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One of the best things about FPAC is the people you get to cheer on.
Today, we’ve got two very good reasons to do just that.
@AlyshaTse has received the 2026 FP Canada Emerging Leader Award.
@FinPlanProf has received the 2026 FP Canada Fellow Distinction.
FP Canada recognizes individuals whose leadership, dedication, and service help advance professional financial planning in Canada. Both are leaders in our community, and we’re proud to see their contributions recognized.
We’re also proud to keep such good company.
Awesome people make a community like FPAC worth belonging to.
Because awesomeness is contagious 💪
Members share skills, expertise and perspectives.
From every career path, from every career stage.
And we all walk away stronger & wiser.
That’s a big part of what makes FPAC special.
A place that attracts awesome financial planners, who care about & uplift each other.
Alysha and Tanya, thank you for sharing some of your awesomeness with us.
We’re proud to be your peers, and tickled to be your fellow FPACers, every single day.
Please join us in celebrating these two incredible professionals 🎉
Read more here →
lnkd.in/gh3zxAJF
Managing the money will only get us so far.
Financial planning has always been about more than the numbers.
The future of our profession asks us to bring that belief more fully into our work.
To understand the person.
What they want from life.
And how we can help them get there.
That’s the conversation we’re opening up at the next public event from FPAC Education.
Joining us is Dennis Moseley-Williams, a sizzling speaker whose message gets to the heart of what FPAC is about.
His topic?
The Transformation Economy.
The shift from wealth management to wealthcare.
From managing assets to helping people achieve their aspirations.
A healthier, wealthier, wiser life.
And that asks something different of the advisor–client relationship.
Happy clients.
Satisfied clients.
What if we could go further?
Help them feel understood.
Connected.
Like they belong.
Because human connection matters.
And in the age of AI, it matters even more.
Dennis will explore where value has shifted, what clients expect, and the conditions that make transformation possible.
He’ll also introduce three frameworks to help us think through what this means for our work.
Join us.
FPAC Public Educational Webinar
The Transformation Economy: From Wealth Management to Wealthcare
Thursday, October 8
1 p.m. ET / 11 a.m. MT / 10 a.m. PT
Register here →
us02web.zoom.us/webinar/regi…
P.S.
Thinking about FPAC membership?
This webinar is open to non-members and offers a taste of what FPAC Education is all about.
Specialized, advanced, expert-led programming.
Within a professional community that shares your commitment to helping people flourish.
How did @AlyshaTse do in the Hot Seat at FinFires this year? 🌶️
Watch this clip for the Moment of Truth.
It’s the one-two punch at the heart of this annual FPAC tradition.
A hot sauce-soaked chicken wing that had both Alysha and @adamchapman catching their breath.
Can the Hot Seater handle BOTH the hot sauce and the heated question?
(A financial planning would-you-rather, in the finest FinFires tradition. Sorry, members only.)
Alysha was up to the challenge, although that final sauce definitely had something to say about it.
And that’s part of what made FinFires such a great moment for the FPAC community this summer.
Financial planners coming together.
Talking shop.
Having a laugh.
And not taking themselves too seriously while they do it.
Thanks to Alysha for being such a great sport, and to Adam for cranking up that Hot Seat heat 🌶️
Financial Planning Association of Canada retweeted
Louai Bibi’s plan for FIRE couple with complex needs wins financial planning award theglobeandmail.com/investin…
It’s official! Louai Bibi, CFP®, CIM®, R.F.P. is the winner of the 2026 National Financial Planning Awards.
Louai presented a case study that was both complex and intimate.
“Personal finance is personal,” says Louai, an Ottawa-based financial planner with PWL Capital.
“There’s always research and evidence and data that we can lean on, but at the end of the day, people have to feel that everything will be OK.”
By speaking to both the head and the heart, and presenting a plan that went the extra mile, Louai’s work stood out to win the 2026 NFPAs 🏆
Please join us in congratulating Louai!
Read more in Globe Advisor → theglobeandmail.com/investin…
Financial Planning Association of Canada retweeted
For anyone who isn't an FPAC Member - you missed an incredible webinar last week! If you watched it live - there will be CE Credits on their way!
@AravindSitham covered the webinar in detail (check the linked thread) but to give you a taste of what @jasonpereira covered:
✅ A recap of integration
✅ A recap of where the new capital gains inclusion rates broke integration
✅ IPP's and where they can fit for incorporated business owners
✅ RCA's and where they fit (a niche tool that's more broadly applicable than you think!)
✅ A brief discussion of term life insurance and the benefits of holding inside a corporation
If you missed it but still need those CE Credits for year end - don't forget we have over 30 CE Credits on demand for you! 🤯🌟
If you are a member head over to our notion page to check them out!
If you aren't a member...what are you waiting for?!
@jasonpereira dropping the knowledge on Corporate Financial Planning pt 3 for the @fpacanada webinar.
As always - a ton to take away.
First part: a recap of integration
A reminder - that integration meant that in theory if you earned income in the corp and paid it out as a salary OR paid it out as a dividend...you would be indifferent to the net tax result.
(When factoring in the corp tax and personal tax)
But now....with the new potential cap gains rules....
Financial Planning Association of Canada retweeted
At FPAC, our community is spread out across the country. But we definitely still manage to get up close.
In 2024, FPAC took a big leap in getting to know each other, and bringing our community closer together.
With several member-led in-person meet-ups all across the country.
Members got to share their experiences, and catch up with like-minded planners.
From Toronto and London in the east to Edmonton and Vancouver in the west, the FPAC community got together, face-to-face.
