Xin Lou, a wealth planner at Coast Capital Investment Management, discusses his career journey from aspiring detective to cryptocurrency entrepreneur to financial advisor
In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, lessons learned over the years, and how their experiences influence the advice they give to clients. We’ve also launched a Behind the Advice podcast –Xin Lou, a wealth planner at Coast Capital Investment Management in Surrey, B.C.
However, after a couple of years there, I became disinterested in criminology and got a psychology degree instead. I didn’t even consider a career in finance back then. I just wanted to understand people and myself better. I’m an introvert who’s learned to be extroverted. It just happened to work out that this background helps me understand underlying motivations in clients’ decisions.I worked in retail to help pay off my student loans and credit card debts.
At that same time, I was working as an assistant manager at a suit store in downtown Vancouver when a manager at Royal Bank of Canada came in to buy his wedding suit. I was helping him out, and he said, ‘Hey, you have great customer service; I’d love to talk to you about a role at RBC.’ So, I applied. I felt lucky to land a job there when I did. That kicked off my career in financial services.
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