Financial Planning Association of Canada

FPAC members! Make sure to register for the AGM tomorrow.

This is a chance for our community to come together, and make some collective decisions about the path ahead.

It’s also an opportunity to celebrate how far we’ve come.

The theme of our meeting is “Community is our Competitive Advantage.”

Because FPAC is living proof of how much stronger can be as part of a community.

And, this year in particular, we’ve done some great things.

We’ve taken big stands, run big events, shared ideas online, hung out IRL, gotten noticed in the news, and grown by leaps and bounds.

In the year ahead, we want to do even more.

There are some decisions we need to make together, as an organization. Members will be voting on policy measures this week at the AGM.

So not only will this be a can’t-miss event …

It’ll also be all-hands-on-deck.

If you’re a member of FPAC, take a moment to register & join us tomorrow.

(Find the registration link in your inbox!)

See you tomorrow!

June 20th
3 p.m. EDT

Registration link in the comments.

The latest AdvisorTech Expo was different than the others, because of this big lesson:

It’s not just WHAT you know …

It’s what you know HOW TO DO with it.

Implementation was a major focus for the Expo this year.

How to put the latest tech innovations to good use.
How to use them in real-life situations in your practice.
How other advisors use tech for growth, efficiency & client service.

Practical lessons and hard-won experience is what we used to back this up.

While that’s always been a focus for the Expo — this was the FOURTH annual event, if you can believe it — this year we really cranked it up a notch.

We did this based on YOUR feedback. (So if you received a feedback form recently, take it seriously!)

In addition to live Q&As, access to innovators, breakout rooms and more — here’s how we did it:

→ ADVISOR’S PANEL

>> How to leverage Social Media Marketing > Implementing Estate Planning into your Practice > Implementing Technology to Manage your Team

As the Canadian Advisor Tech Expo draws to a close today, we’re reflecting on a successful event.

This year’s Expo was the 4th annual edition of this event, and it was the biggest and best yet.

We’ve heard from folks that they appreciated the wide-array of tech tools that were showcased, over four days, under one (virtual) roof.

We’ve heard a resounding appreciation for the focus on practical implementation.

Thank you to all of our speakers and panellists for generously sharing their experiences and expertise.

Thank you to our exhibitors, who showcased a remarkable array of tools and platforms.

Thank you to the nearly 500 advisors and planners who registered for the event.

We like to emphasize the importance of community here at FPAC, and the Expo was a great example of why community is powerful.

Our sponsors came through too, and we owe them a big thanks for making this happen.

Morningstar Canada was a platinum sponsor of the Expo, along with the Globe Advisor team from The Globe and Mail.

SideDrawer, Conquest Planning Inc. and D1G1T supported us as gold sponsors.

We’re grateful as well for the support we received from more than 25 additional groups who share the same view as us.

Namely, that advisors and planners today deserve every advantage they can get from the wide-range of tools that are available, and getting more and more powerful each year.

Our clients deserve these advantages too.

Finally, thank you to FP Canada for joining us as co-hosts of this year’s Expo.

We share with them a strong belief in helping be the best they can be.

The 4th annual Canadian AdvisorTech Expo was living proof of the role of technology in helping all of us live up to that.

Thank you, everyone.

Our AGM is happening on June 20th.

If you’re an FPAC member, you’re invited!

Register now to join us and other financial planners from across Canada to hear about everything FPAC has done this past year.

Our theme is “Community is our Competitive Advantage.”

As FPAC members, we use our superpower of community when it comes to our Members’ Forum, our educational webinars, and all the times we bring together planners from across the country and across experience levels.

The past year has been HUGE for the growth of our community, and the impact of what we do.

That’s why the AGM on June 20th is an important opportunity to celebrate what we’ve accomplished …

And come together to chart the course ahead.

Register & join us at the AGM on June 20th.

(We’ll share the link in the comments below.)

Join us virtually from wherever you are, there is no FPAC without you.

