The difference between a financial plan, and financial planning, is that one is a product and one is a process. A financial plan is a snapshot in time. When things change, it needs to be updated. Otherwise, you might be driving with an outdated map.

Investment recommendations based on portfolio size: $100K: - low-cost, global index funds $1M: - low-cost, global index funds $10M: - low-cost, global index funds $100M: - low-cost, global index funds

It’s #FindAnAdvisorFriday! This week we’re featuring Scott Sather from awakenwealth in #Regina. Find out more about his services in The MoneySense Find a Qualified Advisor Tool. #itpaystoknow #financialgoals moneysense.ca/save/financial…

Always remember that banks sell financial products, not financial advice.

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When you pay for a service, what matters most to you: the time, the money, or the value? It's not about the cost per hour; it's about the value you receive within that hour. If the value you receive outweighs the cost, suddenly the hourly rate doesn't seem expensive.

A lot of wisdom in this one… #enough

I support the move to a two-thirds inclusion rate on capital gains — or I would, if it were part of a broader move to not only equalize the tax treatment of different sorts of income, but lower the tax on income generally — but this is deeply misleading. There's no mention that

A few photos from our FPAC Social last night! A big shout out to Maggie who coordinated the event location last night! Our FPAC members know how to have a good time while also yes - nerding out on various financial planning topics.

Congrats Benjamin Felix! Overdue and well deserved!

Retweet or comment on this post to be entered in a draw to win one of the most exclusive hats in Canada!

It was a good mail day

If your advisor says you're not paying them, they're lying to you. Full stop.

#truth 💯

Advisors don’t spend enough on marketing. According to an *article by Michael Kitces, most advisors are only putting about 2% of their revenue into marketing. How much should they be putting into their marketing? 10%. The ROI on marketing will pay for itself.

#Announcement — Here’s a new FPAC membership benefit that will change the way you earn your CE credits. (And how much you pay for them.) On-Demand CE credits. FREE for FPAC members. For CFP and QAFP #financialplanners who know the value of new knowledge. (And the value of

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Missed a deadline for one of your RRSP, TFSA, FHSA, RESP, or RDSP accounts? It’s not the end of the world because these accounts all have carry-forward provisions you should know about. Here is a quick 🧵 explaining how the room and carry-forwards work 👇

Every month, I handpick a topic I know will move the needle for advisors. The next one is big. 👉 Sign up for The Society of Advice  to join our next one-time workshop. buff.ly/KCd8Ydc Your first workshop is free.  Inside The Society of Advice, you’ll join hundreds of

Shocking