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Downturn Tactics: Setting Up for Success in a Sluggish Economy with Duane Roy Ep. 157
Meet Duane Roy, a Schulich School of Business graduate with certifications such as CSC, PFP, and CFP, has a diverse 30-year career spanning financial planning, tax firm ownership, life insurance, and serving as an in-house mortgage agent at top real estate firms including Brad Lamb Realty, C21 Leading Edge, Condos.ca, Keller Williams, and Exp Realty.
In this episode, Duane talks about:
- The importance of balancing risk and return in investments. Reducing risk, even at the cost of slightly lower returns, is crucial to avoid distressed sales and ensure long-term stability.
- His diverse and extensive background in financial services, starting from managing a retail store to working in various roles within financial firms and eventually running his own business.
- His personal experiences, including his family's involvement in real estate, and his professional journey which includes 15 years in the financial industry and owning a property management company.
- His firm, Ignite Wealth, offers a comprehensive range of services including financial advising, mortgage brokerage, real estate agency, and accounting, creating a one-stop-shop for clients.
- The importance of customizing services to meet individual client needs, focusing on a holistic approach rather than a one-size-fits-all solution.
- The negative impact of forced sales, which often result from poor risk management, leading to emotional decisions and lower sale prices.
About Duane
Duane Roy, a graduate of the Schulich School of Business, has a diverse professional background. He spent 15 years as a financial planner, acquiring certifications such as CSC, PFP, and CFP.
Additionally, he ran his own tax firm specializing in both corporate and individual taxes for another 15 years.
Duane also held a life insurance license and served as the in-house mortgage agent at several prestigious real estate firms including Brad Lamb Realty, C21 Leading Edge, Condos.ca, Keller Williams, and Exp Realty.
Connect with Duane
Instagram - https://www.instagram.com/duane_ignitewealth
Linkedin - https://www.linkedin.com/in/duane-roy-97136832
Connect with Danielle Chiasson
Website: https://strategicsuccessconsulting.com
LinkedIn: https://www.linkedin.com/in/daniellechiasson/
Facebook: https://www.facebook.com/DaniChiasson
Instagram: https://www.instagram.com/letsgetreal
TikTok: https://www.tiktok.com/@danichiasson
Book in a call: https://calendly.com/strategicsuccess/lets-get-real-estate-20-min-chat
Listen in and subscribe for more.
You can also leave us a review and of course, don’t forget to share. I’m sure there are real people in your network who can take advantage of what they’re going to learn from the show.
Interested in becoming a guest on the show? Email [email protected] with the Subject: I want to be a guest! OR simply fill out: https://letsgetrealestatepodcast.com/be-a-guest/.
View all episodes
By Danielle Chiasson
5
11 ratings
Meet Duane Roy, a Schulich School of Business graduate with certifications such as CSC, PFP, and CFP, has a diverse 30-year career spanning financial planning, tax firm ownership, life insurance, and serving as an in-house mortgage agent at top real estate firms including Brad Lamb Realty, C21 Leading Edge, Condos.ca, Keller Williams, and Exp Realty.
In this episode, Duane talks about:
- The importance of balancing risk and return in investments. Reducing risk, even at the cost of slightly lower returns, is crucial to avoid distressed sales and ensure long-term stability.
- His diverse and extensive background in financial services, starting from managing a retail store to working in various roles within financial firms and eventually running his own business.
- His personal experiences, including his family's involvement in real estate, and his professional journey which includes 15 years in the financial industry and owning a property management company.
- His firm, Ignite Wealth, offers a comprehensive range of services including financial advising, mortgage brokerage, real estate agency, and accounting, creating a one-stop-shop for clients.
- The importance of customizing services to meet individual client needs, focusing on a holistic approach rather than a one-size-fits-all solution.
- The negative impact of forced sales, which often result from poor risk management, leading to emotional decisions and lower sale prices.
About Duane
Duane Roy, a graduate of the Schulich School of Business, has a diverse professional background. He spent 15 years as a financial planner, acquiring certifications such as CSC, PFP, and CFP.
Additionally, he ran his own tax firm specializing in both corporate and individual taxes for another 15 years.
Duane also held a life insurance license and served as the in-house mortgage agent at several prestigious real estate firms including Brad Lamb Realty, C21 Leading Edge, Condos.ca, Keller Williams, and Exp Realty.
Connect with Duane
Instagram - https://www.instagram.com/duane_ignitewealth
Linkedin - https://www.linkedin.com/in/duane-roy-97136832
Connect with Danielle Chiasson
Website: https://strategicsuccessconsulting.com
LinkedIn: https://www.linkedin.com/in/daniellechiasson/
Facebook: https://www.facebook.com/DaniChiasson
Instagram: https://www.instagram.com/letsgetreal
TikTok: https://www.tiktok.com/@danichiasson
Book in a call: https://calendly.com/strategicsuccess/lets-get-real-estate-20-min-chat
Listen in and subscribe for more.
You can also leave us a review and of course, don’t forget to share. I’m sure there are real people in your network who can take advantage of what they’re going to learn from the show.
Interested in becoming a guest on the show? Email [email protected] with the Subject: I want to be a guest! OR simply fill out: https://letsgetrealestatepodcast.com/be-a-guest/.