This advisor says being independent, yet still part of a team, is her best career decision
Open this photo in gallery: Shay Steacy building the insulated skirting on her tiny home in Brockville, Ont.,…
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…
The silent risk in wealth transfers: families who don’t talk about it
Open this photo in gallery: Guided and open family discussions can facilitate smoother wealth transfers.GETTY IMAGES Receiving an…
Meagan Balaneski balances numbers and client insights on the way to financial planning award
Open this photo in gallery: Meagan Balaneski, portfolio manager and investment advisor at Aligned Capital Partners Inc. in…