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Behind the Advice

Behind the Advice

By: The Globe and Mail
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About this listen

 There’s no one-size-fits-all when it comes to financial advice. It’s as varied and individual as the people giving it. Welcome to Behind The Advice, a new podcast from The Globe and Mail. Join Globe Advisor reporter Brenda Bouw as she speaks with a wide variety of financial advisors across the country, digging into their personal relationships with money, the most important lessons learned over the years, and how their experiences shape the advice they give clients today.2024 The Globe and Mail Economics Personal Finance
Episodes
  • Why Lin Sok thinks more advisors should be working independently

    Why Lin Sok thinks more advisors should be working independently
    Feb 11 2026

    In the first episode of season 3, Brenda Bouw interviews Lin Sok, an independent financial advisor from Montreal. Lin talks about how her experience growing up with immigrant parents and selling mixtapes in high school sparked her entrepreneurial spirit. They also cover how open banking could give consumers and advisors more control, Lin’s views on crypto in a portfolio, and practical ways to build a finance career beyond traditional banks.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    28 mins
  • Coming soon: Season three of Behind the Advice

    Coming soon: Season three of Behind the Advice
    Feb 5 2026

    Brenda Bouw is back hosting season three of Behind the Advice, a podcast from The Globe and Mail that takes you behind the scenes with the people who help Canadians make some of their biggest life decisions. Whether you’re a financial advisor looking for new ideas, an investor curious about the person across the table, or just someone interested in the human side of money, Behind the Advice will have something for you. Season 3 launches February 11th.


    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    1 min
  • How Julia Chung went from being a single teenage mother to a financial advisor

    How Julia Chung went from being a single teenage mother to a financial advisor
    Jul 23 2025
    At the age of 19, Julia Chung experienced two life-changing events within just a few days: she lost her mother to cancer and gave birth to her son. This combination of loss and new life thrust Julia into adulthood, testing her resilience and requiring a rapid education in financial literacy. Today, Julia is the founder and CEO of Spring Planning in the Vancouver area and serves as the Board Chair of the Financial Planning Association of Canada. She speaks with Brenda about growing up with hippie parents, her initial reluctance to accept a leadership role at FPAC, and why we're seeing more women in leadership positions within the financial services industry. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    28 mins
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