We sat down with Sonia Egey-Samu, Partner of Clarity Wealth Counsel Inc, to learn more about her business, the journey as an entrepreneur and mother, and her experience with AWE and the PeerSpark™ program.
Sonia, tell us how your journey into entrepreneurship began.
Well, I worked at several of the big financial institutions in my 10 year corporate career and saw every aspect of what financial advice looked like. I learned all the cookie cutter tools and products being used. But all the while there was an internal conflict since I could never develop to the "mold" and constantly needed to learn more to do more for my clients whose financial lives depended on me. At the height of my corporate career my husband and I were flown to Denver to EACH be awarded as one of the top 30 advisors in Canada within the firm we worked at. It was a really cool moment, and we looked at each other and were so proud in sharing that achievement.
Then from there we went on to start our own retirement planning firm and it definitely wasn't an easy decision! Now we look back just a few years later and absolutely cannot believe the tremendous growth that we've had as a company, as individuals, as a married couple, and as parents.
What is the service you provide?
Our specialization is Tax Efficient Retirement Planning. So when somebody comes to see us, they're finished dabbling, and kind of guessing and hoping, and are now serious about not only completing a detailed retirement plan, but also ensuring that they achieve that plan. And the way we approach planning is extremely comprehensive so "no rocks are left unturned". Clients generally leave our office feeling that "weight" or "worry" being lifted about their financial future. It's what we've been doing for a long time, and we absolutely love what we do!
What would you say is the best part of having your own business?
The shaping of our business is the best part by far. I'm so deeply driven to consistently review how we provide value, and then 10x that. But sometimes as business owners we lose sight of what value really is. And it's so easy to lose sight because there's what you think your client values, and then there's taking the time to habitually ask clients what THEY value and so we've been doing this since day one and shaping our business based on their feedback and their needs.
What have you learned from working with others in the PeerSpark program?
It's definitely been one of the best experiences of my life meeting like minded women and sharing our deepest challenges to be able to work through them quickly. My growth today wouldn't be where it is had I not participated in PeerSpark, I'm very grateful to continue to be a part of it.
What are you most proud of in your business?
It was a tear jerker moment for me when we recently had a few of our long time clients volunteer to do a video testimonial. Listening to their words and what they'd experience has been made me the most proud. I had a good cry (laughing)
Would you recommend entrepreneurship to a friend?
I don't recommend entrepreneurship, just like I don’t recommend how to parent, or how to eat. These decisions should all be based on personal values in my mind. If a friend wanted to talk through the idea of it, I'm there!
How do you manage being a mom and business owner?
First things First by Stephen Covey, it's a good read! I schedule each week based on my core values. I get total fulfillment from being a Mama, a business owner, and all the other hats I wear.
Define your work life balance
Hmm, I'd probably say to maintain a level of homeostasis. To keep contributing to my family and my business, I need to make sure I keep my cup full so that I can perform at a high level, be present, feel healthy and organized in my life.
Would you recommend PeerSpark to other entrepreneurs?
I cannot speak highly enough about PeerSpark and the positive impact it has made on my life. If someone out there is thinking about it and needs to chat before making the leap I'm more than happy to share my experience.
To learn more about Sonia and Clarity Wealth Counsel Inc, visit their website at www.claritywealthcounsel.ca.
If you have questions regarding AWE or our PeerSpark™ program, visit our PeerSpark™ page to learn more.