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Behind the Advice

The Globe and Mail
Finfluencers
Finance
CIBC Wood Gundy
Artificial Intelligence
Money Management
CI Assante Wealth Management
Holistic Financial Planning
Canada
New York City
Vancouver
Artificial Intelligence In Finance
Open Banking
Longevity
Caregiving
Tehran, Iran
Merrill Lynch
Law
Taxation
Family Dynamics
Crimson Financial

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 th... more

PublishesWeeklyEpisodes25Founded2 years ago
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Artwork for Behind the Advice

Latest Episodes

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 fin... more

Herman 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 change.

After 15 yea... more

Imagine being fifteen years old, sitting in a private school classroom, and being told you have to leave because the tuition hasn't been paid. For Elke Rubach, that moment was the beginning of a crash course in what happens when a family assumes some... more

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... more

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Recent Guests

Herman Chan
Financial planner and founder of Crimson Financial
Crimson Financial
Episode: Herman Chan on the benefits and challenges of going independent
Elke Rubach
Holistic family advisor with a background in law and compliance
Holistic family advisory firm
Episode: How Elke Rubach helps families avoid financial trauma
Jay Smith
Senior Portfolio Manager at CIBC Wood Gundy
CIBC Wood Gundy
Episode: From philosophy to finance: Jay Smith’s unconventional path to becoming a top advisor
Lori Curtiss
Certified financial planner and founder of A Money Maker Mindset, Calgary
A Money Maker Mindset
Episode: Why switching to advice-only was the best career move Lori Curtiss ever made
Tina Tehranchian
Senior Wealth Advisor at CI Assante Wealth Management
CI Assante Wealth Management
Episode: What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification
Darren Coleman
Senior Portfolio Manager with Coleman Wealth at Raymond James
Raymond James / Coleman Wealth
Episode: Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
Shiraz Ahmed
Founder and CEO of Sartorial Wealth
Sartorial Wealth
Episode: How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm
Lin Sok
Independent financial advisor based in Montreal
Independent Financial Advisor
Episode: Why Lin Sok thinks more advisors should be working independently
Julia Chung
Founder and CEO of Spring Planning; board chair of the Financial Planning Association of Canada
Spring Planning; Financial Planning Association of Canada
Episode: How Julia Chung went from being a single teenage mother to a financial advisor

Host

Brenda Bouw
Host of Behind the Advice

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#38
Canada/Business/Investing
Apple Podcasts
#107
Canada/Business
Apple Podcasts
#84
Saudi Arabia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How Julia Chung went from being a single teenage mother to a financial advisor
Q: How did you move from a young mother to a career in finance?
I sought stability and education, took targeted steps (CSC/CPH), and found mentors who believed in me, which helped me transition from private programs to the trading desk and beyond.
How Julia Chung went from being a single teenage mother to a financial advisor
Q: Tell us about your upbringing and how it shaped your view of money.
Growing up in a family that talked openly about money allowed me to understand not just how money works, but what money can do for people, providing choices and flexibility rather than constraints.
From poverty to cancer, Robyn Thompson’s experiences have shaped her financial perspective
Q: How did the cancer diagnosis change your life and your business?
It reinforced the need to be in service to others, prompted a major pivot toward broader impact, and led to selling her practice while continuing to support clients through a transition.
From poverty to cancer, Robyn Thompson’s experiences have shaped her financial perspective
Q: So what was the journey from being a waitress to wanting to be a financial advisor?
Her path included marketing, journalism, and hands-on experience with money management, which gradually built the foundation for a career in advising and the credibility to educate others on wealth creation.
Why Samantha Sykes thinks we should be worried about the rise of finfluencers
Q: What has helped you guide clients through market volatility?
Emphasizing a calm, long‑term perspective and helping clients stay invested rather than reacting to short‑term moves, underscoring the idea that time and discipline are crucial to growth.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About Behind the Advice

What is Behind the Advice about and what kind of topics does it cover?

The show centers on financial professionals and the real-world experiences that shape their advisory approaches. Across episodes, listeners hear candid career journeys—from corporate finance to independent practice and entrepreneurship—along with practical money-management lessons, client-centric strategies, and the evolving role of technology, AI, and behavioral finance in advisory work. Noteworthy angles include mentors and succession planning in aging advisor communities, diversity and inclusion in finance, and the human side of money—conflicts, life events, and resilience that influence how advice is given. The format tends to mix personal storytelling with actionable takeaways for both aspiring advisors and potential clients, making it... more

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Which podcasts are similar to Behind the Advice?

These podcasts share a similar audience with Behind the Advice:

1. The Decibel
2. In the Money with Amber Kanwar
3. Cost of Living
4. Build Wealth Canada Podcast
5. Wonk

How many episodes of Behind the Advice are there?

Behind the Advice launched 2 years ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Behind the Advice?

Recent guests on Behind the Advice include:

1. Herman Chan
2. Elke Rubach
3. Jay Smith
4. Lori Curtiss
5. Tina Tehranchian
6. Darren Coleman
7. Shiraz Ahmed
8. Lin Sok

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