Episode 001: Building Generational Wealth |

Kerwyn Valley has over 26 years of experience in the Financial Services Industry; 10 of these working for Canada’s largest bank, the Royal Bank of Canada (RBC).

In 2004, Kerwyn joined AIC Financial Group in Trinidad and Tobago to develop the Group ’s regional Trade Finance Division. In 2008, Kerwyn became CEO of AIC Finance Limited and in 2010 he was also appointed CEO of AIC Capital Market Brokers Limited.  In February 2011, he led the successful management buy-out of AIC Capital Market Brokers which has been rebranded as KCL Capital Market Brokers Limited.

Kerwyn is also the founder and Managing Director of Aspire Fund Management Company Limited. Aspire is a small-cap private equity management company focused on growth-stage private sector investments throughout the Caribbean.

Aspire’s mission is to foster a new generation of Caribbean businesses, producing cascading benefits to a variety of stakeholders including investors, founding executives and the wider social and economic communities within which these select businesses operate and grow.

Additionally, Kerwyn was the founding Chairman of the Kenneth Cyril Valley Foundation (“KCVF”), KCVF is a Trinidad & Tobago registered charitable organization focused on youth education, empowerment, and entrepreneurship.

Episode Flow:

  1. Moving from Employee to Owner
  2. Weighing the Risks
  3. Building Generational Wealth
  4. Creating Wealth in the Caribbean
  5. Overcoming Fear
  6. How to Identify a Good Business
  7. The Importance of Providing the Money in the Middle (Putting Professional Capital to Work)
  8. Questions From Social Media

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