What does real wealth management look like when your biggest
asset isn’t your portfolio — but your business, your family, and
your time?
On this special episode of In the Money with Amber Kanwar, Amber
sits down with Danielle Martin, Senior Wealth Advisor and
Portfolio Manager, ScotiaMcLeod, who specializes in working with
business owners, dentists, and medical professionals with complex
financial lives. Together, they move beyond stock picking and
into the realities of holistic wealth planning — from tax
strategy and insurance to legacy planning, work-life balance, and
peace of mind.
Danielle explains why entrepreneurs think differently about
money, why many invest almost everything back into their
businesses, and how that mindset can create blind spots if not
properly managed. She shares the “crystal ball” she’s developed
over decades of advising business owners — the common pitfalls,
emotional traps, and distractions that can derail long-term
financial success — and how structure and simplicity help clients
stay the course.
The conversation also explores major life moments that don’t show
up on a balance sheet: maternity leave as a financial event,
building a career without a pension, raising a family while
running a business, and why trust and listening matter just as
much as returns. Danielle reflects on being one of the only women
in her training class decades ago, and why wealth management
today is becoming a far more human — and inclusive — profession.
The Scotiabank Women Initiative is committed to helping women
grow their businesses, advance their careers and invest in their
futures, so they can succeed on their own terms. For more, visit
https://scotiabank.com/women-initiative.
Timestamps
00:00 Show intro
00:55 Managing wealth for business owners
04:00 Educating clients on a holistic approach to wealth
management
05:30 The most common pitfalls
07:00 When should business owners start?
08:40 Where does maternity leave and flexibility fit in?
11:00 It’s a fantastic industry for women
Sponsors
The Scotiabank Women Initiative is committed to helping women
grow their businesses, advance their careers and invest in their
futures, so they can succeed on their own terms. For more check
out: https://www.scotiabank.com/women-initiative/ca/en.html
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
SCOTIA WEALTH MANAGEMENT DISCLAIMER
This publication has been prepared by The Bank of Nova Scotia for
Scotia Wealth Management clients and may not be redistributed. It
is for general information purposes only and should not be
considered or relied upon as personal and/or specific financial,
tax, pension, insurance, legal or investment advice. We are not
tax or legal advisors and we recommend that individuals consult
with their qualified advisors, including tax and legal advisors,
before taking any action based upon the information contained in
this publication. Opinions and projections contained in this
publication are our own as of the date hereof and are subject to
change without notice. Scotia Wealth Management is under no
obligation to update this commentary and readers should assume
the information contained herein will not be updated. While care
and attention has been taken to ensure the accuracy and
reliability of the material in this publication, neither The Bank
of Nova Scotia nor any of its affiliates or any of their
respective directors, officers or employees make any
representations or warranties, express or implied, as to the
accuracy or completeness of such material and disclaim any
liability resulting from any direct or consequential loss arising
from any use of this publication or the information contained
herein. This commentary may contain forward-looking statements
based on current expectations and projections about future
general economic factors. Forward-looking statements are subject
to inherent risks and uncertainties which may be unforeseeable
and such expectations and projections may be incorrect in the
future. Forward-looking statements are not guarantees of future
performance and you should avoid placing undue reliance upon
them. This publication and all the information, opinions and
conclusions contained herein are protected by copyright. This
publication may not be reproduced in whole or in part without the
prior express consent of The Bank of Nova Scotia.
Registered trademark of The Bank of Nova Scotia, used under
licence. Scotia Wealth Management consists of a range of
financial services provided by The Bank of Nova Scotia
(Scotiabank); The Bank of Nova Scotia Trust Company
(Scotiatrust); Private Investment Counsel, a service of 1832
Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia
Wealth Insurance Services Inc.; and ScotiaMcLeod, a division of
Scotia Capital Inc. Private banking services are provided by The
Bank of Nova Scotia. Estate and trust services are provided by
The Bank of Nova Scotia Trust Company. Portfolio management is
provided by 1832 Asset Management L.P. and 1832 Asset Management
U.S. Inc. Insurance services are provided by Scotia Wealth
Insurance Services Inc. Wealth advisory and brokerage services
are provided by ScotiaMcLeod, a division of Scotia Capital Inc.
International investment advisory services are provided by Scotia
Capital Inc. Financial planning services are provided by The Bank
of Nova Scotia and ScotiaMcLeod. Scotia Capital Inc. is a member
of the Canadian Investor Protection Fund and is regulated by the
Canadian Investment Regulatory Organization. Scotia Wealth
Insurance Services Inc. is the insurance subsidiary of Scotia
Capital Inc., a member of the Scotiabank group of companies. When
discussing life insurance products, ScotiaMcLeod advisors are
acting as Life Insurance Agents (Financial Security Advisors in
Quebec) representing Scotia Wealth Insurance Services Inc.
In the Money delivers expert stock picks, actionable ideas, and
timely money management tips. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers who suggest ways to achieve good returns. Covering
everything from ETFs and Canadian stocks to global investing
trends, dividend strategies, and risk management, this show is
made for DIY investors, stock market enthusiasts, and anyone
looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
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