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 Raymond James Ltd. in Victoria. He helps his clients navigate the financial complexities of moving between Canada and the U.S. Harp is also seeing more Canadians return home after years south of the border and is facing new questions about their money, taxes and investments.Harp and Brenda talk about the investing mistake that shaped his approach, why cross-border moves are becoming more common and what Canadians need to consider when bringing their finances back home.    Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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 Raymond James Ltd. in Victoria. He helps his clients navigate the financial complexities of moving between Canada and the U.S. Harp is also seeing more Canadians return home after years south of the border and is facing new questions about their money, taxes and investments. Harp and Brenda talk about the investing mistake that shaped his approach, why cross-border moves are becoming more common and what Canadians need to consider when bringing their finances back home. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Raymond James Ltd. in Victoria. He helps his clients navigate the financial complexities of moving between Canada and the U.S. Harp is also seeing more Canadians return home after years south of the border and is facing new questions about their money, taxes and investments.Harp and Brenda talk about the investing mistake that shaped his approach, why cross-border moves are becoming more common and what Canadians need to consider when bringing their finances back home.&nbsp; &nbsp; Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com" rel="noopener noreferrer">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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

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 the start of her career in wealth management. Today, Kim is a wealth advisor with Johnstone Wealth Management Group at National Bank in Toronto, where she focuses on investments, estate and financial planning. She and Brenda discuss a financial choice that cost her a longtime friendship, why being the smartest person in the room can sometimes work against you, and the financial challenges of preparing to grow old alone.     Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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 the start of her career in wealth management. Today, Kim is a wealth advisor with Johnstone Wealth Management Group at National Bank in Toronto, where she focuses on investments, estate and financial planning. She and Brenda discuss a financial choice that cost her a longtime friendship, why being the smartest person in the room can sometimes work against you, and the financial challenges of preparing to grow old alone. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 the start of her career in wealth management. Today, Kim is a wealth advisor with Johnstone Wealth Management Group at National Bank in Toronto, where she focuses on investments, estate and financial planning.&nbsp;She and Brenda discuss a financial choice that cost her a longtime friendship, why being the smartest person in the room can sometimes work against you, and the financial challenges of preparing to grow old alone.&nbsp;&nbsp; &nbsp; Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com" rel="noopener noreferrer">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

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

Behind The Advice is a new podcast about finanical advice and the people who give it. Episode 1 launches Sept 26. Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

Behind The Advice is a new podcast about finanical advice and the people who give it. Episode 1 launches Sept 26. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Behind The Advice is a new podcast about finanical advice and the people who give it. Episode 1 launches Sept 26. Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com" rel="noopener noreferrer">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

Coming Soon: 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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