013: Harnessing Technology to Bring Clients from Prospect to Policy

July 11, 2018

Insurance is an important part of financial planning and wealth planning. Technology can help insurance brokers more effectively bring useful products to their clients, which can in turn help those clients maintain and protect their wealth. Today’s guest understands how cutting-edge technology can help advisors streamline processes, manage tasks, and discover unexpected efficiencies. Most importantly, he recognizes the importance of maintaining a human to...

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012: Will Robo-Planners Replace Financial Planners

June 27, 2018

With 27 years of experience in the industry, today’s guest Rona Birenbaum explains the importance of technology in the financial services field, as well as how financial planners can stay relevant through all the changes. Rona is an honours graduate of York University’s Business School, a CFP, and an insurance advisor. In 2000, she founded Caring for Clients, a premier fee-only financial planning firm. In 2016, she started Viviplan, a low-cost, fee-...

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011: The Art and Science of Retirement Income Planning

June 13, 2018

Howard Dixon grew up in England and came to Canada as a W.H. Rhodes scholar in 1961. He holds a joint honours degree in physics and applied mathematics from the University of London, and he earned a Certificate of Education at Cambridge. He had a career in education before beginning his financial training as a rural agent for Mutual Life of Canada. He opened his own financial planning practice over 30 years ago in 1987, worked for two years as a senior financia...

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010: How to determine key assumptions when developing financial projections

May 30, 2018

John De Goey is a portfolio manager at Industrial Alliance Securities. He’s also an author and a recognized Canadian authority on the subject of professional, transparent, and evidence-based financial advice. John has received numerous awards for his contributions to the financial planning field, including the Donald J. Johnston Lifetime Achievement Award. He’s also been named one of the top 50 advisors in Canada by Wealth Professional magazine.

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009: How to collaborate your way to starting and growing your fee-for-service financial planning firm

May 16, 2018

In today’s episode, I’ll talk to two financial planners who merged their individual businesses to create a new practice together.

Julia Chung is a partner and senior financial planner at Spring Financial Planning. Julia has been working in financial services since 1997. In 2011, she left traditional financial services to form a fee-for-service financial planning firm in partnership with an accounting fi...

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