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Congratulations to Lenore Davis, MA, CFP®, R.F.P.®, on receiving the prestigious Ian Douglas Macdonald Lifetime Achievement Award! Her leadership and dedication have strengthened the IAFP® and elevated financial planning across Canada. #IAFP #RFP #FinancialPlanning
Thank you for making the 2025 IAFP® Symposium a success! We’re already planning ahead—join us Sept 23–26, 2026 in Winnipeg at the iconic Fort Garry Hotel. Registration is open—secure your spot early & save! 🔗iafpsymposium.ca/#register-now
At the Symposium last week, @AaronHectorCFP gave his President’s update. He shared his personal journey with the IAFP and provided a very important update regarding the work the IAFP has done this year to clarify their fiduciary standard. youtu.be/tOHxAbyYUv8?si… via @YouTube
youtube.com
YouTube
IAFP 2025 Day 2 President's update
It’s here! The IAFP® Symposium kicks off today. Whether in Nanaimo or online, get ready for inspiring sessions, meaningful connections, and actionable insights. #IAFPSymposium
One week left to register! Can’t make Nanaimo? Attend virtually for speaker access, live Q&As, and on-demand recordings — plus CE credits. Your Symposium, your way. #IAFPSymposium
Money meltdowns? Inner battles? Natasha Knox explores how IFS can help advisors and clients regulate emotions, reduce stress, and make better financial decisions. #IAFPSymposium
The IAFP® Symposium is where financial planners grow. Learn from experts, explore new ideas, and take home strategies you can use right away. Join us in person or online.
Congrats to Brian Wruk, MBA, CFP® (CAN+US), TEP, CIM, R.F.P.®, on earning his R.F.P.®! Founder of Transition Financial Advisors Group, Inc, he specializes in cross-border planning. “Earning my R.F.P.® connects me with Canada’s top planners, sharing my cross-border expertise.”
In volatile markets, resilience wins. Matt Kidwell shares disciplined portfolio strategies to keep clients invested and focused on goals — not headlines. #IAFPSymposium #Investing
The clock’s ticking! Earn CE credits, sharpen strategies, and connect with top minds in financial planning — in Nanaimo or virtually. Don’t miss Canada’s premier planning event. #IAFPSymposium
Cut through the noise of complex investments. Aravind Sithamparapillai shows planners how to ask sharper questions, think critically, and focus on transparency over hype. #IAFPSymposium #FinancialPlanning
Retirement Realities Women manage trillions—but are often less prepared for retirement. Tanya Staples, Ph.D. Candidate, M.A., CFP®, explores how gender, life stage & risk perception shape financial behaviour. Don’t miss this thought-provoking session. 🔗 iafpsymposium.ca
Celebrating Meagan S. Balaneski, R.F.P.®, CFP®, CLU, CIM, TEP, winner of the 2025 Financial Planning Awards! This honour recognizes client-focused advice, innovation & expertise. Proud to recognize her achievement at the #IAFPSymposium in Nanaimo.
Breakout – Business Valuation Want to grow your practice? Discover how business valuation & debt structuring can unlock long-term success in “The Fellowship of Finance” with Tom de Larzac of Care Lending Group. 🔗 iafpsymposium.ca #IAFPSymposium #FinancialAdvisors
Know someone who would benefit from next-level financial planning insights? Share the IAFP® Symposium link with your network & invite them to join the conversation — in Nanaimo or virtually. 🔗 iafpsymposium.ca #IAFPSymposium #FinancialPlanning
Mortgage Funds Deconstructed Private mortgage funds: smart solution or hidden risk? Michael Steepe breaks down the structures, fees & red flags in Canadian & U.S. funds. Get clarity in this revealing session at the IAFP® Symposium. 🔗 iafpsymposium.ca #IAFPSymposium
Who’s really policing the financial planning industry? Michael van Lierop & Kathy McMillan dig into CIRO’s role, structure & influence in a must-see session at the IAFP® Symposium. Pull back the curtain on regulation. 🔗 iafpsymposium.ca #IAFPSymposium
Welcome to our newest R.F.P.®, Louai Bibi, CFP®, CIM®! As a Wealth Advisor, Associate Portfolio Manager at PWL Capital, Louai is dedicated to evidence-based planning, lifelong learning, deepening his expertise, and improving the financial planning outcomes of his clients.
The best planners don’t just adapt — they evolve. Join the 23rd Annual IAFP® Symposium for bold ideas, advanced strategies & meaningful connections. Attend in Nanaimo or virtually. 🔗 iafpsymposium.ca #IAFPSymposium #FinancialPlanning #CECredits
What happens when Canada’s top financial planners come together? Ideas spark. Connections grow. The profession moves forward. Join us at the 23rd Annual IAFP® Symposium — in Nanaimo or online. 🔗 iafpsymposium.ca
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