Rianne DeCastro, a CFP based out of Ottawa, Ontario, shares her journey from a biology degree to founding DeCastro Wealth Services. She discusses the transition, niche development, and the importance of authenticity in financial planning. Our conversation covers topics related to personal growth, financial independence, and the impact of social media on financial planning. We also delve into the rewards of helping clients achieve their financial goals and the importance of mindset and consistency in wealth-building.

Where to find her :

https://decastrowealth.com

Janine Guenther, working out of West Vancouver BC, is a financial expert with extensive experience in the financial services. In this episode she shares insights into her career evolution, the challenges faced by women in the financial industry, and the need for change in technology and regulatory environments. She emphasizes the importance of human connection in financial advising and the impact of personal experiences on her professional journey. Janine shares insights on sponsorship for women, the impact of DEI initiatives, and the importance of forging connections.

Where you can find her :

https://www.bellvest.ca/team/janine-guenther/

The conversation covers Travis Chappell's journey as an independent financial advisor, based out of Port Elgin, Ontario. We discuss his philosophy on honest and transparent financial advice, and the transition to being independent. He emphasizes the importance of unlearning traditional sales culture and educating clients about financial planning, wealth management, and insurance. Our conversation covers various aspects of financial advice, including the challenges, rewards, and ethical considerations.

Where to find him :

[email protected]

https://www.linkedin.com/in/travis-chappell 

https://www.instagram.com/travis.financial/ https://www.facebook.com/p/Travis-Chappell-MCO-Private-Wealth-61585133834325/

Joshua Hornbeck, a financial planner based out of Ottawa, Ontario, shares his journey into the industry, the challenges he faced, and the importance of holistic financial planning. He emphasizes the need for fiduciary duty and the impact of personal growth in his career. Joshua's approach to client relationships is centered on understanding their emotional needs and providing support. Our conversation covers the importance of human connection in financial planning, the significance of understanding a client's emotional response to market fluctuations, and the rewarding aspects of being a financial planner.

Where you can find him :

https://www.linkedin.com/in/joshua-hornbeck-qafp®-4b352622a 

[email protected]

Maria Smith, an advice-only financial planner out of Edmonton Alberta, shares her journey from being a certified athletic therapist to a high school teacher and finally to an independent financial planner. She emphasizes the importance of accountability and breaking down financial concepts into manageable chunks. Maria also discusses the Women Can Money Summit, her approach to financial empowerment, and the need for Canadian-specific content for women in finance. Our discussion covers insights on financial planning, the transition to a new career, and the importance of involving both partners in financial decisions.

Here's where you can find her:

https://mariasmithfinancialplanning.com/

@mariasmithfinancialplanning