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Behind the Advice

Behind the Advice

Auteur(s): The Globe and Mail
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À propos de cet audio

 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 Finances personnelles Économie
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  • How Julia Chung went from being a single teenage mother to a financial advisor

    How Julia Chung went from being a single teenage mother to a financial advisor
    Jul 23 2025
    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 into adulthood, testing her resilience and requiring a rapid education in financial literacy. Today, Julia is the founder and CEO of Spring Planning in the Vancouver area and serves as the Board Chair of the Financial Planning Association of Canada. She speaks with Brenda about growing up with hippie parents, her initial reluctance to accept a leadership role at FPAC, and why we're seeing more women in leadership positions within the financial services industry.
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    28 min
  • Why Bo Banner left the CFL for a career as an advisor

    Why Bo Banner left the CFL for a career as an advisor
    Jul 16 2025
    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 football. After four successful years on a scholarship at Central Washington University, he landed a pro contract with the Montreal Alouettes in the Canadian Football League. But a few years later, he decided to hang up his cleats and focus on a new career as a wealth advisor. Today, Bo works as an independent financial advisor in Whistler, BC. He and Brenda discuss his path to the CFL, the circumstances that led him to leave football behind for a career in finance, and how being a pro athlete prepared him for life as an advisor.
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    24 min
  • Why Samantha Sykes thinks we should be worried about the rise of finfluencers

    Why Samantha Sykes thinks we should be worried about the rise of finfluencers
    Jul 9 2025
    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 impromptu conversation on a cruise ship that set her career as an advisor in motion. These days, Samantha is a Senior Investment Advisor and Financial Planner at Raymond James in Toronto. She and Brenda discuss a humbling mistake she made early in her career, her concerns about the rise of “finfluencers” and her advice for women of colour wanting to break into the advisory world.
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    29 min
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