The problem was the best (ex)Spurs player is the creative midfielder for the other team. England doesn't have one of those guys. x.com/charlie_hulme/…

#berrylife

ctvnews.ca/video?clipId=6… Although I understand the frustration of this client, you need to hear the entire explanation. I made a video to explain what happened. youtu.be/84-B0PEuGP8

Enjoyed being asked to participate in a panel discussion about insurance within a Private Managers practice. Thanks for the invite! @iASecurities iA Financial Group @jpkelleway

Great sessions create great conversations. To learn more about the insurance-based tax solution for this case, touch base with me. @Peel_Halton iA Financial Group @iASecurities HollisWealth iA Financial Group linkedin.com/feed/update/ur…

Nice to be mentioned in the Globe & Mail last week. theglobeandmail.com/investing/glob…

"When we first started doing insurance (2013) our revenue was zero and last year (2018) we did $150,000" -- tremendous advocacy from Financial Advisor David Lyon from Watermark Wealth Management iA Financial Group HollisWealth Investment Executive Advisor.ca @Peel_Halton youtu.be/0tMRj6b70GU

What an honor! #halloffame. sheridanbruins.com/general/2018-1…

To all CPA attendees. @mhyattspeaker just told you to meet speakers before a presentation. Feel free to introduce yourself to me (pic below) #practax #CPA

linkedin.com/posts/brianlau…

Have you registered for the upcoming 2020 PPI Symposium? I'm speaking about "A Digital Client Experience - How technology should change advisor expectations" This video is about how I use LinkedIn to strengthen my brand and expand my network. #PPI #valueofadvice #buildingstrong

It's vital to work with an insurance expert when dealing with highly technical, tax-driven insurance planning. There are not many advisors in Canada with this type of technical expertise. I'm happy to be one of them. Take a read about insurance shares. ow.ly/LUUm50FbwLQ

An interesting article, but it completely misses the real problem. Insurance advisors often die or leave the business leaving their blocks of business behind...unserviced/not-assigned to an advisor. We call these clients "orphans." ow.ly/H0Dz50Fbxev

Specifically, FSRA is not allowing rebating commissions (in Ontario). I fundamentally don't agree with rebating. It is a clear incentive-based selling tactic that puts stress on the insurance industry to benefit the revenue of the selling advisor. ow.ly/QAsW50Fxr9q

I haven't had the chance to use Conquest since the early beta days, but I'm excited to see how their software integrates with the IG advisor network. Canadian Fintech is vital for a better client/advisor experience. ow.ly/MzoI50FxqzS

All software should be configured to default to FP Canada Assumption guidelines. I like that FP Canada is creating rules for their membership to be held accountable for their assumptions. What happens if a CFP uses incorrect assumptions? Consequences? ow.ly/cdf650FxrEg

I didn't even need to read the article to know that taxes are going up for the wealthy (and business owners). No surprise! advisor.ca/tax/tax-news/t…