Partner & Financial Planner Woodgate Financial, Ex.Pres. of FPA Canada, Director of the IAFP and IFID, fintech expert, writer, podcaster, speaker, lecturer, etc
Digital tools to help build client relationships
Digital Intimacy
The Zoomer: Maximizing Your Pension Potential
Humanization at Scale
Why You Will (Probably) Lose Money Trading Options
Why modelling decumulation products for clients is so challenging
Decumulation in Canada: New tontines refresh an old decumulation solution
Launch of ALDAs, return of GMWBs provide more decumulation options
Is the wealth management industry ready for the decumulation challenge?
Avoid being sued over KYP shortfalls
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