Olivia
Online
Lenore Davis, R.F.P.
@LenoreDavisRFP
Joined December 2011
17 Following
22 Followers
27 Posts
Truly an amazing event. Thanks for attending
Overall, a wonderful experience. Lots of top-notch FP content. Great audience. Well-organized. I will attend again, which is easy, because it’s in #YEG Sep of 2023. 11/11
Doug Ford: Ontario should move forward the ban of upfront commissions on investment funds - Sign the Petition! https://t.co/410pn59Sf7 via @CdnChange
Our Advanced Education Day is filled with great speakers, CE credits, and networking opportunities. It's like a semester’s worth of financial planning courses in 1 day. Join us Sept. 25th for a day of Advanced Financial Planning. Register: https://t.co/WCVg6YUBxT
@AdvancedPlanner amazing day at Advanced Education sessions at Symposium 2019
Who to follow
The IAFP
@AdvancedPlanner
The Institute of Advanced Financial Planners grants the R.F.P. designation - the most advanced financial planning designation in Canada since 1986. #IAFP2023
Terry Ritchie 
@tfritchie
Canada/US financial, tax and estate planner. Co-author of 3 Personal Finance Books on US/Canada Tax & Finance. https://t.co/Po8xMiTQDn
Mark Walhout, CFP®
@WalhoutF
Investment Fund Representative at @iainvestia. Mutual funds,exempt market products and exchange traded funds are offered through Investia Financial Services Inc
@AdvancedPlanner Can't wait to reconnect with Rod at Symposium 2019 in Edmonton. Always a great ethics speaker
Upgrading succession planning ideas Listening to George Hartman #iafp2017
#iafp2017 upgrading skills thanks to great presenters
Let's build a movement to take Gatineau by storm #iafpsymposium2018
@BradBrain @mnyldy @twietme9 great talk who's gonna lose #UnexpectedConsequences re small biz #unfairtaxchanges
No eyes...no talk
Make contact
Listening to Grant Gold on how to find clients. Love his "2/3 ain't bad"#financialplanningweek
"CFPs & future financial planners need to build skills that technology can't overtake. Non technical skills become more important" - List
@FPSC_Canada yes. The personal side of financial planning is 80% of the equation. Tech is needed but not sufficient
Just heard about https://t.co/WaMW98sOsL
Text is a multifaceted part of speech @kevincork
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