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FP Collective @FP_Collective_

We aggregate content from top Canadian financial planning creators, keeping you informed effortlessly.

Joined March 2024
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  • Followers 1,534
1 Photos and videos
Robb Engen (Returns): Retirement Advice for Regular Canadians by Dave Chilton fpcollective.ca/robb-engen-r…

Robb Engen (Returns): Retirement Advice for Regular Canadians

Dave and Robb take a deep dive into one of the biggest paradoxes in retirement planning: why so many Canadians who have done everything right are still afraid to spend their savings. They break down...

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The Biggest Problem in Investing Right Now by Benjamin Felix fpcollective.ca/the-biggest-…

The Biggest Problem in Investing Right Now

Financial product ads are often unconcerned with the truth, or in the words of philosopher Harry Frankfurt, they are full of bullshit. You’re probably susceptible to it. A 2022 study found that...

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Ep 36 Insurance Enema 3 AEIOU DOs by Jason Watt fpcollective.ca/ep-36-insura…

Ep 36 Insurance Enema 3 AEIOU DOs

Ep 36 Insurance Enema 3 AEIOU DOsJason somehow thinks people will be better off for understanding Additional Deposit Options. Chael is mystified by insurance marketing. https://advisor.equitable.ca...

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All Your Money With One Advisor? CDIC, CIPF & ‘Eggs in One Basket’ Explained for Canadian Retirees by Joe Curry fpcollective.ca/all-your-mon…

All Your Money With One Advisor? CDIC, CIPF & ‘Eggs in One Basket’ Explained for Canadian Retirees

Is it risky to hold all your investments with one wealth management company? In this episode of Your Retirement Planning Simplified, Joe Curry explains how CDIC and CIPF protection work in Canada,...

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Your Financial Plan Needs Course Corrections Too by Markus Muhs fpcollective.ca/your-financi…

Your Financial Plan Needs Course Corrections Too

I’m literally writing this as the four astronauts in NASA’s Artemis II mission loop around the moon, in the process making history in becoming mankind’s most distant space voyagers. I read about the...

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Private Credit Panic - Why Investors Are Rushing For the Exits by Richard Coffin fpcollective.ca/private-cred…

Private Credit Panic - Why Investors Are Rushing For the Exits

Private credit has been capturing headlines lately, with companies going bankrupt, funds gating investor withdrawals, and claims that we're headed towards another 2008 financial crisis. Today we...

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Real Estate For Business Owners by Jason Pereira fpcollective.ca/real-estate-…

Real Estate For Business Owners

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira interviews Rick Di Donato, the Director of Development for Red Berry Restaurants, a massive multi-brand restaurant...

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Why the 4% Rule May Not Work for Early Retirees by Benjamin Felix fpcollective.ca/why-the-4-ru…

Why the 4% Rule May Not Work for Early Retirees

If you have spent any time researching retirement planning online, you have heard of the 4% rule. If you haven’t heard of it, the 4% rule suggests that if you spend 4% of your assets in your initial...

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The Cost of Waiting by Markus Muhs fpcollective.ca/the-cost-of-…

The Cost of Waiting

Most people, when they think about financial mistakes, imagine a bad decision. A poorly timed investment, a stock that didn’t work out, or a strategy that underperformed. Those mistakes are real, and...

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Retirement Advice for Regular Canadians by Dave Chilton fpcollective.ca/retirement-a…

Retirement Advice for Regular Canadians

In this episode, Dave and Robb take a deep dive into one of the biggest paradoxes in retirement planning: why so many Canadians who have done everything right are still afraid to spend their savings....

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XEQT vs VEQT vs ZEQT: Why XEQT Looks Like the Winner by Justin Bender fpcollective.ca/xeqt-vs-veqt…

XEQT vs VEQT vs ZEQT: Why XEQT Looks Like the Winner

In this video, I compare three popular Canadian asset allocation ETFs: XEQT, VEQT, and ZEQT. Based on the backtested results shown in the Vanguard, BMO, and iShares portfolio reports, XEQT appears to...

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Asset location by Benjamin Felix fpcollective.ca/asset-locati…

Asset location

Tax planning is one way that investors can keep more of their returns. Asset location is a form of tax planning. Note that I am not talking about asset allocation, which is deciding how much of each...

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Prediction markets are ruining the finance industry. by Richard Coffin fpcollective.ca/prediction-m…

Prediction markets are ruining the finance industry.

Let's talk about prediction markets...

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Daniel Crosby: How to Overcome Your Financial Biases by Dave Chilton fpcollective.ca/daniel-crosb…

Daniel Crosby: How to Overcome Your Financial Biases

Our guest this episode is Dr. Daniel Crosby — psychologist, behavioral finance expert and Chief Behavioral Officer at Orion Advisor Solutions. Daniel is the bestselling author of several books on the...

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Canada's getting a Sovereign Wealth Fund by Richard Coffin fpcollective.ca/canadas-gett…

Canada's getting a Sovereign Wealth Fund

Prime Minister Mark Carney recently announced that Canada was getting a new sovereign wealth fund, and that individual Canadians will be able to invest in it. Today we'll dive into the details, and...

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Using Your Money To Be Happier by Benjamin Felix fpcollective.ca/using-your-m…

Using Your Money To Be Happier

This is probably the most important video I’ll ever make. I hope it will change your life the same way that researching it changed mine. I used to think that working, saving, and investing were all...

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What Happens to Your Business if you die Without a Will? by Cameron Smith fpcollective.ca/what-happens…

What Happens to Your Business if you die Without a Will?

Canadian's are bad at getting their Wills done. For business owners, married couples or common-law partners - there are some surprising consequences that many wouldn't expect. While being in your...

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First Aid Kit for Volatile Markets by Markus Muhs fpcollective.ca/first-aid-ki…

First Aid Kit for Volatile Markets

This is an update to a previously posted resource that has been updated numerous times over the years. If markets are currently volatile while you're reading this it might be useful... or it might be...

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Forecasting expected returns for your portfolio (and the risk that goes with it) by Aravind Sithamparapillai fpcollective.ca/forecasting-…

Forecasting expected returns for your portfolio (and the risk that goes with it)

Every year, FP Canada produces something called a projection assumptions guideline. This is a document that gives financial planners guidance in terms of what assumptions to use for forward-looking...

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Information is Everywhere, Advice is Rare by Markus Muhs fpcollective.ca/information-…

Information is Everywhere, Advice is Rare

Today, financial information is everywhere. Market commentary runs around the clock. Podcasts, newsletters, financial news, and social media provide a constant stream of opinions about what investors...

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