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…
Why this former tech worker wrote a book on health care and estate planning in retirement
Open this photo in gallery: Marc Séguin, 66, at his cottage near Perth, Ont. After retiring in 2019,…
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…
Complex OAS residency rules key to court decision leaving retiree with benefit cut almost in half
Open this photo in gallery: A recent court case involved a man who had to pay back $20,000…
Why this money manager is buying Agnico Eagle, Nutrien and trimming Alphabet
Open this photo in gallery: Martin Pelletier, senior portfolio manager with TriVest Wealth Counsel at Wellington-Altus Private Counsel…
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…
Business owners could see big tax breaks from Ottawa’s employee ownership trust changes
Open this photo in gallery: The spring economic update, which Finance and National Revenue Minister Francois-Philippe Champagne delivered…
This retiree enjoys painting, podcasting and writing investment books
Open this photo in gallery: After losing money early in retirement with an investment advisor, Ian Duncan MacDonald,…
How burnout and a medical crisis forced this advisor to rethink her workload and client niche
Open this photo in gallery: Millie Gormely, a certified financial planner at IG Wealth Management in Thunder Bay,…
This advisor learned how to treat clients from legendary investor George Frazer
Open this photo in gallery: Ryan Bushell, chief executive officer and portfolio manager at Newhaven Asset Management Inc.…
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.,…