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
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
A Tale of 4 RESPs
When TFSAs make sense for Americans living in Canada
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