In this episode of the Canadian Money Roadmap Podcast, host Evan Neufeld shares his personal journey to becoming a certified financial planner at an independent investment firm in Canada. Evan discusses his educational background, early entrepreneurial ventures, and the pivotal moments that led him to his current role. He elaborates on his experience transitioning his firm's dealer to Sterling Mutuals and explains what it means to work at an independent firm. Evan also shares insights into his business practices and his plans for the podcast and his YouTube channel over the summer.

Email Evan at [email protected]

00:00 Introduction and Listener Feedback

01:56 Taking a Summer Break

03:42 Early Aspirations and Education

06:48 Entering the Financial Planning Industry

09:20 Joining Enns and Baxter Wealth Management

09:42 Understanding Independent Firms

15:41 Building the Business and CFP Designation

20:33 Transitioning Clients and COVID Challenges

22:43 Starting the Podcast

25:41 Future Plans and Conclusion

Retirement Readiness Scorecard 🇨🇦

Looking to retire in the next 10 years or less (age 45+)?

Get your money organized - Your Full Financial Picture Spreadsheet