How this advisor went from selling Kool-Aid as a kid to offering the tough advice clients need to hear

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Media Source: The Globe and Mail    |   May 8, 2025

In the Behind the Advice series, Globe Advisor asks advices about their relationship with money from a young age, lessons learned over the years and how their experiences influence the advice they give to clients.

Ladan Shokrgozar, senior portfolio manager at Harbourfront Wealth Management in Vancouver, talks about moving from Iran to Canada as a kid, how she keeps emotion out of investing, and advice for people looking to get into her industry.

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