Just a bit of your time will help bring us together and GROW our impact even more in the year ahead.

We’ll see you there!

June 20th.
3 p.m. EDT

Everyone who is attending the Canadian Advisor Tech Expo!

If you are having difficulty logging in via the email link - you can login through the website.

Simply click here https://www.advisortechexpo.ca/event/80a3f347-456a-47d2-95d9-b6c01304438c/summary and click "Login for event".

You will be prompted to enter your name and email that you used to register.

It will then send an email with a login link that you can click to be taken to the event. Enjoy!

Real advisors are giving real advice at the Canadian AdvisorTech Expo.

Have you ever wondered how your colleagues run their practice?

Why they seem to have more time, energy, and secret powers they can whip out?

Well, now you can find out.

Each day of the Expo features panels where you can gain practical knowledge.

From actual financial planners.

Want to know what tools save them hundreds of hours?

Make sure to attend Christian Battistelli and Jason Pereira's session on Monday, June 10th (Implementing Technology To Manage Your Team).

The next day we’ll get practical guidance on implementing into your practice, with one of Canada’s top-rated lawyers and experts in the field, [JORDAN ATIN].

Curious about how to get started with growing your practice online?

Catch Mark McGrath, Aravind Sithamparapillai, Lisa Guo, Sam Lichtman, and Zael Miransky on Thursday, June 13th, as they talk social media marketing.

These panels (and more) were created to share hard-won knowledge that you can immediately implement in your practice.

The Q&As afterward are an opportunity to receive tailored guidance that’s relevant to you.

And all these planners share one thing in common.

They are not afraid to share the wealth, with technological experience and practical know-how.

That wealth can be yours for the taking too.

Join in, and reap the rewards.

There are just a few more days left to register.

[www.] advisortechexpo [.ca] (And

> Watch it live or on your own time.
> Attend virtually from anywhere in Canada.
> 8+ CE credits on the table.
> Only $100 to register.

The year is half done.
Do you know where your CE credits are coming from?

If you’re a with a CFP designation from [FP CANADA], each year comes with an obligation you need to keep.

Namely — you need to earn a MINIMUM of 25 credits each year.

And if you haven’t started yet … (Where does the time go??)

Well, you could be in trouble.

But what if we said you could earn almost ALL these credits …

ALL at once.

With an investment of only a few hours a day.

With sessions that you can attend live, or on your own time.

From your own comfortable desk (or dock … or couch … or, hey, even from the pub).

And what if we told you that wasn’t even the best part?

Yes, you’ll learn about the techniques, tools and mindsets that will pay-off for you every day, for years to come, with the time you save.

But no, even that’s not the best part.

The best part is.

You can earn almost ALL the CE credits you need for this year’s deadline …

At a cost of $12.50 or less per credit.

If this sounds like a smart investment to any of you out there …

Well then, you’ve still got a few more days left to register.

[www.] advisortechexpo [.ca]

Here’s what you need to know about the Canadian AdvisorTech Expo.

It’s coming up fast (June 10-13th) and we’ve had lots of curiosity and interest from advisors and .

So here are the facts!

>>> Do I need to attend all the sessions live?

No! This is a virtual summit, with pre-recorded sessions.

If you’re there live, you can ask questions, but if you’re not, you can watch it on your own time! (And still get CE credits.)

>>> Will I receive CE Credits?

You can earn 8+ CE credits if you attend the full Expo

>>> How much does it cost?

Registration costs $100. (But if you become an FPAC member, attendance is free with your membership fees.)

>>> What’s new this year?

A LOT!

First off, we’re glad to have FP Canada join us this year as the event’s co-host.

Second, we’re adding a lot of focus on how advisors can implement technology in practical ways to run their practice.

We’ve got sessions planned every day where real-life advisors will show you the real-life ways that technologies of all kinds (not just sponsors or vendors) make a game-changing difference in what they can do.

Thanks to everyone who has gotten in touch with their interest in the Expo, and their questions!

