This advisor wanted to be a lawyer until she became her mom’s executor in her 20s
Open this photo in gallery: Kimberly Wood of Johnstone Wealth found herself reviewing household finances during her mom’s…
Canadians struggling to sell their homes face financial planning implications
Open this photo in gallery: Clients who can’t sell as quickly as planned may face ripple effects, including…
The childhood experience that led this money manager to detest debt, even to this day
Open this photo in gallery: Laura Lau, chief investment officer at Brompton Funds Ltd. in TorontoDavid Chang Photograhy/Supplied…
This advisor’s business gumption comes from his dad and the birth mother he met later in life
Open this photo in gallery: Karac Graham, associate investment advisor with Moyle Rowley Wealth Management Group at Wellington-Altus…
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…
After being forced into ‘Freedom 55,’ this retiree says DIY investing helped with his financial security
Open this photo in gallery: Michael Smith, pictured at Sutton Glen Park in Kelowna, B.C., retired unexpectedly in…
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…
This adviser spent a lot of time in banks as a kid, acting as his dad’s translator
Open this photo in gallery: Satvir Gill, senior wealth advisor and portfolio manager at Surrey, B.C.-based the Gill…
What led this former accountant and teacher to retire and move back to Canada
Open this photo in gallery: Brian Borgford, at home in Calgary, does his own investing focused on dividend-growth…
Meeting his mom’s advisor as a teen inspired this money manager to save and invest early
Open this photo in gallery: Travis Forman, portfolio manager and owner of Strategic Private Wealth Counsel at Harbourfront…