What happens when you’re forced to navigate an estate before you’ve had much experience managing your own finances? For Kimberly Wood, becoming the executor of her mother’s estate at 23 was a life-changing education and the start of her career in wealth management. Today, Kim is a wealth advisor with Johnstone Wealth Management Group at National Bank in Toronto, where she focuses on investments, estate and financial planning. She and Brenda discuss a financial choice that cost her a longtime friendship, why being the smartest person in the room can sometimes work against you, and the financial challenges of preparing to grow old alone.
What happens when you’re forced to navigate an estate before you’ve had much experience managing your own finances? For Kimberly Wood, becoming the executor of her mother’s estate at 23 was a life-changing education and the start of her career in wealth management. Today, Kim is a wealth advisor with Johnstone Wealth Management Group at National Bank in Toronto, where she focuses on investments, estate and financial planning.
She and Brenda discuss a financial choice that cost her a longtime friendship, why being the smartest person in the room can sometimes work against you, and the financial challenges of preparing to grow old alone.