In this episode, we discuss Chris's career transition from custom construction to financial services, the business opportunity in financial literacy education, and how families can build generational wealth through proper licensing and planning.

Key Topics Discussed

Chris's Career Journey

• 20+ years as a custom builder and general contractor in Toronto
• Notable projects: National Ballet, Casa Loma, Ontario Art Gallery, Casino Rama, luxury homes in Bridal Path and Forest Hill
• Challenges of relocating construction business from Ontario to BC
• The decision to transition careers at 45 years old

The Career Transition

• Moving from construction to financial services
• Getting licensed through Insurance Council of British Columbia
• Completing provincial-level exams at Okanagan College
• The intimidation and pressure of returning to formal education in mid-40s

The Business Opportunity

• Three pathways: personal finance management, one-on-one client consulting, or building a team/agency
• Teaching financial literacy to Canadian families
• Flexibility to work from home and control your own schedule
• Ability to pass business to family members (spouse, children) - keeping it as generational wealth

Why This Matters Now

• Rising cost of living outpacing wage increases
• Mortgage rates doubling for many families
• Need for additional income streams
• Opportunity to learn financial literacy while earning

The Licensing Process

• Provincial-level certification through Insurance Council of British Columbia
• Post-secondary education requirement (Okanagan College)
• Not a weekend course - legitimate professional designation
• Minimum 70% passing grade required

Family Legacy Component

• Licensed business can transfer to spouse and children
• Keeps client relationships within the family unit
• Different from traditional firms where clients "roll up" to the company
• Creates true generational wealth opportunity

Work-Life Balance Benefits

• No commuting (Chris previously spent ~1 day/week in vehicle)
• Flexible schedule for family events and activities
• Ability to work while traveling
• Geographic freedom - clients across Canada via virtual meetings

Success Stories

• Rebecca Matthews: Went from multiple six figures in debt to running one of the fastest-growing agencies, earning $250K/year
• Team members earning from $500-2000/month part-time to $250K+ full-time
• Couples working together successfully in the business

 

Let's dive in!

Thank you for joi

ning us today. If you could rate, review & subscribe, it would mean the world to me! While you're at it, take a screenshot and tag me @jennpike to share on Instagram – I'll re-share that baby out to the community & once a month I'll be doing a draw from those re-shares and send the winner something special!

Click here to listen:

Apple Podcasts – CLICK HERE
Spotify – CLICK HERE

Free Resources:

• Free Perimenopause Support Guide | jennpike.com/perimenopausesupport

• Free Blood Work Guide | jennpike.com/bloodworkguide

• The Simplicity Sessions Podcast | jennpike.com/podcast

• Get 20% on thewalkingpad.com using code "JENNPIKE20"

• Get discounts at happybumco.com using code "JENNPIKE"

• • *code doesn't apply with Black Friday sale*

Programs:

• Ignite: Your 8-Week Body Transformation Program | https://jennpike.com/ignite

• The Peri & Menopause Project  - Join the Waitlist | jennpike.com/theperimenopauseproject

• Synced Virtual Fitness Studio | jennpike.com/synced

• Services: Work With Jenn | https://jennpike.com/work-with-jenn/

• Functional Testing | jennpike.com/testing-packages

• Business Mentorship | The Audacious Woman Mentorship:  jennpike.com/theaudaciouswoman

Connect with Jenn:

• Instagram | @jennpike

• Facebook | @thesimplicityproject

• YouTube | Simplicity TV

• Website | The Simplicity Project Inc.

Connect with Chris:

• Instagram | @chrisborsellino

• Finance Discovery Session | Book Here

Have a question? Send it over to hello@jennpike.com and I'll do my best to share helpful insights, thoughts and advice.