Defining Wealth With Soul: My Featured Interview on the Desjardins Podcast

Every new year brings its own momentum, but 2026 has already set a powerful tone. As many of you know, our transition to Desjardins marked a meaningful shift — one guided by purpose, alignment, and the desire to serve with even greater intention.

What I didn’t anticipate was how quickly new opportunities would emerge from this change, or how deeply they would resonate.

One of those moments was the honour of being invited onto the newly launched Desjardins Podcast. This conversation gave me space to reflect on what truly matters: building wealth that has meaning, supporting clients through life’s transitions, and staying anchored in values no matter what the markets or the world bring our way.

Some of your stories — the ones that shaped me, taught me, and inspired me — naturally found their way into the discussion. It reminded me once again that the work we do isn’t just financial planning. It is a relationship, a shared journey, and in many ways, a partnership in designing a life with purpose.

I’m excited to share the episode with you here: