Home Susan Goldberg

“Companies are going to have to and want to change with the times,” says financial advisor

  • June 1, 2022 June 2, 2022
  • 16:30

An entrepreneur shares how he built his wealth

  • February 4, 2022 February 3, 2022
  • 15:00

Some young clients fear missing out, while older ones may be sitting on unexpected gold mines

  • June 14, 2021 June 14, 2021
  • 15:14

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

  • February 5, 2021 February 3, 2021
  • 10:00

The pandemic has made clients think about care options for themselves and their parents

  • February 5, 2021 February 8, 2021
  • 10:00

Too often, financial planning is viewed only as a math problem

  • October 30, 2020 November 3, 2020
  • 09:00

Canadian Women's Chamber of Commerce founder talks money

  • October 30, 2020 November 3, 2020
  • 09:00

This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. City: Montreal, where I live with my husband, David, and our three kids Age: 50 Occupation: Ombudsperson, Concordia University; writer and public speaker. My most recent book — I […]

  • June 12, 2020 June 22, 2020
  • 09:00

A cave diver discusses death and taxes

  • March 27, 2020 April 13, 2020
  • 09:30

How should advisors find clients today?

  • February 7, 2020 February 6, 2020
  • 09:30