How burnout and a medical crisis forced this advisor to rethink her workload and client niche
Millie Gormely, a certified financial planner at IG Wealth Management in Thunder Bay, Ont., reflects on her journey from a dairy farm upbringing to financial advising, discussing how burnout and a medical crisis led her to redefine her work-life balance and client focus. She emphasizes the importance of self-care, clear client targeting, and the human side of financial advice. Her experience underscores a shift toward more personalized, planning-first advisory services in the evolving financial industry.
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Open this photo in gallery:Millie Gormely, a certified financial planner at IG Wealth Management in Thunder Bay, Ont.SuppliedShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountIn the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, lessons learned over the years and how their experiences influence the advice they give clients. Season 4 of the Behind the Advice podcast is coming out later this spring. You can find episodes from the first three seasons here. Millie Gormely, a certified financial planner at IG Wealth Management Inc.
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