The most engaged financial planners don’t just keep up — they show up. Join us at the IAFP® Symposium, Sept 24–27 in Nanaimo or online, for bold ideas, real connections, & strategies that elevate your impact. 🔗 iafpsymposium.ca

Think you know CHIP Reverse Mortgages? Think again. Join Ryan Armstrong of HomeEquity Bank at #IAFPSymposium for a deep dive into how planners are reframing home equity in retirement conversations. 🎓 Sept 24–27 🔗 iafpsymposium.ca

Vancouver Island: scenic and strategic. Join Sutton, Martin & Mowbray at #IAFPSymposium for a deep look at the Island’s economic outlook & why it’s attracting income-focused investors. 🌐 Attend in person or virtually. 🔗 iafpsymposium.ca

Yes, it’s about CE credits… but it’s also about connection. At #IAFPSymposium: 🏛️ Museum reception ⛳ Golf 🐋 Whale watching 🎩 Gala with magician Kel Ng 🍽️ Dine Around Nanaimo Sept 24–27 | Nanaimo or virtual 🔗 iafpsymposium.ca

What happens when Canada’s top financial planners come together? Ideas spark. Connections grow. The profession moves forward. Join us at the 23rd Annual IAFP® Symposium — in Nanaimo or online. 🔗 iafpsymposium.ca

The best planners don’t just adapt — they evolve. Join the 23rd Annual IAFP® Symposium for bold ideas, advanced strategies & meaningful connections. Attend in Nanaimo or virtually. 🔗 iafpsymposium.ca #IAFPSymposium #FinancialPlanning #CECredits

Welcome to our newest R.F.P.®, Louai Bibi, CFP®, CIM®! As a Wealth Advisor, Associate Portfolio Manager at PWL Capital, Louai is dedicated to evidence-based planning, lifelong learning, deepening his expertise, and improving the financial planning outcomes of his clients.

Who’s really policing the financial planning industry? Michael van Lierop & Kathy McMillan dig into CIRO’s role, structure & influence in a must-see session at the IAFP® Symposium. Pull back the curtain on regulation. 🔗 iafpsymposium.ca #IAFPSymposium

Mortgage Funds Deconstructed Private mortgage funds: smart solution or hidden risk? Michael Steepe breaks down the structures, fees & red flags in Canadian & U.S. funds. Get clarity in this revealing session at the IAFP® Symposium. 🔗 iafpsymposium.ca #IAFPSymposium

Know someone who would benefit from next-level financial planning insights? Share the IAFP® Symposium link with your network & invite them to join the conversation — in Nanaimo or virtually. 🔗 iafpsymposium.ca #IAFPSymposium #FinancialPlanning

Breakout – Business Valuation Want to grow your practice? Discover how business valuation & debt structuring can unlock long-term success in “The Fellowship of Finance” with Tom de Larzac of Care Lending Group. 🔗 iafpsymposium.ca #IAFPSymposium #FinancialAdvisors

Celebrating Meagan S. Balaneski, R.F.P.®, CFP®, CLU, CIM, TEP, winner of the 2025 Financial Planning Awards! This honour recognizes client-focused advice, innovation & expertise. Proud to recognize her achievement at the #IAFPSymposium in Nanaimo.

Retirement Realities Women manage trillions—but are often less prepared for retirement. Tanya Staples, Ph.D. Candidate, M.A., CFP®, explores how gender, life stage & risk perception shape financial behaviour. Don’t miss this thought-provoking session. 🔗 iafpsymposium.ca

Cut through the noise of complex investments. Aravind Sithamparapillai shows planners how to ask sharper questions, think critically, and focus on transparency over hype. #IAFPSymposium #FinancialPlanning

The clock’s ticking! Earn CE credits, sharpen strategies, and connect with top minds in financial planning — in Nanaimo or virtually. Don’t miss Canada’s premier planning event. #IAFPSymposium

In volatile markets, resilience wins. Matt Kidwell shares disciplined portfolio strategies to keep clients invested and focused on goals — not headlines. #IAFPSymposium #Investing

Congrats to Brian Wruk, MBA, CFP® (CAN+US), TEP, CIM, R.F.P.®, on earning his R.F.P.®! Founder of Transition Financial Advisors Group, Inc, he specializes in cross-border planning. “Earning my R.F.P.® connects me with Canada’s top planners, sharing my cross-border expertise.”

The IAFP® Symposium is where financial planners grow. Learn from experts, explore new ideas, and take home strategies you can use right away. Join us in person or online.

Money meltdowns? Inner battles? Natasha Knox explores how IFS can help advisors and clients regulate emotions, reduce stress, and make better financial decisions. #IAFPSymposium

One week left to register! Can’t make Nanaimo? Attend virtually for speaker access, live Q&As, and on-demand recordings — plus CE credits. Your Symposium, your way. #IAFPSymposium