If you have anything more you’d like to know, get in touch, or ask us in the comments below.

The Canadian AdvisorTech Expo is an event with a direct professional pay-off — whether you’re a seasoned veteran of the industry, or a student just starting out.

See you there!

[www.] advisortechexpo [.ca]

At FPAC, we're not building an organization. We're building a movement.

Last month, Joanna Schultz moved into a new role to become FPAC’s first CEO.

This marks a shift from management and administration to big-picture leadership.

It goes to show that FPAC is building something bigger than the average professional association.

This isn’t some dry industry organization.

It’s a dynamic community of the smartest people you'll ever meet.

This is a place where you can feel good about what you’re doing.

We are big, and we’re part of something bigger.

More and more people are joining FPAC every week.

They come because they want to be a part of something, and they see the value we bring.

Opportunity keeps knocking, with requests for sponsorships, partnerships and collaborations.

With Joanna as CEO, we are perfectly placed to use this momentum.

Her leadership in this position speaks to the need to not only seize opportunities…

But also create them.

FPAC is where the cool kids are, but we’re not too cool for you.

In fact, we saved you a seat.

The work of a financial planner can be lonely.

But FPAC members are never going it alone.

Our association is a space where people can come as their authentic selves, ask questions, and be part of a strong community.

Having colleagues you can go to for support, camaraderie, and encouragement is the magic behind our growth.

People want a piece of FPAC.

Members show up all the time online on the Forum.

Sometimes we get together in-person too.
(Like recently, in Edmonton, London, Vancouver, and soon Toronto too.)

It’s seasoned veterans catching up and sharing stories. It’s young guns asking questions and making connections.

Which is rare when you spend most of your time behind a computer screen.

Our careers can be challenging, rewarding, and at times lonely.

But you know where you can find your people.

FPAC is where the cool kids are, and yes — you CAN sit with us.

You can’t clone yourself. But you can do the next best thing.

The Canadian AdvisorTech Expo is lucky to have sponsors like Morningstar, SideDrawer, d1g1t, and Planning Inc. .

What do these companies have in common?

They help you give your clients more of the one thing you can’t replicate.

You.

Your time. Yourself. Your expertise.

Here's what you need to know about them.

Morningstar
Platinum Sponsor

> Global investment research company that delivers high-quality data
> One of the largest databases in the world
> Visuals that make data easy to understand

You’ll get up-to-date information from trusted sources in a format that makes sense to your clients.

SideDrawer
Gold Sponsor

> Cyber security digital vault for sensitive information
> Simplified document management
> Customizable files so the contents are branded for your business

This technology gives you the power to streamline your work using their private and confidential storage so everything is in one place.

D1g1t
Gold Sponsor

> Cloud-based, technology-driven wealth management platform
> Clients, portfolios, and business management all in one place
> Risk and investment analytics

Use this platform to manage every area of your business so you can provide the unique service you offer, a human connection.

Conquest
Gold Sponsor

>Collaborative online financial planning tool
>Real-time client portal information however and whenever they want it
>Easy integration with other tools

Co-create a plan that works with and for your clients using the latest technology.

A huge, heartfelt thanks to our sponsors for this years’ Expo.

We're better off thanks to their support.

(And we think you would be too.)

P.S. Join us June 10-13th for the Canadian AdvisorTech Expo, co-hosted by FPAC and [FP CANADA].

Earn 8+ CE credits.

Register at:

[www.] advisortechexpo [.ca]

Your business is future-planning. But what about future-proofing?

The technology that financial planners rely on changes faster than you can say ‘year-over-year’.

Whether it comes to …

> running your business
> serving your clients
> leaning into your niche

… some advisors are enjoying a major technological advantage.

While others are getting left behind.

The Canadian AdvisorTech Expo is your opportunity to catch up, and stay in the lead.

June 10-13th is when it’s happening, and registration is now open.

It’s a unique opportunity to learn what innovations are shaping the road ahead for .

