Behind the Advice

The Globe and Mail
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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.

  1. 2日前

    How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm

    In 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 financial services industry, most recently as an advisor at Raymond James, before starting his own firm in 2025. They discuss Shiraz’s earliest days in the industry as a cold caller, the regulatory challenges of being a cross-border advisor and why he felt the time was right to leave his longtime firm and go out on his own.         Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    23分

  2. 2月11日

    Why Lin Sok thinks more advisors should be working independently

    In 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 parents and selling mixtapes in high school sparked her entrepreneurial spirit. They also cover how open banking could give consumers and advisors more control, Lin’s views on crypto in a portfolio, and practical ways to build a finance career beyond traditional banks. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    28分

  3. シーズン 3 の予告編

    Coming soon: Season three of Behind the Advice

    Brenda Bouw is back hosting season three of Behind the Advice, a podcast from The Globe and Mail that takes you behind the scenes with the people who help Canadians make some of their biggest life decisions. Whether you’re a financial advisor looking for new ideas, an investor curious about the person across the table, or just someone interested in the human side of money, Behind the Advice will have something for you. Season 3 launches February 11th.     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    1分

  4. 2025/07/23

    How Julia Chung went from being a single teenage mother to a financial advisor

    At the age of 19, Julia Chung experienced two life-changing events within just a few days: she lost her mother to cancer and gave birth to her son. This combination of loss and new life thrust Julia into adulthood, testing her resilience and requiring a rapid education in financial literacy. Today, Julia is the founder and CEO of Spring Planning in the Vancouver area and serves as the Board Chair of the Financial Planning Association of Canada. She speaks with Brenda about growing up with hippie parents, her initial reluctance to accept a leadership role at FPAC, and why we're seeing more women in leadership positions within the financial services industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    28分

  5. 2025/07/16

    Why Bo Banner left the CFL for a career as an advisor

    Bo Banner has been chasing the thrill of competition from an early age. He spent a significant period of his youth competing in amateur skateboarding tournaments before shifting his focus to football. After four successful years on a scholarship at Central Washington University, he landed a pro contract with the Montreal Alouettes in the Canadian Football League. But a few years later, he decided to hang up his cleats and focus on a new career as a wealth advisor. Today, Bo works as an independent financial advisor in Whistler, BC. He and Brenda discuss his path to the CFL, the circumstances that led him to leave football behind for a career in finance, and how being a pro athlete prepared him for life as an advisor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    24分

  6. 2025/07/09

    Why Samantha Sykes thinks we should be worried about the rise of finfluencers

    When it came to choosing a career, Samantha Sykes explored several different paths, from writing the LSAT with an intent to pursue law to spending three years at culinary school. But it was an impromptu conversation on a cruise ship that set her career as an advisor in motion. These days, Samantha is a Senior Investment Advisor and Financial Planner at Raymond James in Toronto. She and Brenda discuss a humbling mistake she made early in her career, her concerns about the rise of “finfluencers” and her advice for women of colour wanting to break into the advisory world. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    29分

  7. 2025/07/02

    Why Maili Wong left a high-profile job on Wall Street for a career as an advisor

    Maili Wong has always embraced a challenge. Whether that was pursuing a career in neurosurgery, or, after shifting her focus to finance, moving to New York City to work on the trading floor of a prestigious Wall Street investment bank. But working in a building connected to the World Trade Center on the morning of 9/11 had a profound effect on Maili, forcing her to reevaluate her career path and consider what truly mattered. In this episode, Maili and Brenda discuss her decision to leave her successful Wall Street career, the impact of AI on the wealth advisory industry—both positive and negative—and the qualities she looks for when hiring the next generation of financial advisors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    28分

  8. 2025/06/25

    From poverty to cancer, Robyn Thompson’s experiences have shaped her financial perspective

    Growing up, economic stress was a daily reality for Robyn Thompson. Whether it was tagging along with her parents to Money Mart for a cash advance or seeing them rely on welfare to cover basic needs, these struggles instilled in her a strong work ethic and a sense of financial responsibility that she has carried throughout her career. Today, in addition to her role as a financial advisor, Robyn is a seasoned keynote speaker and media personality, dedicated to providing financial advice to a broader audience. Robyn shares her journey from waitress to wealth advisor, why she sold her business, Castlemark Wealth, and how her experience with cancer inspired her latest career transition. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    27分
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予告編

番組について

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.

情報

  • チャンネル
    The Globe and Mail
  • クリエイター
    The Globe and Mail
  • 配信期間
    24年 - 26年
  • エピソード
    17
  • 制限指定
    不適切な内容を含まない
  • Copyright
    © 2024 The Globe and Mail
  • 番組のWebサイト
    Behind the Advice

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