Stay tuned, there are always more meet-ups in the works.
(Or think about planning a meet-up yourself!)
Our Canadian pride even broke through south of the border last year.
FPAC represented big time at the @FutureProof_HQ conference last year, in sunny Huntington Beach, CA.
We made sure the Canadian Tiki Lounge was the place to be, and you could tell our members had a lot of fun.
(Yes, financial planners know how to have fun!)
FPACers are used to getting together digitally.
FinFires. The Forum. Our sweet Twitter threads.
But this coast-to-coast community?
It’s real.
Join us and see for yourself.
We’re close to announcing the winner of the 2026 National Financial Planning Awards 🏆
As we speak, our judges are finishing their deliberations, reflecting on the final presentations of our remaining two competitors.
We’re excited to celebrate the winner.
To showcase great work in financial planning.
But the NFPAs are about more than one winner.
These Awards are about recognizing excellence.
Moving the profession forward.
Raising the standard.
As financial planners, that’s important for all of us.
So before the winner is announced, let’s take a moment to cheer on both finalists.
Win or lose, they have done something outstanding.
👏👏👏
If you’ve been following along, stay tuned.
The announcement is coming soon.
Registration is officially OPEN for the National Financial Planning Awards 🏆
But only for a limited time.
Calling all financial planners who see the people (and the lives) behind the numbers 📢
This is the competition for you!
Registration for the NFPAs closed on Jan. 23rd.
Register here →
fpassociation.ca/national-fi…
This is no popularity contest.
This is not about sales.
And no, you don’t have to be a member of the @fpacanada.
Registration is quick and easy.
Fill out the form.
Pay a $50 fee.
Pick a real plan from your best recent work.
Provide an overview of it & an anonymized Engagement Letter with identifying information redacted.
And then see where the Awards take you 🏆
Proud of our colleagues over at @AdvancedPlanner who this week spoke up for something that’s at the heart of what FPAC is all about.
Fiduciary responsibility.
FPAC members, when they join, take The Fiduciary Pledge.
Now IAFP is taking a step in the same direction.
No wonder FPAC and IAFP make such a good team — including in co-presenting the NFPAs 🏆
Read the full press release here →
newswire.ca/news-releases/ia…
Our Awards webpage is now live 🏆
Want to know more about the National Financial Planning Awards?
Here is your one-stop shop →
fpassociation.ca/national-fi…
Learn more about:
🏆 The anonymous, multi-round judging process
🏆 What made the top plan of 2025 stand out
🏆 The timeline & key dates to remember
Registration for competitors opens on Jan. 5th.
When it does, this is the web link you need.
Racing the clock for your FP Canada credits?
CE On-Demand can save your holiday bacon, in time for year-end.
It’s exactly what it sounds like.
FPAC members can earn CE credits toward their CFP® or QAFP® designations, whenever they like.
(Including right before year-end.)
Not a member yet?
Join FPAC now and you’ll still have time to get onboarded & start earning.
It could be the move that saves your holidays.
fpassociation.ca/become-a-me…
Financial Planning Association of Canada retweeted
IAFP Introduces Mandatory Fiduciary Attestation for 2026 Membership Renewal as the Institute Marks Its 40th Anniversary
Press Release:
iafp.ca/planners/wp-content/…
Starting this week, an workshop series we’re excited to celebrate 🎉
Financial Literacy Series: Where STEM Meets Cents & Sense
Led by a group of passionate FPAC volunteers from across financial disciplines, it’s happening in partnership with @SCWIST.
Please reshare to help us amplify this important workshop series! Learn more about it here → eventbrite.ca/e/financial-li…
And just like that … Awards season is officially underway. (No, not the Oscars.)
The National Financial Planning Awards 🏆
Registration opens in just 1 MONTH!
Read about it here in @GlobeAdvisor h/t @deannegage
theglobeandmail.com/investin…
Same Awards 🏆 New identity.
Introducing: the National Financial Planning Awards — the NFPAs.
Now, it’s official:
The Awards are coming back in 2026.
But not under the same name.
Canadian financial planners, competing simply on the basis of their best work.
Anonymous. Objective.
Client-centric. Values-based.
Financial planning at its finest.
Coming together from coast to coast.
That’s the National Financial Planning Awards 🏆
P.S.
Want to compete in the 2026 NFPAs?
Registration opens Jan. 5th.
Learn more at our Q&A this week → us02web.zoom.us/webinar/regi…
Curious to learn more about who we are?
You can find out more about (and join) FPAC here!
fpassociation.ca/
Financial Planning Association of Canada retweeted
Same Awards 🏆 New identity.
Introducing: the National Financial Planning Awards — the NFPAs.
Now, it’s official:
The Awards are coming back in 2026.
But not under the same name.
Canadian financial planners, competing simply on the basis of their best work.
Anonymous. Objective.
Client-centric. Values-based.
Financial planning at its finest.
Coming together from coast to coast.
That’s the National Financial Planning Awards 🏆
P.S.
Want to compete in the 2026 NFPAs?
Registration opens Jan. 5th.
Learn more at our Q&A this week → us02web.zoom.us/webinar/regi…
What does it take to make an AWARD-WINNING financial plan?
Now’s your chance to find out.
Next week, FPAC is hosting a public webinar, inviting all #financialplanners who are curious about what it takes to compete.
Join us online
Dec. 3rd.
1 p.m. ET / 11 a.m. MT / 10 a.m. PT
Register here → us02web.zoom.us/webinar/regi…
Curious to learn more about who we are?
You can find out more about (and join) FPAC here!
fpassociation.ca/