The IAFP @AdvancedPlanner
The Institute of Advanced Financial Planners grants the R.F.P. designation - the most advanced financial planning designation in Canada since 1987. #IAFP2023 iafp.ca Canada Joined May 2011-
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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
Yes, it’s about CE credits… but it’s also about connection. At #IAFPSymposium: 🏛️ Museum reception ⛳ Golf 🐋 Whale watching 🎩 Gala with magician Kel Ng 🍽️ Dine Around Nanaimo Sept 24–27 | Nanaimo or virtual 🔗 iafpsymposium.ca
Vancouver Island: scenic and strategic. Join Sutton, Martin & Mowbray at #IAFPSymposium for a deep look at the Island’s economic outlook & why it’s attracting income-focused investors. 🌐 Attend in person or virtually. 🔗 iafpsymposium.ca
Think you know CHIP Reverse Mortgages? Think again. Join Ryan Armstrong of HomeEquity Bank at #IAFPSymposium for a deep dive into how planners are reframing home equity in retirement conversations. 🎓 Sept 24–27 🔗 iafpsymposium.ca

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