Montcalm Insights

REENGINEERING FINANCE TO LEAD FROM THE HEART

heart leadership

Authenticity and integrity, values which emanate from the heart, form the foundation of how I lead. This is quite different from the reigning value system in finance, created from a place where the head is dominant. When the head dominates, we tend to get a system based on maximization of profit with less consideration of the costs to individuals, society and the planet. When the heart leads, we get a holistic system where everyone prospers.

Many studies have demonstrated that human beings have three brains: the head, the heart and the gut. In Western civilization we focus on the head, because somewhere along the way we decided that was the most important. But actually our heart and gut are very smart brains, and when we follow them, we can be a lot more grounded in our decisions. I believe the head exists to serve the heart and gut. And this is exactly how I have built the businesses at Montcalm TCR, Montcalm Capital and Trevor TCR. I use my investment training to ensure my decisions are financially sound, but they are grounded in deep intuition.

I spent 20 years of my career on Wall Street leading from the head. I learned money leads, power leads and resume leads. And I was trained to be good at it.

When the markets declined in 2008 and my son become severely disabled, I began to deeply question both my own values and the values of the larger system. I certainly was never dishonest before, but I had been taught that money matters above all else. After personal exploration and asking many questions, what surfaced for me was a model of leadership that resonated for me and the birth of my own wealth management firm centered on the heart.

I opened Montcalm to give, not extract. We generate trust in financial systems because we are designed to be of service. I wanted to create something founded on a different set of values that would provide investors with diversified investment options, offer companies healthier sources of capital and regenerate our planet in the process.

On the wealth management side of my business, we engage with every client in a personalized way to understand their values and motivations and build investment portfolios that reflect their hearts and financial needs. On the capital side of my business, my cofounder and I co-create investment vehicles that serve a dual purpose as a customized capital source for each portfolio company and as a solid investment choice that balances risk, reward and accessibility for investors. And through our foundation, Trevor TCR, we invest in society through grants to organizations that meet the needs of the underserved. When you give, you connect to the flow of abundance.

My goal in finance is to reengineer the financial system to one where everyone leads from the heart. We can do that by empowering people with their money, moving them out of a mentality of fear and into abundance. That is what will really shift humanity. And at Montcalm, we are doing our part to lead by example.

Photo credit: Photo by Khadeeja Yasser on Unsplash