Tag Archives: Canadian Institute of Financial Planners

Financing for Longevity: A Livestream Update.

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

Read More

Mind-set Shift, Financing for Longevity

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

Read More