It’s the only event of its kind in Canada, showcasing the latest tools to help you run your practice and software to support your specialty.

Find solutions for:

> Portfolio Management
> Estate Planning
> Tax Planning
> Charitable Giving Planning
> Marketing

… And much more.

Visit [www.] advisortechexpo [.ca] to register!

Compound interest is powerful — even when the investment is in ourselves.

The time we invest now to discover new tools, adopt new practices, and embrace new technologies is an investment that pays off …

Again and again and again.

It’s a mistake to think these investments we make in ourselves, as professionals, are simply one-and-done.

The value we get out of a new platform or practice is value that builds on itself more and more, with every passing year.

So what’s the opportunity cost if you DON’T choose to invest in discovering emerging tools?

It’s an opportunity loss that grows more and more, with every passing year.

Consider that when you’re checking out the Canadian AdvisorTech Expo.

[www.] advisortechexpo [.ca]

June 10th-13th

As organizations who believe in the power and potential of , FPAC is proud to host this year’s Expo alongside FP Canada.

Because when we invest in ourselves — and each other — the growth & impact of our industry can only be one thing.

Exponential.

P.S. Speaking of investing in yourself … did you know you can earn 8+ CE credits if you attend the full Expo?

What will you be able to do with AI-powered platforms? If questions like this matter to you too ...

Then you should probably plan to come to a certain virtual Expo we're hosting.

[www.] advisortechexpo [.ca]
June 10-13th

(But also - if this is of immediate interest to you - you need to check our former president Jason Pereira discussing AI and advisor tech on this podcast with distinguished behavioural psychologist Daniel Crosby!)

https://podcasts.apple.com/ca/podcast/standard-deviations-with-dr-daniel-crosby/id1241946146?i=1000655750327

There are tech solutions for business…

And then there are tech solutions for YOUR business.

The Canadian AdvisorTech Expo is a chance to explore the latest new tools for and advisors, and enjoy the benefits they bring.

Tech companies will be on-hand to present their software and tools, and answer questions directly about your unique needs.

It’s all about helping you make informed decisions about what tools you should be using in your practice.

Advisors and planners from coast to coast are invited to this virtual event.

Here’s what you need to know about the Expo:

�> It’s happening June 10–13th
> It’s the only event of its kind in Canada
> It’s open to all – and free to FPAC members
> It’s hosted by FPAC in partnership with FP Canada
> It’s a virtual event, convenient for any timezone or busy schedule

Register today & save your spot.

[www.] advisortechexpo [.ca]

A powerhouse partnership that we're proud to be a part of. Everyone in our FPAC community is excited to have Canada onboard as co-hosts of the upcoming Canadian AdvisorTech Expo.

The Expo runs June 10-13th, and registration is now open.

Visit [www.] advisortechexpo [.ca] to register & learn more.

This is the 4th annual Expo, and it's going to be the biggest & best one yet.

The Financial Planning Association of Canada™ (FPAC) has recently begun a video series on Pro Bono financial planning. My contribution, reposted in my latest Money Architect Financial Planning blog post, was Investing for Low Income Canadians. You can learn more and find a link to the YouTube videos here: https://moneyarchitect.ca/investing-for-low-income-canadians/

What does
Julia Chung get up to when she's not doing great work for her clients or running FPAC as our President?

She's hyping up FPAC and the industry!

Check out her interview with Bruce Sellery - Moolala
on Moolala: Money Made Simple discussing Advice Only Planning!
(With a special shout out to FPAC for the oath all our planners take)

(Link below 👇)

Time for a new addition: FPAC members in the The Globe and Mail

Our members are some of the best and brightest thought leaders in the country. They are called on to share their insights often. We wanted to give you a sneak peek at the brain power that collaborates in our FPAC forum.

