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Herman 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 management convinced him it was time for a career change. After 15 years of supporting other advisors at major firms su…
Imagine 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 the beginning of a crash course in what happens when a family assumes someone else is “handling the money.” Elke’s journey…
After supporting his wife through three midwife-assisted pregnancies, Aravind Sithamparapillai realized that Ontario's midwives were navigating complex tax choices and unique career longevity hurdles with very little support. Today, Aravind is a financial planner at Ironwood Wealth Management Group…
After 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 who needed advice the most. Today, she is an independent advice-only financial planner championing a philosophy of “finan…
We 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 from her. Zainab is a certified financial planner and dedicated money coach who operates on an advice-only model. She an…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به The Globe and Mail است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.