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S4E4 Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room
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…
S4E3 Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner
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…
S4E2 Herman Chan on the benefits and challenges of going independent
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…
S4E1 How Elke Rubach helps families avoid financial trauma
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…
S4 Coming soon: Season four of Behind the Advice
Money 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 world of the adviser.…
S3E6 From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor
This 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 the world of finance,…
S3E5 Why switching to advice-only was the best career move Lori Curtiss ever made
This 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 small farming community…
S3E4 What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification
This 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 family’s wealth during the…
S3E3 Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
This week, Brenda speaks with Darren Coleman, senior financial advisor and portfolio manager with Portage Cross Border Wealth Management at Raymond James. The two discuss Darren's entry into the…
S3E2 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,…
S3E1 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…
S3 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…
S2E6 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…
S2E5 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…
S2E4 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…
S2E3 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…
S2E2 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,…
S2E1 John De Goey is questioning long-held beliefs within the financial services industry
In the first episode of season two, Brenda speaks with John De Goey, a well-known advisor and author who isn't afraid to question industry norms. John's bold ideas and critical perspective have set…
S2 Coming soon: Season two of Behind The Advice
Money weaves its way through all our lives. It influences our choices, big and small, and charts the course of our future. And behind every piece of financial advice, there's a person with a unique…
S1E6 How life as an Olympic sprinter prepared Adrienne Power for a career in financial planning
Adrienne Power is an Olympic sprinter turned financial advisor from East Jeddore, N.S. Raised by a family that fostered a love of competition, Adrienne excelled at sports from a young age and starred…
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Behind the Advice has published 26 episodes since September 2024, covering topics in Business, Investing.
Behind the Advice is currently highly active with new episodes weekly. Average episode length is 26m.
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