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 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…
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.…
Why switching to advice-only was the best career move Lori Curtiss ever made
For the best listening experience and to never miss an episode, subscribe to Behind the Advice on your…
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
For the best listening experience and to never miss an episode, subscribe to Behind the Advice on your…
Why Lin Sok thinks more advisors should be working independently
For the best listening experience and to never miss an episode, subscribe to Behind the Advice on your…
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…