With six years of experience as an advisor and almost $440 million in assets under management, Tim Esplen is making his inaugural appearance on WP’s Top 50 Advisors list at number 33.
“After completing university and moving across the country in 1999, I found myself considering various career options,” Esplen says. “My dad was a stockbroker for many years, so the financial services industry had always been a consideration for me, and when I got the opportunity to get my foot in the door, I took it.”
Transitioning to remote work during the pandemic wasn’t difficult, Esplen says, because his firm was already set up for occasional work-from-home situations. As a result, he was able to devote more time and attention to client conversations, providing them with much-needed reassurance that their portfolios were designed to withstand volatility.