Sorry I did not make your list. Beyond our fee only fiduciary planning, we implement low cost ETF portfolios in a non sales, fiduciary environment at .35% extra, for those who choose it. Pure financial planning fails in solving top investing issue for Canadians, the high fees.

So many "Fee Only", we are now stressing "#FiduciaryPlanning as thebest solution. Non sales, no commission, client first by law, very highly qualified persons. Security discussions possible, not leaving #AdviceGap present between pure planner and investment manager. Lower cost

Check out our newest blog post to learn why your #risk capacity is so essential in developing your financial plan and investment strategy buff.ly/2NYatt7

Understand the issues surrounding the unregulated use of financial #adviser and financial #advisor in our blog post: buff.ly/2OCiFk3

#tbt Attending and representing Gordon Stockman at the #CIFPs Annual National Conference in Halifax- See you in Vancouver!

Don't wait until your allocation disappoints! Learn why you should be revisiting your portfolio #allocation & the level of risk attached: buff.ly/2wafJTd

At XYPN Live

Growing REAL Financial Planning in Canada #RIANextGen #XYPNLIVE pic.x.com/2DVuLNOlcO

Don't forget to vote for this amazing initiative- Voting ends on Thursday! buff.ly/2y5YdRd

You still have time to vote for #BridgeWay Family Centre's initiative in the #AvivaCommunityFund - Vote now: buff.ly/2y5YdRd

A happy ending for another Form T1135 debacle advisor.ca/tax/tax-news/a…

Fiduciary fee only planning is coming to Canada. Slowly but surely. Advice Only is great for the clients and also great business for the advisors. It allows for a focus on total costs paid by clients, which results in lower costs naturally

Review of banks’ retirement planning provides great contrast to Fiduciary Fee Only where easing clients' fears, tax efficiency, estate planning and gifting are standard investmentexecutive.com/news/industry-…

Thanks for the reminder , that since our outside portfolio management arrangement only adds 0.34% fee and optimal asset location is practiced, this service is almost free.

Advisor conflict in helping clients with CPP timing: No conflict, we advise delay. Curious if research on affect of 2 large CPPs causing no survivors benefit. investmentexecutive.com/news/industry-…

Until FP/Advisors charge for what they do instead of by how much you have, nothing will change. Planners have great value at the right price point. Stop the AUM only pricing. You are probably the same client as you were at 2X the wealth(and 2X the fee)

@BoomerandEcho Robb. Have them contact me as well. I was there in 2003 when I showed our first client how much they were going to pay me. In the early yrs I had clients say they would rather see 3500 hidden than 2500 they know about. It has changed. I take 3 to 4 client enquires /week.

Sheer magnitude of financial planning renaissance Edward Jones is implementing is astounding. Added 1,000 new CFPs last year (out of 6,000 new CFPs from all firms nationwide, & more than the next 3 biggest COMBINED). "Edward Jones leads in adding CFPs" investmentnews.com/practice-manag…

"1 in 2 Canadians is a bundle of nerves about money"- Stressed about your finances- let's talk Gordon Stockman #feeonly #financialplanning buff.ly/2E1UbKK

Struggling to find unified financial and tax advice on both sides of the border? Gordon Stockman specializes in cross-border and expatriate #financialplanning and tax planning solutions for Canadians and Americans living in Canada, the U.S and Mexico- buff.ly/2lOvQSe