『Behind the Advice』のカバーアート

Behind the Advice

Behind the Advice

著者： The Globe and Mail
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概要

 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.2024 The Globe and Mail 個人ファイナンス 経済学
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  • Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning

    Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
    2026/02/25

    This week, Brenda speaks with Darren Coleman, a Senior Financial Advisor & Portfolio Manager with Coleman Wealth at Raymond James. The two discuss Darren's entry into the financial services industry at a very young age, how caregiving and longevity are reshaping the business, and why he believes understanding human behaviour is just as essential for an advisor as understanding the numbers.


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

    How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm
    2026/02/18

    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.


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    23 分
  • Why Lin Sok thinks more advisors should be working independently

    Why Lin Sok thinks more advisors should be working independently
    2026/02/11

    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.
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    28 分
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