The Journey to Founding Delisle Advisory Group

In the inaugural episode of Beyond the Bank, co-founders Jean Blacklock and Andrew Auerbach discuss their diverse career paths in financial services and the inspiration behind launching Delisle Advisory Group. They share insights on navigating career decisions, the importance of workplace culture, and the value of authentic client relationships in wealth management.

• Introduction to Delisle Advisory Group: Jean Blacklock and Andrew Auerbach introduce their new boutique wealth management firm, Delisle Advisory Group, and discuss what sets it apart in the industry.
  
  
• Career Journeys: Andrew shares his early start in financial services, his decision to stay with Canada Trust over a trading floor position, and his rise through various leadership roles at BMO. Jean reflects on her path from law to estate planning and eventually into executive roles in wealth management.
  
  
• Key Career Insights: Both Jean and Andrew emphasize the importance of choosing the right workplace culture, the value of doing exceptional work in any role, and the significance of intuition in career decisions.
  
  
• Advice for Young Professionals: They offer guidance on navigating career choices, highlighting the importance of focusing on the immediate job and contributing meaningfully, rather than constantly seeking the next promotion.
  
  
• Personal Reflections: The episode also touches on the personal dynamics between Jean and Andrew, both as business partners and as a married couple, and how their individual experiences have shaped their approach to wealth management at Delisle.
  
  
• Looking Ahead: Jean and Andrew conclude with their vision for Delisle Advisory Group, emphasizing a client-centered approach that prioritizes deep, meaningful conversations over traditional financial planning.