Why Shay Steacy switched from being a fee-based advisor to an advice-only financial planner
Behind the AdviceShow Notes
After years of climbing the ranks at some of Canada’s largest financial institutions, Shay Steacy felt that the traditional wealth management model often ignored the very people who needed advice the most. Today, she is an independent advice-only financial planner championing a philosophy of “financial independence, live early.” Shay speaks with Brenda Bouw about the babysitter who taught her an early lesson in budgeting, the feeling of being a salesperson at a big bank, and why she has the word “balance” tattooed on her arm.
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