Behind the Advice
af The Globe and Mail
Seneste episode
What working in high-end hotels taught Natalie Jamison about wealth…
What working in high-end hotels taught Natalie Jamison about wealth…
Om denne podcast
There’s no one-size-fits-all when it comes to financial advice. It’s as varied and individual as the people giving it. Welcome to Behind The Advice, a new podcast from The Globe and Mail. Join Globe Advisor reporter Brenda Bouw as she speaks with a wide variety of financial advisors across the country, digging into their personal relationships with money, the most important lessons learned over the years, and how their experiences shape the advice they give clients today.
Episoder
De nyeste 20 af 35 episoder
- What working in high-end hotels taught Natalie Jamison about wealth management · 23 min. · Sæson 5 Episode 6Natalie Jamison’s first career was in luxury hotels. She loved the work, but the hours made it hard to picture the family life she wanted. When she moved into wealth management…
- William Chan thinks AI is forcing advisors to level up their game · 20 min. · Sæson 5 Episode 5After years of long hours in finance, William Chan realized his career was costing him precious time with his family. When the pandemic gave him a chance to rethink his…
- How a Bay Street legend taught Ryan Bushell to make clients his priority · 31 min. · Sæson 5 Episode 4On his first day at an investment firm, Ryan Bushell expected career advice from his then-boss. Instead, he got a lesson about fancy and ordinary office chairs that still shapes…
- Millie Gormely doesn’t want her clients to die rich · 30 min. · Sæson 5 Episode 3Millie Gormely grew up on a dairy farm outside Thunder Bay, Ont., where money could be unpredictable and hard work was simply part of life. As a kid, she learned that if she…
- Why losing all his RRSP on a dot-com stock was the best lesson for Harp Sandhu · 23 min. · Sæson 5 Episode 2After losing his entire RRSP investment on a hot stock tip, Harp Sandhu learned that building wealth doesn’t have to be exciting. Today, Harp is a senior wealth advisor and…
- What managing her mom’s estate at a young age taught Kimberly Wood about money · 27 min. · Sæson 5 Episode 1What happens when you’re forced to navigate an estate before you’ve had much experience managing your own finances? For Kimberly Wood, becoming the executor of her mother’s…
- Coming soon: Season five of Behind the Advice · 1 min. · Sæson 5Brenda Bouw returns to host a new season of Behind the Advice, The Globe and Mail podcast about financial advice—and the people who give it. This season, advisors across Canada…
- How Rona Birenbaum overcame her fear of spending · 32 min. · Sæson 4 Episode 6Rona Birenbaum has been a natural saver from day one. Raised in a middle‑class household, she learned to scrutinize every purchase – a habit that took decades to loosen. After…
- How gold shaped Zainab Williams’ understanding of money and wealth · 29 min. · Sæson 4 Episode 5We often think of financial planning as a game of math. But for Zainab Williams, the real work doesn't start with numbers; it starts with understanding the person sitting across…
- Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room · 31 min. · Sæson 4 Episode 4After supporting his wife through three midwife-assisted pregnancies, Aravind Sithamparapillai realized that Ontario's midwives were navigating complex tax choices and unique…
- Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner · 34 min. · Sæson 4 Episode 3After years of climbing the ranks at some of Canada’s largest financial institutions, Shay Steacy felt that the traditional wealth management model often ignored the very people…
- Herman Chan on the benefits and challenges of going independent · 25 min. · Sæson 4 Episode 2Herman Chan’s path to becoming a financial planner was anything but linear. He started out with a journalism degree and a dream of being a sports writer, before a stint in retail…
- How Elke Rubach helps families avoid financial trauma · 25 min. · Sæson 4 Episode 1Imagine being fifteen years old, sitting in a private school classroom, and being told you have to leave because the tuition hasn't been paid. For Elke Rubach, that moment was…
- Coming soon: Season four of Behind the Advice · 1 min. · Sæson 4Money choices are rarely simple. They come wrapped up in fear, ambition, regret and our own life experiences. On season four of Behind the Advice, we’re going deeper into the…
- From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor · 26 min. · Sæson 3 Episode 6This week, Brenda speaks with Jay Smith, senior portfolio manager at CIBC Wood Gundy. Jay talks about his early career as an academic, how a PHD in philosophy prepared him for…
- Why switching to advice-only was the best career move Lori Curtiss ever made · 23 min. · Sæson 3 Episode 5This week, Brenda speaks with Lori Curtiss, a certified financial planner and the founder of A Money Maker Mindset, based in Calgary. The two talk about Lori’s childhood in a…
- What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification · 22 min. · Sæson 3 Episode 4This week, Brenda speaks with Tina Tehranchian, a senior wealth advisor at CI Assante Wealth Management in Toronto. The two discuss Tina’s childhood in Iran, how losing her…
- Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning · 29 min. · Sæson 3 Episode 3This week, Brenda speaks with Darren Coleman, senior financial advisor and portfolio manager with Portage Cross Border Wealth Management at Raymond James. The two discuss…
- How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm · 23 min. · Sæson 3 Episode 2In this episode of Behind the Advice, Brenda Bouw speaks with Shiraz Ahmed, founder and CEO of Sartorial Wealth in Mississauga. Shiraz spent more than two decades in the…
- Why Lin Sok thinks more advisors should be working independently · 28 min. · Sæson 3 Episode 1In the first episode of season 3, Brenda Bouw interviews Lin Sok, an independent financial advisor from Montreal. Lin talks about how her experience growing up with immigrant…
