Partner & Financial Planner Woodgate Financial, Ex.Pres. of FPA Canada, Director of the IAFP and IFID, fintech expert, writer, podcaster, speaker, lecturer, etc
Beyond MD Podcast: Re-Examining Pension Plans
The Fuse Show: Generative AI
How advisors can introduce artificial intelligence into their practices
AI and the Next Evolution of Advice
Dividends: Taxation, Integration, and Mental Accounting
Why stress testing financial plans goes beyond bracing for market volatility
Employee Ownership Trusts Revisited
Artificial Intelligence and the Future of Advice
The Deathbed TFSA: Death, Taxes - and Lost Optionality.
What Clients’ Want from Their Advisor: A Case Study with Broadridge
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