This advisor uses her early passion for teaching to help clients understand their finances
Open this photo in gallery: Linda Shick, senior portfolio manager and senior wealth advisor with Family Wealth Counsel…
This advisor dreamed of a career in finance as a teen, so he put up a CA recruitment poster on his bedroom wall
Open this photo in gallery: Shawn Filion, senior wealth management advisor at Desjardins Securities Inc.Stéphane Bourgeois/Supplied In the…
Why this money manager believes Obi-Wan Kenobi would make a good advisor
Open this photo in gallery: Benoît Poliquin, president and portfolio manager at Ottawa-based Exponent Investment Management.Supplied In the…
Why switching to advice-only was the best career move Lori Curtiss ever made
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This advisor learned the value of being boring after losing out on a speculative stock early in his career
Open this photo in gallery: Harp Sandhu, senior wealth advisor and portfolio manager at Sandhu Wealth of Raymond…
How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm
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This advisor was a hotelier before choosing a career in financial services
Open this photo in gallery: Natalie Jamison, senior wealth advisor at ScotiaMcLeod, uses her podcast to teach financial…
The parking lot meltdown that led this young mother, now an advisor, to turn her life around
Open this photo in gallery: Lori Curtiss, certified financial planner, certified financial behaviour specialist, and founder of A…