Behind the Advice
Recently ranked · United States
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Ranking history · United States
Latest episodes
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What working in high-end hotels taught Natalie Jamison about wealth management
October 28, 2026 · 23 minNatalie Jamison’s first career was in luxury hotels. She loved the work, but the hours made it hard to picture the family life she wanted. When she moved into wealth management, she brought the best of hospitality with her: a focus on…
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William Chan thinks AI is forcing advisors to level up their game
October 21, 2026 · 20 minAfter years of long hours in finance, William Chan realized his career was costing him precious time with his family. When the pandemic gave him a chance to rethink his priorities, he made a bold move: leaving corporate finance to become…
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How a Bay Street legend taught Ryan Bushell to make clients his priority
October 14, 2026 · 31 minOn his first day at an investment firm, Ryan Bushell expected career advice from his then-boss. Instead, he got a lesson about fancy and ordinary office chairs that still shapes how he manages money. Today, Ryan is chief executive officer…
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Millie Gormely doesn’t want her clients to die rich
October 7, 2026 · 30 minMillie Gormely grew up on a dairy farm outside Thunder Bay, Ont., where money could be unpredictable and hard work was simply part of life. As a kid, she learned that if she wanted something, she had to earn it. That philosophy carried on…
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Why losing all his RRSP on a dot-com stock was the best lesson for Harp Sandhu
September 30, 2026 · 23 minAfter losing his entire RRSP investment on a hot stock tip, Harp Sandhu learned that building wealth doesn’t have to be exciting. Today, Harp is a senior wealth advisor and portfolio manager with Sandhu Wealth at Raymond James Ltd. in…
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What managing her mom’s estate at a young age taught Kimberly Wood about money
September 23, 2026 · 27 minWhat happens when you’re forced to navigate an estate before you’ve had much experience managing your own finances? For Kimberly Wood, becoming the executor of her mother’s estate at 23 was a life-changing education and the start of her…
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Coming soon: Season five of Behind the Advice
September 16, 2026 · 1 minBrenda Bouw returns to host a new season of Behind the Advice, The Globe and Mail podcast about financial advice—and the people who give it. This season, advisors across Canada discuss how they steer clients through volatile markets…
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How Rona Birenbaum overcame her fear of spending
June 24, 2026 · 32 minRona Birenbaum has been a natural saver from day one. Raised in a middle‑class household, she learned to scrutinize every purchase – a habit that took decades to loosen. After starting her career working as a multi‑branch manager at a…
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How gold shaped Zainab Williams’ understanding of money and wealth
June 17, 2026 · 29 minWe 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…
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Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room
June 10, 2026 · 31 minAfter 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…
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Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner
June 3, 2026 · 34 minAfter 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…
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Herman Chan on the benefits and challenges of going independent
May 27, 2026 · 25 minHerman 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 him it was time for a career…

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