STAFF PROFILE – ETHAN ALLEN
Ethan joined Morrows in 2013 as a Senior Paraplanner, Ethan has since been appointed an Associate Advisor. We spoke to Ethan of his career passions and what he does in his spare time
What inspired you to become an advisor?
I’ve always been interested in science and finance throughout school and university. Being a financial advisor provides the opportunity to apply the analytical thinking and problem solving that I really enjoy, to real world situations.
What would you consider to be your proudest moment in your career?
Working closely with the family of a disabled child to put in place a long term care funding plan a number of years ago. It was interesting and unusual work that was at times emotionally challenging. The care funding plan and advice really helped provide comfort and structure out of what had been a very tough time for the family.
What’s the most important lesson you’ve learned from working in this profession?
I think one of the big things has been understanding the difference between the “perfect” strategy versus the practical, achievable strategy. An effective plan is one that can be implemented well and stuck to for the long term.
What advice do you have for young professionals?
Go out of your way to get as much exposure as you can to what others in your industry, or related industries, are doing and thinking. It might seem daunting but it’s a great way to gain perspective and help you hone in on what you’re going to enjoy as a career.
What is your favourite travel destination?
I’d have to say that I am looking forward to going back to Hawaii again. The combination of Hawaiian hospitality with the amazing island scenery is a surefire recipe to get you feeling relaxed.
Where are you planning to travel to next?
My wife and I are looking forward to visiting Canada or Alaska for our next trip. The wilderness and vast landscapes are something that we are keen to experience.