Symposium… Where good things happen! Financial Planning Association of Canada 🤜🤛 The IAFP

⁦Brian Portnoy⁩ speaking at the 2024 IAFP Symposium speaking on the behavioural tools for deeper client engagement. ⁦The IAFP⁩

⁦Aravind Sithamparapillai⁩ & Jason Yee speaking at the ⁦The IAFP⁩ 2024 Symposium about #CPP. How do the enhancements work & implications for business owners

This year's The IAFP symposium came to an end today with an engaging workshop led by Brian Portnoy. This annual symposium is a must now on my annual calendar, will be registering for next year's early bird as soon as I get home.

My latest Financial Facelift in the The Globe and Mail theglobeandmail.com/investing/pers… In this article I discuss #financialplanning & #investment thoughts on how to best optimize their #retirement #CFP #RFP

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My latest Financial Facelift in the Globe & Mail this past weekend. theglobeandmail.com/investing/pers… How you invest is important for your retirement goals. The risk of too much cash is inflation eroding your purchasing power. #retirement #financialplanning #money #investments #CFP #RFP

What is Sun Life’s new decumulation product? moneysense.ca/columns/retire… My thoughts in this MoneySense article by Jonathan Chevreau How you wind down your financial assets in #retirement can have a huge impact on your after #tax #income

My latest Financial Facelift in the The Globe and Mail theglobeandmail.com/investing/pers… In this analysis I provide a real couple with financial planning advice to help their situation #money #CFP #RFP #financialplanning #estateplanning #tax #retirement

What retirees need to know about tax brackets for 2025 moneysense.ca/columns/retire… My thoughts in this Jonathan Chevreau article in MoneySense Tax planning is always important, but even more so in #retirement when income is fixed #money #taxes #financialplanning

Matthew J. Ardrey Jonathan Chevreau MoneySense Tax planning is the differentiator. #justbuildwealth

Ted Rechtshaffen of TriDelta is on BNN Bloomberg speaking about how much income you need in #retirement tridelta.ca/insights/media… #CPP #OAS #money #financialplanning #RRSP #RRIF #TFSA

Capital gains inclusion rate change officially deferred to Jan 1, 2026 (but unofficially likely dead altogether if we get new government)

What would do with a million dollars? Read this couple's plan & my analysis in my latest Financial Facelift in the The Globe and Mail theglobeandmail.com/investing/pers…

Why “unretirement” may be the fate of so many Canadians moneysense.ca/columns/retire… My thoughts in this Jonathan Chevreau article in MoneySense Retirement is not the guaranteed DB plan & many Cdns are struggling to afford it. Planning is needed now more than ever

Are you one of Canada’s top financial planners? Enter the 2025 Financial Planning Awards (Financial Planning Association of Canada ) by April 30! Gain national recognition, connect with peers & win a trip to the IAFP Symposium in Nanaimo. Learn more : iafp.ca/awards

In this The Globe and Mail Financial Facelift I review this couple's #reirement plan. Despite a solid wealth base it is their #budgeting that is the main concern. Compound additional spending over 30+ years & it makes a difference theglobeandmail.com/investing/pers…

Now's the time to enter the 2025 FPAC Financial Planning Awards (with Financial Planning Association of Canada) Compete with planners from across the country Earn national recognition Win a trip to the 2025 IAFP® Symposium Deadline: April 30: iafp.ca/awards #FPawards

#RRIF payments in volatile markets are a concern for investors. My thoughts in these two MoneySense articles by Jonathan Chevreau moneysense.ca/columns/how-to… moneysense.ca/columns/retire… Asset allocation matters.

My latest Financial Facelift in the The Globe and Mail theglobeandmail.com/investing/pers… Changing provinces means different #tax rates #realestate markets & expenses. How does all this affect #retirement