Alan Baker / Toronto, ON
Alan holds a degree in Economics from the University of Western Ontario and brings over four decades of entrepreneurial experience to his current role. For more than 40 years, he successfully owned and operated a cosmetic and skincare company before selling the business several years ago.
Following the sale, Alan began investing with Mortgage Company of Canada, where he developed a close relationship with the President and Founder. That connection eventually led to an opportunity to share the fund with his own network. After thoughtful consideration, Alan chose to pursue his dealer representative license and joined Waverley.
Today, Alan focuses exclusively on a select group of funds that align with his personal investment philosophy—each of which he invests in himself. His approach is simple: if he wouldn’t invest in it, he won’t recommend it.
Alan holds a degree in Economics from the University of Western Ontario and brings over four decades of entrepreneurial experience to his current role. For more than 40 years, he successfully owned and operated a cosmetic and skincare company before selling the business several years ago.
Following the sale, Alan began investing with Mortgage Company of Canada, where he developed a close relationship with the President and Founder. That connection eventually led to an opportunity to share the fund with his own network. After thoughtful consideration, Alan chose to pursue his dealer representative license and joined Waverley.
Today, Alan focuses exclusively on a select group of funds that align with his personal investment philosophy—each of which he invests in himself. His approach is simple: if he wouldn’t invest in it, he won’t recommend it.
Alan holds a degree in Economics from the University of Western Ontario and brings over four decades of entrepreneurial experience to his current role. For more than 40 years, he successfully owned and operated a cosmetic and skincare company before selling the business several years ago.
Following the sale, Alan began investing with Mortgage Company of Canada, where he developed a close relationship with the President and Founder. That connection eventually led to an opportunity to share the fund with his own network. After thoughtful consideration, Alan chose to pursue his dealer representative license and joined Waverley.
Today, Alan focuses exclusively on a select group of funds that align with his personal investment philosophy—each of which he invests in himself. His approach is simple: if he wouldn’t invest in it, he won’t recommend it.