This portfolio manager knew he wanted to be an advisor when he was a teenager
Open this photo in gallery: “I don’t think this is typical of most financial advisors, but I knew…
How longevity is rewriting retirement plans
Open this photo in gallery: From changing lifestyles to future health care needs, increasing longevity requires a new…
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…
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…
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…
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…