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 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…