Emeka Udeagha is on the show today chatting about his home country of Nigeria and where he lives now, in Canada. We dive into Nigerian culture, break down preconceived notions and discuss the tremendous opportunities in financial services in that country of almost 200 million people.

We also chat about the financial advice market in Canada, seeking efficiencies in practice and the need to embrace technology or get left behind. Enjoy this cross-Atlantic twofer!

You’ll Learn

An overview of the financial advice market in Canada and the regulation that’s leading to an increase in comprehensive financial planning.
Emeka’s path from would-be-cardio-surgeon to financial planning.
Nigeria’s culture and the importance of higher education and prestigious careers
.What the financial services market looks like in Nigeria, including the strong trust in banks.
How only listening to bad news about a country can cause you to miss out on all the great things.
Why a lack of efficiencies and leveraging technology can be detrimental to your practice

Guest Bio Emeka Udeagha is a financial consultant at IG (Investors Group) Wealth Management in British Columbia, Canada providing wealth management strategies for individuals, businesses and professionals. He also instructs and teaches Finance at the Vancouver Island University. Outside of work, he sits on the board of the Nanaimo Affordable Housing Society and Vancouver Island University, is the current president-elect for the Oceanside Rotary club, Ambassador for the Nanaimo Chamber of Commerce and Co-chair for the Alzheimer’s Nanaimo walk.

Resources and Terminology

Emeka’s LinkedIn
Emeka’s Twitter
IG Wealth Management website
CRM2 Regulation: Client Relationship Model - Phase 2
CRA: Canada Revenue Agency
MFDA: Mutual Fund Dealers Association of Canada

IA 003: Canada and Nigeria with Emeka Udeagha, CFP®, CDFA®, MBA 51:26 Share

The Innovating Advice Show

Shownotes Transcript

IA 003: Canada and Nigeria with Emeka Udeagha, CFP®, CDFA®, MBA