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Join date: Jul 4, 2022
Posts (23)
Jan 29, 2024 ∙ 1 min
NewRetirement Podcast: Financial Well-Being: A Holistic Approach
In episode 75 of the NewRetirement Podcast, Brian Portnoy, founder of Shaping Wealth, emphasizes holistic well-being within the context...
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Jan 15, 2024 ∙ 4 min
Announcing Exclusive Canadian Partnership with Q Wealth Partners
Q Wealth Partners, one of Canada’s only co-operative Partner-led Portfolio Management firms, proudly announces a groundbreaking...
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Oct 23, 2023 ∙ 1 min
Transforming the human experience of money
In this episode of The Active Advisor, host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Brian Portnoy, CFA...
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Shaping Wealth
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