After years of long hours in finance, William Chan realized his career was costing him precious time with his family. When the pandemic gave him a chance to rethink his priorities, he made a bold move: leaving corporate finance to become an independent financial planner.

He and Brenda discuss what led him to take that leap, how he talks to his children about money and how artificial intelligence is changing the way financial planners work with clients.

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On his first day at an investment firm, Ryan Bushell expected career advice from his then-boss. Instead, he got a lesson about fancy and ordinary office chairs that still shapes how he manages money.

Today, Ryan is chief executive officer and portfolio manager at New Haven Asset Management in Toronto, where he continues to put his distinctive investing philosophy into practice. He and Brenda discuss the mentor who changed his approach to wealth management, the challenges of starting over in his thirties and why he steers clear of investing in technology stocks.

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Millie Gormely grew up on a dairy farm outside Thunder Bay, Ont., where money could be unpredictable and hard work was simply part of life. As a kid, she learned that if she wanted something, she had to earn it. That philosophy carried on into adulthood. It took juggling multiple jobs, and eventually multiple surgeries, before Millie realized she needed to slow things down.

Today, Millie is a financial planner who focuses her practice on independent women. She and Brenda discuss the intense work schedule that landed her in the hospital, why some lifelong savers struggle to spend in retirement and her new financial planning book, More Than Numbers.

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