What happens when a 25-year banking veteran leaves the stability of corporate life to build a business grounded entirely in transparency, education, and human connection? In this episode, Paul speaks with Anita Bruinsma of Clarity Personal Finance about the rise of advice-only planning and why unbiased guidance matters more than ever.

Anita walks through her early career, the spark that made her commit to helping people understand their finances, and the uncomfortable leap into entrepreneurship during a period of global uncertainty. She breaks down the differences between traditional financial planning and fee-only models, the growing wave of DIY investors, and why younger Canadians are bypassing banks altogether.

They also explore managing focus as a business owner, learning from failure, handling mismatched client relationships, and how impostor syndrome shows up even for seasoned professionals. This candid conversation offers practical insight into building financial confidence—and building a business that aligns with your values.

Show Notes :

Ben Felix | PWL Capital on YouTubeAnita Bruinsma | Clarity on Your Money BlogAnita Bruinsma | The Globe and MailRob Carrick | Substack

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