{"id":1219,"date":"2023-07-14T18:26:03","date_gmt":"2023-07-14T18:26:03","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/wagner\/?p=1219"},"modified":"2023-07-14T18:26:03","modified_gmt":"2023-07-14T18:26:03","slug":"my-money-story-how-a-summer-vacation-shaped-my-future","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/wagner\/2023\/07\/14\/my-money-story-how-a-summer-vacation-shaped-my-future\/","title":{"rendered":"My Money Story: How a Summer Vacation Shaped my Future"},"content":{"rendered":"<p><span data-contrast=\"auto\"><img decoding=\"async\" class=\"size-full wp-image-1223 alignleft\" src=\"https:\/\/advisor.wellington-altus.ca\/wagner\/wp-content\/uploads\/sites\/95\/2023\/07\/Patti-Solo.png\" alt=\"\" width=\"218\" height=\"224\" \/>Summer days bring back childhood memories, and 1969 was one of my more memorable ones.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">My father changed careers from running his own accounting practice to becoming a stockbroker with Merrill Lynch Pierce Fenner &amp; Smith Inc. The change was exciting but a hardship for the family as he was committed to a three-month training program in New York City, 3,800 km away.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">To soften the loss of having my father away, our family decided to join him for one of the three months.\u202fThis resulted in a once-in-a-lifetime experience.\u202fDad rented an apartment in Hoboken for the month we visited. We gave up the grassy backyard and running through the sprinkler for a two-bedroom high-rise apartment with a swimming pool.\u202f\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Reflecting on my mother\u2019s resilience, she temporarily became a single parent with four children ranging from ages five to 10.\u202fShe single-handedly took us by train from Calgary to New York over a six-day journey.\u202fWe were blessed to have a porter that took a shine to our family and would shepherd us off the train every chance he got to let us run off our energy. We successfully arrived in New York with one very exhausted mother.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">This was a summer of change. Some notable events included Neil Armstrong walking on the moon and Woodstock (I was too young to attend). Calgary\u2019s population was 374,000 in 1969 and New York city was over 16 million!\u202fWe were definitely country bumpkins. We spent the summer sightseeing and being in awe of the skyscrapers and the kaleidoscope of humanity.\u202f\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Little did I know that I was catching the stock market bug.\u202fAt the ripe age of 10, I understood the Dow Jones index was an average of a basket of stocks.\u202fSeveral years later, I took a summer job in Toronto working in the back office of an international stock brokerage firm.\u202fThe job was tedious. But in hindsight was my entry to this industry.\u202fI sorted and filed paper stock certificates from all over the world.\u202fI physically settled trades with the Toronto Stock Exchange.\u202fThese are all transactions that take place electronically now.\u202fThe memory of once a month counting the stock certificates to \u201cbalance the box\u201d and working to midnight is a thing of the past.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Did I decide to enter the investment industry at the age of 10 \u2026 probably not. Looking back on this memorable summer, I realize it was part of my heritage, my father\u2019s legacy, shaping who I would become.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:0,&quot;335559740&quot;:240}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Summer days bring back childhood memories, and 1969 was one of my more memorable ones.\u00a0 My father changed careers from running his own accounting practice to becoming a stockbroker with Merrill Lynch Pierce Fenner &amp; Smith Inc. The change was exciting but a hardship for the family as he was committed to a three-month training [&hellip;]<\/p>\n","protected":false},"author":180,"featured_media":1220,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[31],"tags":[],"class_list":["post-1219","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-women-in-the-know"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>My Money Story: How a Summer Vacation Shaped my Future - Wagner Investment Management Team<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/wagner\/2023\/07\/14\/my-money-story-how-a-summer-vacation-shaped-my-future\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"My Money Story: How a Summer Vacation Shaped my Future - Wagner Investment Management Team\" \/>\n<meta property=\"og:description\" content=\"Summer days bring back childhood memories, and 1969 was one of my more memorable ones.\u00a0 My father changed careers from running his own accounting practice to becoming a stockbroker with Merrill Lynch Pierce Fenner &amp; Smith Inc. 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