Advice Only Planners @CanadianPF

Registration is officially OPEN for the National Financial Planning Awards 🏆 But only for a limited time. Calling all financial planners who see the people (and the lives) behind the numbers 📢 This is the competition for you! Registration for the NFPAs closed on Jan. 23rd. Register here → fpassociation.ca/national-finan…

Starting this week, an workshop series we’re excited to celebrate 🎉 Financial Literacy Series: Where STEM Meets Cents & Sense Led by a group of passionate FPAC volunteers from across financial disciplines, it’s happening in partnership with @SCWIST. Please reshare to help us amplify this important workshop series! Learn more about it here → eventbrite.ca/e/financial-li…

And just like that … Awards season is officially underway. (No, not the Oscars.) The National Financial Planning Awards 🏆 Registration opens in just 1 MONTH! Read about it here in @GlobeAdvisor h/t @deannegage theglobeandmail.com/investing/glob…

Same Awards 🏆 New identity. Introducing: the National Financial Planning Awards — the NFPAs. Now, it’s official: The Awards are coming back in 2026. But not under the same name. Canadian financial planners, competing simply on the basis of their best work. Anonymous. Objective. Client-centric. Values-based. Financial planning at its finest. Coming together from coast to coast. That’s the National Financial Planning Awards 🏆 P.S. Want to compete in the 2026 NFPAs? Registration opens Jan. 5th. Learn more at our Q&A this week → us02web.zoom.us/webinar/regist…

Welcome to Canada, @MichaelKitces🍁 Watch this clip to hear Michael list all the benefits now available for FPAC members. It's all part of the perks FPAC members get through our new partnership with Kitces.com. Including saving big on the upcoming Kitces Value Summit on Dec. 11th. #financialplanners, don't miss out!

Thank you to everyone who joined us yesterday, for our FPAC public webinar with @MichaelKitces. It was a big moment for FPAC members, as we launched our new Kitces.com partnership, with CE credit benefits for members. And it was a big moment for financial planners across the country, as they got to learn directly from one of the greats.

We are less than 24 hours away from @MichaelKitces LIVE in our final FPAC public webinar of 2025. Calling all #financialplanners and fellow financial planning nerds 🤓 — this event is one you don’t want to miss! Register here: us02web.zoom.us/webinar/regist…

FPAC is proud to announce a major new membership benefit, and a landmark partnership with @MichaelKitces. Through this agreement, FPAC members now receive full access to the Kitces.com platform — one of the most respected of its kind in North America. Read more in Globe Advisor: theglobeandmail.com/investing/glob…

Thank you to our friends at @AdvancedPlanner! Who else is already looking forward to next year's #IAFPSymposium in Winnipeg?

The IAFP @AdvancedPlanner

9 months ago

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

0 1 5 399 1

What is FPAC? We’re a membership organization with a mission. We’re a community with compassion. We’re education with intent. When you see #financialplanners pushing themselves to be the best they can be — that’s us. We're a movement that's gaining strength across Canada, one that's inclusive, welcoming, and warm. At the end of the day, it's not about CE. (But there is that too.) It's about being part of something bigger, a community of shared beliefs. FPAC is for planners, by planners. And for the future of our profession.

keyboard_arrow_left Previous keyboard_arrow_right Next

The #IAFPSymposium is almost done! FPACers and our @AdvancedPlanner friends have loved beautiful #Nanaimo. The Symposium has been in full swing (golf pun intended) and it’s been a blast. A big thank you to Leslie Gardner for this incredible get-to-know-you bingo game to help FPAC members connect. And shout out to Jim Pan for sharing these gorgeous golf photos. When you’re in B.C., you gotta go see the sea.

keyboard_arrow_left Previous keyboard_arrow_right Next

Congrats to @MeaganBalaneski on her big moment — this big moment right here. Meagan submitted her plan quietly. She was judged anonymously. And she won. And now, she has this week received her trophy for the 2025 FP Awards, here in Nanaimo, in the spotlight, in front of an amazing #IAFPSymposium crowd. But this moment isn't just about Meagan. It's about all her fellow #financialplanners, from across Canada, who entered to compete in the FP Awards. You helped us show what great #financialplanning can look like.

keyboard_arrow_left Previous keyboard_arrow_right Next

Congratulations to @MeaganBalaneski, winner of the 2025 FP Awards. Her plan stood out for its clarity, depth, and emotional intelligence. Gratitude to Meagan, and to every competitor this year. Your work strengthens your clients’ lives, and uplifts the #FinancialPlanning profession as a whole.

