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
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
A pricing model is not a value proposition – here’s how to create one
What the Seller isn't telling you
CNBC: How financial advisors are using AI
Rethink: The Age of Digital Intimacy
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