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
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
A pricing model is not a value proposition – here’s how to create one
What the Seller isn't telling you
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