The Institute of Advanced Financial Planners grants the R.F.P. designation - the most advanced financial planning designation in Canada since 1986. #IAFP2023
Joined May 2011
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848 Photos and videos
Jun 12
At the IAFP® Symposium, Matt Kidwell from Leith Wheeler Investment Counsel Ltd. will explore how cognitive and emotional biases influence decision-making, and how planners can better support long-term outcomes.
🔗 iafpsymposium.ca/#register
#IAFPSymposium #RFP
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Jun 9
Financial planning is not a single recommendation. It is an ongoing relationship.
A fiduciary standard requires continuous alignment with a client’s evolving needs, priorities, and circumstances.
An R.F.P.® will guide you every step of the way.
#IAFP #FiduciaryStandard #RFP
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Jun 4
The 24th Annual IAFP® Symposium is where financial planning moves forward through meaningful discussion & practical insight.
Join us in Winnipeg or Virtually this September.
Early Bird pricing is now available: iafpsymposium.ca/
#IAFPSymposium #IAFP #RFP
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Jun 1
A fiduciary approach is not focused on the next decision. It is focused on the long-term outcome.
That is the responsibility behind the advice.
That's the R.F.P.® difference.
#IAFP #FiduciaryStandard #RFP
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May 29
A client asks how you are compensated.
Under a fiduciary standard, the answer is clear and complete.
Transparency is not optional. It is fundamental to trust.
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May 27
Are Canadians relying too heavily on public pensions?
At the 2026 IAFP® Symposium, Tanya Staples examines how that confidence may be shaping retirement outcomes.
🔗 iafpsymposium.ca/#register
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May 25
A fiduciary standard shows up in moments of recommendation.
Not what is convenient, but what is truly in the client’s best interest.
For an R.F.P.®, that obligation is clear.
Learn more: iafp.ca/planners/about-us/fi…
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May 21
The value of the IAFP® Symposium goes beyond the sessions.
It is where perspectives shift and ideas take shape.
🔗 iafpsymposium.ca/#register
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May 18
Financial planning is evolving. Expectations are changing.
By formalizing a fiduciary standard, the IAFP® is helping define what professional financial planning should look like in Canada.
This is leadership.
Learn more: iafp.ca
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May 15
Early Bird pricing for the 2026 IAFP® Symposium is now available.
Join financial planners from across Canada for four days of advanced thinking and meaningful dialogue.
In Winnipeg or virtually this September.
iafpsymposium.ca/
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May 13
A fiduciary standard must be supported by transparency.
R.F.P.® professionals are required to disclose not just how they are compensated, but how much.
Trust is built on clarity.
Learn more: iafp.ca
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May 11
At the 2026 IAFP® Symposium, Dr. Meghaan Lurtz and Dr. Moira Somers will explore the human side of financial planning, from behaviour and decision-making to advisor influence and client dynamics.
Different perspectives. Shared purpose.
iafpsymposium.ca/#register
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May 8
“Fiduciary” is often used, but not always clearly defined.
For an R.F.P.®, it means a legal and ethical obligation to place the client’s interests first at all times.
Clarity matters.
Learn more: iafp.ca
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May 6
The @wealthybarber shared some tips on finding the right financial advisor. We are thrilled that he recognized the wide ranging financial planning knowledge, holistic experience and the strong emphasis on ethics (like our new fiduciary standard) that the RFP® designation carries.
May 3
Part 3: Dave shares how to actually choose the right financial advisor—from credentials to chemistry.
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May 6
What makes the IAFP® Symposium different?
It’s not just what you learn. It’s how you think.
From technical depth to meaningful peer exchange, this is where planners come to advance their practice.
Early Bird pricing available.
iafpsymposium.ca/#register
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May 4
What does it mean to act in a client’s best interest?
As of Jan 1, 2026, R.F.P.® professionals must formally attest to a fiduciary obligation.
Clear. Enforceable. Transparent.
Learn more: iafp.ca
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May 1
The IAFP® Symposium returns September 23–26, 2026 in Winnipeg.
A forum for financial planners to think more deeply about their work and its impact.
Early Bird registration is now open.
iafpsymposium.ca/#register
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Apr 6
Financial planning should lead to better outcomes for Canadians.
A tax inconsistency is costing some shared custody families up to $4,000 annually. IAFP®, and member Linda Cartier, R.F.P.®, is advocating for change.
Learn more:
iafp.ca/planners/articles/20…
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Mar 10
IAFP® member Meagan Balaneski joined The Wealthy Barber Podcast to discuss fiduciary responsibility and its importance in financial planning.
Her perspective reflects IAFP’s fiduciary standard and the commitment of R.F.P.® professionals to put clients first.
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Feb 20
What does fiduciary responsibility actually mean? @MeaganBalaneski explains why it’s a higher bar and how the IAFP (@AdvancedPlanner) added a new fiduciary standard for R.F.P.s in 2026.
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