135. My career path as an independent CFP® Professional
My career path as an independent CFP® Professional
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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