6 Key Lessons Learned as a Fee-For-Service Financial Planner - Talk with Ellen Roseman's Investment Club

Unconventional Wisdom · Apr 11, 2024 · 1h 14m

I was honoured to be invited by Ellen Roseman to speak with her Investment Club about the 6 key lessons I have learned as a fee-for-service financial planner.

They have had investment guest speakers, but never someone just talking about financial planning.

Ellen Roseman is a journalist who sticks up for ordinary Canadians.

Her personal finance & consumer columns appeared in the Toronto Star for 20 years, she was the Star's business editor, a columnist for the Globe and Mail, associate managing editor of the Globe's Report on Business, author of 4 books, has a podcast, and she's been teaching…