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.,…
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…
What Canadians get wrong about workplace pension plans
Open this photo in gallery: Many employees favour cash today over income tomorrow, which can undermine retirement financial…
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…
Some clients have multiple RRSPs. Here’s why merging them makes sense
Open this photo in gallery: Multiple RRSPs can lead to administrative headaches for clients, as they must track…
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 was a hotelier before choosing a career in financial services
Open this photo in gallery: Natalie Jamison, senior wealth advisor at ScotiaMcLeod, uses her podcast to teach financial…
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…
The parking lot meltdown that led this young mother, now an advisor, to turn her life around
Open this photo in gallery: Lori Curtiss, certified financial planner, certified financial behaviour specialist, and founder of A…