Perhaps timing was due when recently I was invited to speak on a weekly YouTube livestream with Jackie Porter, Certified Financial Planner and Canada’s Financial Confidante at Carte Wealth Management based in the Greater Toronto Area. Over the last five years it’s not that often where I’ve spoken or written about financial planning. So when
When I first received my NIA email notification of this report on May 17th, I was not surprised in the least by the lead headline: “Less than Half of Canadians Have a Will – and Many Don’t Even Know Where To Start.” For over twenty plus years, back when I was working in partnership with
In between meetings with your financial planning advisor, where do you go for ongoing news and commentary on personal financial matters? If you live in North America there is a wealth, so to speak, of media options, books and seminars to pick from, but one reliable source for news and views that has served up
Reflections on an interview with Mike Drak. Unless you have been hiding in a cave for the last couple of decades, you have likely heard more than enough versions of the dialogue and plays with words around the changing attitudes and approaches to the long-standing social construct “Retirement”. Not to mention the numerous metaphors we
At last, a headline that helps us progress, moving us to change the later life narrative with respect to the issue of financial planning. “Longevity planning will be a central mission for advisers of the future.” In a brief July 22, 2019 article in Investment News with this headline, Ryan W. Neal cites their recent
Heading to Halifax, Nova Scotia to present at the Canadian Institute of Financial Planners – 16th Annual Conference, June 10-13, 2018. This will also be an opportunity to hear from a number of professionals, who work specifically in the financial planning industry, to get the buzz on what the general trends are, as well as