We’ve been hearing about it for decades: The baby boomers, one of the largest and wealthiest population cohorts in Canadian history, will soon retire and face the challenge of converting their retirement savings into retirement income. As Jason Pereira (Jason Pereira) of Woodgate

Following up on yesterday's post about the need for financial planning software I thought some real life examples would help. Here's a few different situations I've worked on or am working on in the past month. (Also - yes this SHOULD be part of the work your advisor does). 👇

Folks I need you to vote and share widely. We are the only charity from NS selected. This is huge for us. Katy Jean The Laker News - Pat Healey 🇨🇦 @realfatapollo Mikaela Amber Mac Karen Moores Easter Seals Canada Mayor Pam Mood Matt Dagley @SarahAMoore_PhD Halifax Chamber

Helping clients navigate uncertain times involves listening, building trust, and reinforcing long-term financial planning. buff.ly/3Dc5UKQ

Here are the highlights from the latest tech roundup. buff.ly/4g5xXJN

When prospect conversation is slowing, and you're tempted to ask "Do you have any other questions..." being unsure of what else to cover, instead try simply asking them "Where do you think we should go from here?" "The Magic Phrase to Never Lose The Sale" kitc.es/402KXcW

We believe everybody deserves access to the life-changing benefits of financial planning, regardless of their financial situation. Our FPAC members volunteer their services - as qualified, certified financial planners — to support those in need. No judgement. No shame. And no

Growing Your Question Game: 21 Questions To Ask Clients And Prospects And How To Structure Them For Better Client Engagement bit.ly/3uhJxzs

It’s official — the Financial Planning Awards are back this year to celebrate the best of the best in our field. The FP Awards are your opportunity as financial planners to show off your skills. 🏆To demonstrate your expertise in client-centred financial planning. 🏆To be

Goldman Sachs & JPMorgan have raised their probabilities of a recession to 40%-60%+. If we are heading for recession -- what's your playbook? Here's my take as a financial planner serving some of the highest performers in tech and business:

You put a lot of hard work into giving your clients exactly what they need. And you don’t get celebrated enough for it. That’s why Josh Mendleson, Director of Marketing at Q Wealth Partners, thinks you should apply to the 2025 FP Awards. Ads are constantly telling you that

Self-promotion can feel like a necessary evil. But there’s a better way. Compete in the 2025 FP Awards. You could be a finalist, or even the winner. Earn an achievement that speaks FOR you. That’s the kind of self-promotion that ISN’T self-promotion. And when it comes to

If you want to attend Pierre Poilievre’s Rally for Change Wednesday night in Trenton, Pictou County, please RSVP using this link conservative.ca/canada-first-r…

Why logic isn't enough – what clients actually need to navigate their emotions hrough market-related fears, and 6 questions of advisors can use to help clients feel less stuck in uncertain times (and when to bring in the data!) kitc.es/3GnULbp by Meghaan Lurtz, Ph.D.

You have less than ONE WEEK left to register for the FP Awards. It takes just 5 minutes to register. And three simple steps: → Visit our website at the link below → Answer a few simple questions about your work → Sign your name & pay the $50 competition fee And that’s it.

Everything in the election started to change 11 days ago when we released this interview with Pierre Poilievre Watch: youtu.be/hS-xso4Nmo4

What makes the FP Awards a unique opportunity for professional growth? It’s a chance to put your planning to the test — and see if it belongs among the best. Steven Arnott from Snap Projections says that’s what makes the FP Awards different. “This is the only place in the

8 Tips for Launching a Successful Financial Planning Firm What I wish I knew when I built Measure Twice Financial in 2021: 1. You don't need a big budget (or a big brain) to build a thriving practice. 2. Identify your ideal life and set intentional boundaries from day one. 3.

**** Via SailGP The dates are out! SailGP is coming back to Halifax on 20-21 June 2026! We can’t wait to race in front of our Canadian fans again * More information when available