Bradley Moore of SAGE Connected Investing Raymond James is part of this year's Wealth Professional Canada's Hall of Fame
Portfolio manager
SAGE Connected Investing Raymond James
Years as an advisor: 34
As a portfolio manager with SAGE Connected Investing, Bradley Moore’s main goal is to grow his clients’ assets. Before starting his career in wealth management, however, he had different growth in mind. “I started in 1983 as a stockbroker for Moss Lawson & Company in Toronto,” he says. “I got the job because I was a good tree planter. Their sales manager thought anyone who planted 5,000 trees per day could accomplish anything.”
Going from planting trees to trading stocks isn’t exactly a natural switch, but Moore’s work ethic allowed him to succeed in both realms. He also isn’t afraid to try new things, which has served him well. “I did leave the investment management profession in 1987, just before Black Monday, to work in the real estate side of the investment world,” he says. “The move gave me a much better understanding of investing and wealth creation ... after two years, I came back.”
Moore has remained in wealth management ever since, putting in time at Merrill Lynch and McLean & Partners before arriving at SAGE in 2010. He still retains the same passion for the job as when he started in the business some 34 years ago. “I have always been intrigued by business and entrepreneurs,” Moore says. “So being a financial advisor, where I’m paid to study businesses and serve entrepreneurs, seemed like a dream job – it scarcely feels like work at all. After 34 years, I am enjoying this profession more than ever.”
As far as changes in the industry, the emergence of the internet has clearly had a huge effect on an advisor’s day-to-day job. “In the ’80s, I monitored and ranked around 60 Canadian stocks,” Moore says. “Back then, much of my intel came from waiting by my mailbox for the next quarterly report to arrive. Today, with the help of a Bloomberg terminal and a CPMS stock screening system, my team monitors and ranks over 22,000 companies from around the world with real-time updates.”
Although knowledge is power, Moore believes the market’s evolution hasn’t been entirely positive. “The banks need to be forced to release their oligarchic stranglehold on the investment industry,” he says. “They are making too much money recommending passive investments at the investor’s expense. The pendulum needs to swing more in favour of the retail investor, where they have more competitive investment advisory alternatives available to them.”
SAGE Connected Investing Raymond James
Years as an advisor: 34
As a portfolio manager with SAGE Connected Investing, Bradley Moore’s main goal is to grow his clients’ assets. Before starting his career in wealth management, however, he had different growth in mind. “I started in 1983 as a stockbroker for Moss Lawson & Company in Toronto,” he says. “I got the job because I was a good tree planter. Their sales manager thought anyone who planted 5,000 trees per day could accomplish anything.”
Going from planting trees to trading stocks isn’t exactly a natural switch, but Moore’s work ethic allowed him to succeed in both realms. He also isn’t afraid to try new things, which has served him well. “I did leave the investment management profession in 1987, just before Black Monday, to work in the real estate side of the investment world,” he says. “The move gave me a much better understanding of investing and wealth creation ... after two years, I came back.”
Moore has remained in wealth management ever since, putting in time at Merrill Lynch and McLean & Partners before arriving at SAGE in 2010. He still retains the same passion for the job as when he started in the business some 34 years ago. “I have always been intrigued by business and entrepreneurs,” Moore says. “So being a financial advisor, where I’m paid to study businesses and serve entrepreneurs, seemed like a dream job – it scarcely feels like work at all. After 34 years, I am enjoying this profession more than ever.”
As far as changes in the industry, the emergence of the internet has clearly had a huge effect on an advisor’s day-to-day job. “In the ’80s, I monitored and ranked around 60 Canadian stocks,” Moore says. “Back then, much of my intel came from waiting by my mailbox for the next quarterly report to arrive. Today, with the help of a Bloomberg terminal and a CPMS stock screening system, my team monitors and ranks over 22,000 companies from around the world with real-time updates.”
Although knowledge is power, Moore believes the market’s evolution hasn’t been entirely positive. “The banks need to be forced to release their oligarchic stranglehold on the investment industry,” he says. “They are making too much money recommending passive investments at the investor’s expense. The pendulum needs to swing more in favour of the retail investor, where they have more competitive investment advisory alternatives available to them.”
