Terri Goveia

Decorative pattern

Planning and Advice

How to mentor young advisors

Cecilia Tsang of Rogers Group Financial says it takes more than designations and certifications to succeed.

By Terri Goveia |November 21, 2012

10 min read

Decorative pattern

Planning and Advice

The female factor

When Sherri Hoover puts together a presentation for a group of co-ed entrepreneurs or an all-women “wine and wealth” gathering, the advice is the same: get started, get a plan.

By Terri Goveia |May 1, 2011

5 min read

Decorative pattern

Planning and Advice

Mentoring builds better businesses, advisors

A year into her job at Rogers Group Financial, Cecilia Tsang wrote a test that would have a profound impact on her career. But it wasn’t tied to any designations or certifications. The result would help her gain entry to the group’s articling program, a lengthy mentorship opportunity.

By Terri Goveia |April 11, 2011

10 min read

More Columnists

John Novachis

Is your junior advisor ready to take the lead?

February 11, 2026|4 min read

Here’s why advisors need a business continuity plan

October 22, 2025|4 min read

Robin Riviere

Philosophy for advisors

February 17, 2026|3 min read

An advisor-led model puts you in competition with institutional managers

January 20, 2026|3 min read

Kevin Hayes

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

You can’t do it all yourself

November 25, 2025|3 min read

Jim Lyons

We made it to Newport

January 23, 2026|2 min read

Are your clients confident about their future?

November 20, 2025|3 min read

Mathieu Messina

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Harvey Naglie

CIRO’s tenure plan tests the meaning of independent

March 3, 2026|3 min read

Re: Blue Owl ‘quake’ is not what it seems

February 24, 2026|2 min read