『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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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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  • How gold shaped Zainab Williams’ understanding of money and wealth

    How gold shaped Zainab Williams’ understanding of money and wealth
    2026/06/17

    We often think of financial planning as a game of math. But for Zainab Williams, the real work doesn't start with numbers; it starts with understanding the person sitting across from her. Zainab is a certified financial planner and dedicated money coach who operates on an advice-only model.

    She and Brenda discuss why she views financial planning as a form of behavioural therapy, why she’s worried about the speed at which AI is affecting personal finance choices, and how establishing personal guardrails around money can give people the freedom to live fully today while still securing tomorrow.


    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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    29 分
  • Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room

    Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room
    2026/06/10

    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 with very little support. Today, Aravind is a financial planner at Ironwood Wealth Management Group, where he specializes in advising midwives and women in health care.

    He speaks with Brenda about his cross-continental family history, what he learned from female mentors in the industry and how he navigates deeply vulnerable conversations around financial planning.


    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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    31 分
  • Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner

    Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner
    2026/06/03

    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 most. Today, she is an independent advice-only financial planner championing a philosophy of “financial independence, live early.”

    Shay speaks with Brenda Bouw about the babysitter who taught her an early lesson in budgeting, the feeling of being a salesperson at a big bank, and why she has the word “balance” tattooed on her arm.


    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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    34 分
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