Mitchell A. Shields, CFP®, CLU®, TEP with a few articles including:
- Why you should be topping up your TFSA with the new increased contribution limits: https://t.co/uIg4xsuO6H

-How RRSP contributions can help protect income tested benefits: https://t.co/xT2DnqoJI2

- How business owners can respond to CRA inquiries on their taxes: https://t.co/dWtCOlth9x

Ahmed Mahiyan, CFA, CMT, CFP (Canada, US), MFin jumps in on "Financial Facelift" helping Sally and Elliot figure out if they will be able to retire and travel the world like they dreamed of:

https://lnkd.in/gABHgaG4

Andrea Thompson, CFP® (CAN), CRPC® (US), CLU, CHS, CCS speaks to the growing trend of targeted or project based financial planning and why there is a need for it vs the conventional "Comprehensive" financial planning:

https://t.co/cVVMIux8Uw

Christian Battistelli CFP® discusses why as an advisor it's important to set up targeted business plans when looking out across the new year!

https://lnkd.in/gzM-jagf

Christian & Aaron Hector, CFP, R.F.P., TEP on the Government's reversal for bare trust filings and the impact it had on clients who paid plenty of accounting fees (and also spent a lot of time on the matter):

https://t.co/jvGuQ4Ntei

Aaron Hector closes us out with 2 more articles:

1) An article written by Aaron Hector (Well done!) on the value of a RRIF as a younger retiree: https://t.co/UKq1kAcbGa

2) A hot off the press article on the Federal Budget and some of the estate implications related to the capital gains inclusions. https://t.co/OB2v6H4eT3

Wondering about how our members get so much attention?

Or wondering how you can learn some of this incredible info?

Think about joining FPAC!

t.co

Last minute change to our session today!

Due to an unforeseen set of circumstances our previously scheduled speaker is unable to participate.

However we are DELIGHTED that Julia Chungwill be leading today's webinar. Julia will be presenting on a pivotal topic: "Taking your advice from Transactional to Transformational".

Julia wears many hats as CEO of Spring Planning, Family Enterprise Advisor at Trella Advisory, Director at Family Enterprise Canada, and as well - President of yours truly : The Financial Planning Association of Canada!

Julia is also a prolific author and recently minted technical editor!

This is sure to be a masterclass from one of the brightest planning minds in Canada!

(Sorry - For FPAC members only ;) )

A new credential for financial planners in Ontario? With tons of overlap with the credential that already EXISTS? If this sounds confusing, it's because it is. Here's our statement from FPAC's leadership, as seen in The Globe and Mail:

assets-global.website-files.com

When our president Julia Chung teams up with Dan Hallett, CFA, CFP, Harold Geller, Ken Kivenko, and Harvey Naglie you know it's a strong message about what the right thing to do is. Check out this excerpt from the The Globe and Mail.

"In a statement released Thursday, the group asks the Financial Services Regulatory Authority of Ontario (FSRA) to reverse its decision to approve the chartered financial planner designation as a qualifying credential for the “financial planner” title under Ontario’s regime.

The credential is offered by the Canadian Institute of Financial Planning (CIFP), which maintains the designation fits within a regulated framework that provides a choice of credentials for financial planners.

The statement is signed by Julia Chung, president of the Financial Planning Association of Canada; Lenore Davis, past chair of the Institute of Advanced Financial Planners (IAFP); investor advocate Ken Kivenko, president of Kenmar Associates; lawyer Harold Geller at Geller Law; lawyer Harvey Naglie and Dan Hallett, vice-president, research and principal at HighView Financial Group.

The coalition says the name chartered financial planner is “virtually identical” to the certified financial planner (CFP), an internationally recognized designation with around 9,000 holders in Ontario. The chartered financial planner designation, held by a few hundred people, “indirectly benefits from CFP’s brand recognition among consumers and will cause them confusion,” the statement says.

“We fail to understand the appropriateness of the approval of [the chartered financial planner] that, to our knowledge, has not been in use in the Canadian marketplace in more than 20 years. In our view, this credential’s recognition by FSRA will undermine the Ontario government’s legislative intent and is highly likely to contribute to consumer confusion in Ontario,” the statement notes."