The Advisor Map

Massimo Curiale | The Advisor Map
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This podcast features in-depth conversations with leading advisors across Canada. Join us as we uncover who they are, what they value, how they think, and how they best serve Canadians

Episodes

  1. Oct 22

    James Kehler, PFP, RIS - Abbotsford, BC

    James Kehler is an independent financial advisor, with a passion for helping people and a love for all things personal finance. We dive into the challenges and experiences of being an independent financial advisor after leaving the banking world, the importance of authenticity in content creation, how being a self-employed advisor isn't all that it seems to be, and the role of financial advisors in addressing client's needs and goals.   Where to find him : james@ffgcanada.ca https://www.youtube.com/@James-Kehler https://www.linkedin.com/in/james-kehler-pfp%C2%AE-ris-a5b1431b3/ https://www.instagram.com/jamesmkehler/ or @jamesmkehler on Instagram

  2. Oct 8

    Colton DeSutter-Bass, CFP - Calgary, Alberta

    My conversation with Colton covers the topics of personal finance, wealth management, and judgment-free financial advice. We delve into the importance of early financial education, the significance of conversational content in the finance world, the journey of a wealth management professional, as well as Colton`s approach to providing judgment-free financial advice. Where you can reach him : https://www.linkedin.com/in/coltondesutterbass  colton.desutterbass@hubfinancial.com Quick disclaimer : Colton is a mutual fund representative through HUB Capital Inc

  3. Sep 24

    Rianne De Castro, CFP - Ottawa, Ontario

    Rianne DeCastro, a CFP based out of Ottawa, Ontario, shares her journey from a biology degree to founding DeCastro Wealth Services. She discusses the transition, niche development, and the importance of authenticity in financial planning. Our conversation covers topics related to personal growth, financial independence, and the impact of social media on financial planning. We also delve into the rewards of helping clients achieve their financial goals and the importance of mindset and consistency in wealth-building. Where to find her : https://decastrowealth.com

  4. Sep 10

    Janine Guenther, CFA, CMT, CFP - Vancouver, BC

    Janine Guenther, working out of West Vancouver BC, is a financial expert with extensive experience in the financial services. In this episode she shares insights into her career evolution, the challenges faced by women in the financial industry, and the need for change in technology and regulatory environments. She emphasizes the importance of human connection in financial advising and the impact of personal experiences on her professional journey. Janine shares insights on sponsorship for women, the impact of DEI initiatives, and the importance of forging connections. Where you can find her : https://www.bellvest.ca/team/janine-guenther/

  5. Aug 27

    Travis Chappell, CFP - Port Elgin, Ontario

    The conversation covers Travis Chappell's journey as an independent financial advisor, based out of Port Elgin, Ontario. We discuss his philosophy on honest and transparent financial advice, and the transition to being independent. He emphasizes the importance of unlearning traditional sales culture and educating clients about financial planning, wealth management, and insurance. Our conversation covers various aspects of financial advice, including the challenges, rewards, and ethical considerations. Where to find him : travis@mcowealth.com https://www.linkedin.com/in/travis-chappell  https://www.instagram.com/travis.financial/ https://www.facebook.com/p/Travis-Chappell-MCO-Private-Wealth-61585133834325/

  6. Aug 7

    Joshua Hornbeck, QAFP - Ottawa, Ontario

    Joshua Hornbeck, a financial planner based out of Ottawa, Ontario, shares his journey into the industry, the challenges he faced, and the importance of holistic financial planning. He emphasizes the need for fiduciary duty and the impact of personal growth in his career. Joshua's approach to client relationships is centered on understanding their emotional needs and providing support. Our conversation covers the importance of human connection in financial planning, the significance of understanding a client's emotional response to market fluctuations, and the rewarding aspects of being a financial planner. Where you can find him : https://www.linkedin.com/in/joshua-hornbeck-qafp®-4b352622a  joshuahornbeck@live.com

  7. Aug 7

    Maria Smith, QAFP - Edmonton, Alberta

    Maria Smith, an advice-only financial planner out of Edmonton Alberta, shares her journey from being a certified athletic therapist to a high school teacher and finally to an independent financial planner. She emphasizes the importance of accountability and breaking down financial concepts into manageable chunks. Maria also discusses the Women Can Money Summit, her approach to financial empowerment, and the need for Canadian-specific content for women in finance. Our discussion covers insights on financial planning, the transition to a new career, and the importance of involving both partners in financial decisions. Here's where you can find her: https://mariasmithfinancialplanning.com/ @mariasmithfinancialplanning

  • 7 Episodes

About

This podcast features in-depth conversations with leading advisors across Canada. Join us as we uncover who they are, what they value, how they think, and how they best serve Canadians

Information

  • Creator
    Massimo Curiale | The Advisor Map
  • Years Active
    2026
  • Episodes
    7
  • Rating
    Clean
  • Copyright
    © 2026 Massimo Curiale | The Advisor Map
  • Show Website
    The Advisor Map