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…
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…