Behind the Advice

Interviews with financial advisors on their personal money philosophies AI summary

The Globe and Mail Visit website › Business · EN · 35 episodes · latest 2026-10-28

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What it is about

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.

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2024 The Globe and Mail

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Latest episodes

What working in high-end hotels taught Natalie Jamison about wealth management

2026-10-28 · 23 min · Season 5, episode 6

Natalie 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…
William Chan thinks AI is forcing advisors to level up their game

2026-10-21 · 20 min · Season 5, episode 5

After 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…
How a Bay Street legend taught Ryan Bushell to make clients his priority

2026-10-14 · 31 min · Season 5, episode 4

On 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…
Millie Gormely doesn’t want her clients to die rich

2026-10-07 · 30 min · Season 5, episode 3

Millie 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…
Why losing all his RRSP on a dot-com stock was the best lesson for Harp Sandhu

2026-09-30 · 23 min · Season 5, episode 2

After 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…
What managing her mom’s estate at a young age taught Kimberly Wood about money

2026-09-23 · 27 min · Season 5, episode 1

What 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…
Coming soon: Season five of Behind the Advice

2026-09-16 · 1 min

Brenda 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…
How Rona Birenbaum overcame her fear of spending

2026-06-24 · 32 min · Season 4, episode 6

Rona 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…
How gold shaped Zainab Williams’ understanding of money and wealth

2026-06-17 · 29 min · Season 4, episode 5

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…
Aravind Sithamparapillai’s path to becoming an advisor started in a birthing room

2026-06-10 · 31 min · Season 4, episode 4

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…

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Publisher details

Oldest episode in feed: 09/2024 · over 2 years
Typical length: 23 min
Format: Episodic Newest first, episodes stand alone
Keywords: canada, financial advice, globe advisor, financial advisor, advisor, finance, investing, the globe and mail

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