Once a high net-worth advisor, Shannon Lee Simmons set out on her own to provide advice and financial education to an underserved market of younger, less affluent clients
While most advisors spend their careers helping their clients accumulate assets, Ian Moyer focuses on helping older clients convert their retirement savings into income. "A lot of people are taking money out of their plans," he says. "It's a huge market"
Stan Tepner, a former rock music critic, uses his background as an accountant to help him create tax-smart financial plans for his clients
Greg Walsh became a financial advisor after a successful stint as a restaurateur in Taiwan. An early brush with the investment industry showed him a side of this business he wanted to avoid
Trevor Van Nest, formerly a financial services marketing executive, has found his niche as a fee-only financial planner. He strives to remove the emotional baggage from finances for his clients and to use compassion
How can you prove yourself as a credible, trustworthy professional to older clients and employers?
Darrin Shannon is not about to rest on his laurels as a former NHL player. He'd rather be known as a financial advisor who puts his clients first and maps out ways to help them reach their goals
Sandi Martin offers fee-only planning services to a far-flung base of clients from the comfort of her home in Ontario's picturesque cottage country
Darryl Robinson specializes in helping clients make the shift into retirement by addressing both their financial needs and their emotional anxieties
Dividing her time between Vancouver and Toronto, Darcie Crowe specializes in providing financial advice to women who are experiencing profound changes in their lives