PPersonal finance Read More This advisor’s early-career tax mistake drives her to educate others about moneyDecember 19, 2025 Open this photo in gallery: Treena Nault, a certified financial planner and owner of Nault Group Private Wealth…
PPersonal finance Read More This advisor was a hotelier before choosing a career in financial servicesNovember 6, 2025 Open this photo in gallery: Natalie Jamison, senior wealth advisor at ScotiaMcLeod, uses her podcast to teach financial…
PPersonal finance Read More This advisor wanted to be a lawyer until she became her mom’s executor in her 20sOctober 23, 2025 Open this photo in gallery: Kimberly Wood of Johnstone Wealth found herself reviewing household finances during her mom’s…
PPersonal finance Read More The parking lot meltdown that led this young mother, now an advisor, to turn her life aroundOctober 9, 2025 Open this photo in gallery: Lori Curtiss, certified financial planner, certified financial behaviour specialist, and founder of A…