• My career path as an independent CFP® Professional

  • Jun 12 2024
  • Duración: 28 m
  • Podcast

My career path as an independent CFP® Professional

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  • Resumen

  • In this episode of the Canadian Money Roadmap Podcast, host Evan Neufeld shares his personal journey to becoming a certified financial planner at an independent investment firm in Canada. Evan discusses his educational background, early entrepreneurial ventures, and the pivotal moments that led him to his current role. He elaborates on his experience transitioning his firm's dealer to Sterling Mutuals and explains what it means to work at an independent firm. Evan also shares insights into his business practices and his plans for the podcast and his YouTube channel over the summer.

    Email Evan at hello@evanneufeld.com

    00:00 Introduction and Listener Feedback

    01:56 Taking a Summer Break

    03:42 Early Aspirations and Education

    06:48 Entering the Financial Planning Industry

    09:20 Joining Enns and Baxter Wealth Management

    09:42 Understanding Independent Firms

    15:41 Building the Business and CFP Designation

    20:33 Transitioning Clients and COVID Challenges

    22:43 Starting the Podcast

    25:41 Future Plans and Conclusion

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