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…
This former art teacher took up photography, sculpting and juggling in retirement
Open this photo in gallery: Doug Lowry, a retired art teacher, started juggling again in retirement, something he…
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…
Why The Wealthy Barber’s David Chilton says the advice model needs to change
Open this photo in gallery: The Wealthy Barber author David Chilton answers questions about passive investing, estate plans,…
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…