“How many members are we up to now?” Great question, Markus @CGWM_Muhs A rising tide lifts all boats. And we're proud of everyone who has come to row beside us. (Still lots of room in this boat, btw.) #financialplanners #AGMrecap

Financial planning isn’t about making perfect plans. It’s about what happens when life doesn’t go to plan. h/t @JuliaChungFP @jasonpereira

The FPAC AGM isn’t just a date on the calendar. It’s how we stay transparent, on-course, and member-led. Each year, it gives us a clear moment to look back at what’s been built … And make real decisions about what comes next. We’ll be voting to confirm two new directors. Reviewing this year’s financials. And hearing updates from the committees doing the work. But it’s not just about reporting. It’s about direction. Our members don’t just observe what’s happening. They shape it. That’s what keeps this organization responsive, evolving, and credible. All full and retired FPAC members are entitled to vote. Student and Affiliate members are welcome to attend and participate, even if they don’t hold a vote. Last year, members voted to approve student membership. That single vote brought over 100 new students into our community. This year, we’re expanding that momentum, by introducing intern roles on the board for both students and early-career planners. It’s a small change. But it signals something big. We’re building a governance model that reflects the full spectrum of the profession. So whether you’re attending to cast a vote, ask a question, or just listen in … This is a meaningful space to take part in the future of #financialplanning in Canada. So if you care about the future of financial planning in Canada … Who shapes it, how it's led, and where it’s going … Then join us online: Thursday, June 26 12 p.m. ET / 10 a.m. MT / 9 a.m. PT (Sorry! Members only.) P.S. Members! Check your inbox for emails with the registration link, including in our latest monthly newsletter. Not a member yet? You still have time to join before the AGM. After all, membership means having a voice.

For anyone who isn't an FPAC Member - you missed an incredible webinar last week! If you watched it live - there will be CE Credits on their way! @AravindSitham covered the webinar in detail (check the linked thread) but to give you a taste of what @jasonpereira covered: ✅ A recap of integration ✅ A recap of where the new capital gains inclusion rates broke integration ✅ IPP's and where they can fit for incorporated business owners ✅ RCA's and where they fit (a niche tool that's more broadly applicable than you think!) ✅ A brief discussion of term life insurance and the benefits of holding inside a corporation If you missed it but still need those CE Credits for year end - don't forget we have over 30 CE Credits on demand for you! 🤯🌟 If you are a member head over to our notion page to check them out! If you aren't a member...what are you waiting for?!

Aravind Sithamparapillai @AravindSitham

2 years ago

@jasonpereira dropping the knowledge on Corporate Financial Planning pt 3 for the @fpacanada webinar. As always - a ton to take away. First part: a recap of integration A reminder - that integration meant that in theory if you earned income in the corp and paid it out as a

2 2 9 9K 10

Financial planning is about more than just the numbers. How do you meet your clients’ needs beyond financial security? Hosted by Dr. Daniel Crosby, our next webinar is The Soul of Wealth: Where Money Meets Meaning. The webinar is open to the public … But it’s free for FPAC members! A psychologist, behavioural finance expert and leader in the field, @danielcrosby will be taking a deep dive into the psychology of money. He’ll discuss how to … > Avoid the biggest financial regrets. > Use psychology to make better financial decisions. > And what to do when financial success isn’t leading to fulfillment. Even better — everyone who attends can earn CE credits from this event. CE credits are free for FPAC members. Not a member yet? You’re still invited to attend, and you can claim your credits after the event for a $50 fee. Get a taste of one of FPAC’s best perks … CE credits that are actually interesting — and surprisingly affordable. Join us May 8 at 1 p.m. EDT and learn how focusing on true wealth can improve your clients’ lives — and maybe even your own.

keyboard_arrow_left Previous keyboard_arrow_right Next

When was the last time financial planners gave themselves permission to pause? That’s what Gillian Kunza, CEO of Designed Wealth Management, wants you to consider. “Take a minute. Reflect on your practice. Be proud of your work.” For Gillian, applying to the FP Awards isn’t just about recognition — it’s about reflection. FPAC is grateful to Gillian Kunza and the team at Designated Securities, and to all our sponsors for the 2025 FP Awards. By supporting the Awards, our sponsors are making a statement about the future of financial planning. It’s about uplifting our profession — and it starts with each individual professional. That’s right. She’s talking about YOU. So what are you waiting for? Applications close April 30. Grow without regrets. Be the best advisor you can be.

Self-promotion can feel like a necessary evil. But there’s a better way. Compete in the 2025 FP Awards. You could be a finalist, or even the winner. Earn an achievement that speaks FOR you. That’s the kind of self-promotion that ISN’T self-promotion. And when it comes to growing your practice, or cementing your reputation … Winning the FP Awards is the most effective marketing there is.. It’s not pay-to-play. It’s not about sales volume or AUM. It’s not a popularity contest. With the FP Awards, you’re letting your best work do the talking for you. Instead of singing your own praises, it’ll be the judges sizing you up. Some of the most respected financial planners in the country, saying that YOU are the best of the best. That’s the kind of credibility you can’t get anywhere else. That’s the kind of accomplishment that SPEAK VOLUMES. Anyone can talk big on social media. Anyone can pay for an advertising campaign. But each year there can only be ONE winner of the FP Awards. And if that financial planner is you … Well then, THAT’s saying something.