Rod began his financial
services career in 1987 as a Stock and Options broker in
Vancouver, but he differentiated himself as a newspaper
columnist – writing on the topic of business and ethics.
In 1990, Rod joined Royal Bank
of Canada, where he excelled as a commission-based mortgage
broker, and continued his education with programs at the
Institute for Canadian Bankers. Rod joined Investors Group in
1993 and spent 12 years as an advisor, trainer, manager and
director. He continued his professional development by
completing the Mutual Fund Course,
various insurance courses, Branch Manager’s Course, and then
achieved the CFP designation in 1997.
As a manager, Rod worked with, and studied the habits of,
top-performing advisors; this lead to the writing of “Awesome
Client Events” – the industry standard on relationship-building.
Rod’s passion for travel and
adventure produced a keen interest in demographic trends and
international retirement strategies. As a collaboration of
industry experts, Canadians Retiring Abroad was founded in 2003,
and was the recipient of the coveted peer recognition award for
excellence in financial planning: the Advisor of the Year Award.
Rod’s “Retire to Mexico!”
keynotes and seminars have been attended by thousands throughout
Canada, United States and Mexico.
As Rod continued with his study of demographic trends, he became
increasingly interested in the question of how investment
returns and habits would change in an aging population. The
result of his studies was “Move It or Lose It – Smart Money for
the Next Score”.
As a result of 20 years of industry experience, education and
research, Rod came to the conclusion that the “smart money” of
baby boomers would find its way to the high yield, low
volatility investments associated with Canada’s exempt market
sector. With this in mind, Rod Burylo co-founded
Global Exempt Market Solutions – an exempt market dealer. Global
has become recognized as Western Canada’s leading source of
education for professional advisors and investors. In his role
as Chief Compliance Officer, Rod continues as an innovator,
educator, and writer
for the financial services industry.