Redefining Wealth: A Millennial's Rise to Financial Mastery The 2nd Floor

In this episode of the Second Floor Podcast, we dive deep into the world of finance and investment through the lens of a millennial wealth manager, Joel Shackleton. Joel shares his journey from working in the oil and gas sector to becoming a successful portfolio manager at RBC Dominion Securities. The discussion spans topics such as overcoming impostor syndrome, the importance of building a personal brand, and the unique challenges and advantages of being a young professional in the wealth management industry. Joel also delves into the evolving perceptions of millennials, the impact of the pandemic on financial markets, and his approach to nurturing client relationships and managing wealth across generations. This insightful conversation provides valuable lessons on career growth, the intricacies of the financial market, and the significance of staying committed to one's values and goals in the ever-changing landscape of finance.