Behind the Advice Podcast Por The Globe and Mail arte de portada

Behind the Advice

Behind the Advice

De: The Globe and Mail
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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 Economía Finanzas Personales
Episodios
  • What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification

    What the loss of her family’s wealth during the Iranian revolution taught Tina Tehranchian about diversification
    Mar 4 2026

    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.


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    22 m
  • Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning

    Why Darren Coleman thinks longevity and caregiving are the next big trends in wealth planning
    Feb 25 2026

    This week, Brenda speaks with Darren Coleman, a Senior Financial Advisor & Portfolio Manager with Coleman Wealth 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.


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    29 m
  • How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm

    How Shiraz Ahmed went from cold-calling prospects to launching his own wealth management firm
    Feb 18 2026

    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.


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    23 m
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