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by The Globe and Mail
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- 5 days ago0 min
Coming soon: Season four of Behind the Advice
Money choices are rarely simple. They come wrapped up in fear, ambition, regret and our own life experiences. On season four of Behind the Advice, we’re going deeper into the world of the adviser. Not just the polished presentations and growth charts, but the late‑night client calls, awkward confessions, and the moments when plans collide with things like illness, divorce, job loss or sudden opportunity. In each episode, we talk candidly with advisors about how they found their way into the industry, the lessons carved out over decades of markets and mistakes, and the personal histories that quietly steer the counsel they give. Season four launches on May 20th. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Mar 18, 202625 min
From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor
This week, Brenda speaks with Jay Smith, senior portfolio manager at CIBC Wood Gundy. Jay talks about his early career as an academic, how a PHD in philosophy prepared him for the world of finance, and how he talked his way into a job at Merrill Lynch in the 1970s. He also shares some lessons he’s learned over his five decades in the investment industry and how those experiences have shaped the investment strategy he uses today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Mar 11, 202622 min
Why switching to advice-only was the best career move Lori Curtiss ever made
This week, Brenda speaks with Lori Curtiss, a certified financial planner and the founder of A Money Maker Mindset, based in Calgary. The two talk about Lori’s childhood in a small farming community in Alberta, the financial challenges of becoming a single mother at 18, and how she learned to be less controlling with her own money later in life. Lori also discusses why choosing to become an advice-only financial advisor was the best move of her career and how she built a thriving practice despite a strong dislike of networking. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Mar 4, 202621 min
What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification
This week, Brenda speaks with Tina Tehranchian, a senior wealth advisor at CI Assante Wealth Management in Toronto. The two discuss Tina’s childhood in Iran, how losing her family’s wealth during the Iranian Revolution changed her perspective on money, and her experience immigrating to Canada during a recession. They also discuss Tina’s path into the financial services industry and her recent appointment to the Order of Canada. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Feb 25, 202629 min
Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
This week, Brenda speaks with Darren Coleman, senior financial advisor and portfolio manager with Portage Cross Border Wealth Management 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Feb 18, 202623 min
How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm
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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Feb 11, 202628 min
Why Lin Sok thinks more advisors should be working independently
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.
- Feb 5, 20261 min
Coming soon: Season three of Behind the Advice
Brenda Bouw is back hosting season three of Behind the Advice, a podcast from The Globe and Mail that takes you behind the scenes with the people who help Canadians make some of their biggest life decisions. Whether you’re a financial advisor looking for new ideas, an investor curious about the person across the table, or just someone interested in the human side of money, Behind the Advice will have something for you. Season 3 launches February 11th. 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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About Behind the Advice
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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