Partner & Financial Planner Woodgate Financial, Ex.Pres. of FPA Canada, Director of the IAFP and IFID, fintech expert, writer, podcaster, speaker, lecturer, etc
Previous Posts
2024 Top 10: #7 & 8
2024 Top 10: #9 & 10
Merry Christmas from FP Collective!
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
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