For my 🇨🇦 financial planning nerds:

#GeoscienceCanada has come out with the most wonderful tribute to my dad. A short excerpt, including the #trilobite named for him in 2022:

Today, FP Canada and Institut de planification financière released the 2024 Projection Assumption Guidelines. The Guidelines support financial planners in making long-term financial projections for their clients. They come into effect on April 30. Learn more: spr.ly/6011bYeXP #CFP #QAFP

Just got an email that misspells "midriff" as "mid-drift" and I kind of love it. Almost as good as last week's "Royal Ascent" email 🤩

Here’s what you need to know about the Canadian AdvisorTech Expo. It’s coming up fast (June 10-13th) and we’ve had lots of curiosity and interest from advisors and #financialplanners. So here are the facts! >>> Do I need to attend all the sessions live? No! This is a virtual

Spotted below are Jason Pereira Julia Chung Aravind Sithamparapillai Scott Sather Andrea Thompson @TheTaxHeroes Terry Ritchie Ian Black Jason Watt.CAD david toyne Alexandra Macqueen, CFP® Spencer Mellace (If anyone was missed - apologies!)

As the Canadian Advisor Tech Expo draws to a close today, we’re reflecting on a successful event. This year’s Expo was the 4th annual edition of this event, and it was the biggest and best yet. We’ve heard from folks that they appreciated the wide-array of tech tools that were

Yes!!! #retirement

Registered! See you in September #FPAAnnualConference ✈️

How I’m spending my Saturday morning #IYKYK The IAFP @shapingwealth Brian Portnoy

Accredited by FP Canada for 3.5 CE credits – don't miss this FREE event! @shapingwealth Jason Pereira