This advisor uses her early passion for teaching to help clients understand their finances
Open this photo in gallery: Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel…
This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall
Open this photo in gallery: Shawn Filion, senior wealth management advisor at Desjardins Securities Inc.Stéphane Bourgeois/Supplied In the…
This advisor wanted to be an RCMP officer until two finance books changed his career trajectory
Open this photo in gallery: Travis Koivula of Aviso Wealth in Victoria, says other advisors should invest in…
Her parents’ divorce drove this CFP to be financially independent – and to help other women do the same
Open this photo in gallery: Julie Seberras, head of wealth planning and practice management at Manulife Wealth.Supplied In…
Why this money manager believes Obi-Wan Kenobi would make a good advisor
Open this photo in gallery: Benoît Poliquin, president and portfolio manager at Ottawa-based Exponent Investment Management.Supplied In the…
Why switching to advice-only was the best career move Lori Curtiss ever made
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This advisor learned the value of being boring after losing out on a speculative stock early in his career
Open this photo in gallery: Harp Sandhu, senior wealth advisor and portfolio manager at Sandhu Wealth of Raymond…
This advisor wanted to be a pilot before veering into financial services
Open this photo in gallery: Rodney Anton with Evergreen Wealth Management at iA Private Wealth.Supplied In the Behind…
How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm
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This advisor’s early-career tax mistake drives her to educate others about money
Open this photo in gallery: Treena Nault, a certified financial planner and owner of Nault Group Private Wealth…
Why this advisor thinks volatile markets are the best time to evaluate investment portfolios
Open this photo in gallery: Sean Joseph, wealth advisor at CIBC Private Wealth in Oakville, Ont., says advisors…
This advisor was a hotelier before choosing a career in financial services
Open this photo in gallery: Natalie Jamison, senior wealth advisor at ScotiaMcLeod, uses her podcast to teach financial…