning. My most important philosophy, “Kaizen” (continuous improvement), depends on it. As a business owner, it’s also clear to me that the generative AI impact on productivity (and profitability) is revolutionary.
In a short period, we learned many technical concepts like Machine Learning, Neural Networks, and Natural Language Processing, but one key lesson changed the way I view generative AI: Poor input = Poor output. The most powerful AI agents available today are still far from being 100% autonomous. When given autonomy, they often make mistakes or fabricate information. In most cases, a human must intervene to provide new data, change the parameters, or finish what it started. Perhaps that’s a good thing. Innovation requires creativity from the soul, and there’s a limit to how that can be interpreted by data.
No one knows exactly what the future holds, but today, AI tools are only as powerful as the humans wielding them, and this cohort proved that. I had the honour of meeting true geniuses and listening to some incredible ideas.
Special thanks to my instructors - Vivian Tao (Reddit) and Cedric Abali (BMO)! Our classes ended at 9:30pm, but they would stay an extra 30 minutes answering my never-ending questions. I appreciate your patience, diligence, and professional insights.
What does a Financial Advisor need an AI certification for? The answer is simple: I have a responsibility to my clients and community to continue learning. My most important philosophy, “Kaizen” (continuous improvement), depends on it. As a business owner, it’s also clear to me that the generative AI impact on productivity (and profitability) is revolutionary.
In a short period, we learned many technical concepts like Machine Learning, Neural Networks, and Natural Language Processing, but one key lesson changed the way I view generative AI: Poor input = Poor output. The most powerful AI agents available today are still far from being 100% autonomous. When given autonomy, they often make mistakes or fabricate information. In most cases, a human must intervene to provide new data, change the parameters, or finish what it started. Perhaps that’s a good thing. Innovation requires creativity from the soul, and there’s a limit to how that can be interpreted by data.
No one knows exactly what the future holds, but today, AI tools are only as powerful as the humans wielding them, and this cohort proved that. I had the honour of meeting true geniuses and listening to some incredible ideas.
Special thanks to my instructors - Vivian Tao (Reddit) and Cedric Abali (BMO)! Our classes ended at 9:30pm, but they would stay an extra 30 minutes answering my never-ending questions. I appreciate your patience, diligence, and professional insights.
I’m lucky to do work I genuinely love - empowering people while taking my own steps toward financial sovereignty along the way.
Join me as I document the journey: the lessons, the mindset shifts, and the real conversations around money - kept simple, relatable, and (hopefully) engaging.
I’ll be sharing videos like this on my social media accounts every couple of weeks. If anything resonates, feel free to reach out. Let’s connect!
Join me as I document the journey: the lessons, the mindset shifts, and the real conversations around money - kept simple, relatable, and (hopefully) engaging.
I’ll be sharing videos like this on my social media accounts every couple of weeks. If anything resonates, feel free to reach out. Let’s connect!
Watch video
Have questions?
Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.