How to get the asset allocation mix right in modern portfolios
Open this photo in gallery: Advisors have increasing options to piece together a portfolio mix that balances growth,…
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 strategic allocations to alts can strengthen core portfolios
Open this photo in gallery: Many advisors are turning to alternatives to add stability amid volatile markets.GETTY IMAGES…
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 dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall
Open this photo in gallery: Shawn Filion, senior wealth management advisor at Desjardins Securities Inc.Stéphane Bourgeois/Supplied In the…
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…
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 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…