E96 - Special Feature: ​​The Case for a Holistic Approach to Wealth

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 differ...