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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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
The most engaged financial planners don’t just keep up — they show up. Join us at the IAFP® Symposium, Sept 24–27 in Nanaimo or online, for bold ideas, real connections, & strategies that elevate your impact. 🔗 iafpsymposium.ca
Last chance to save! Early Bird rates for #IAFPSymposium end tonight! Join us in Nanaimo or online for CE credits, expert talks & real-life case work. 23+ credits Members & non-members welcome iafpsymposium.ca
Case Study Real clients. Real complexity. Real decisions. This year’s #IAFPSymposium case study puts your planning skills to the test. ✅ Collaborate ✅ Think holistically ✅ Deliver better outcomes Sept 24–27 iafpsymposium.ca
Speaker Highlight: Chris Reynolds What if success isn’t a straight line? At #IAFPSymposium, Chris Reynolds shares his Six Circle Strategy for building purpose, wealth & long-term success. Insightful. Human. Real. iafpsymposium.ca
Early Bird Deadline = June 30! Save on your #IAFPSymposium registration: ✅ Up to 23 CE credits ✅Learn from industry leaders ✅ In-person in Nanaimo or virtual ✅ Members & non-members welcome iafpsymposium.ca Register now before rates increase!
Speaker Highlight: Luke Campbell Are traditional investments enough? At #IAFPSymposium, Luke Campbell, CFA, CAIA, explores how alternatives like private equity & private credit can enhance portfolio strategy. Sept 24–27 iafpsymposium.ca
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