Growing Your Financial Advisory Practice | Insights For Financial Advisors, Planners And Investment Managers

As a financial planner, you become accustomed to seeing certain types of financial situations over and over again. However, some clients have very complicated and singular financial situations that can prove challenging. For example, planning for elderly parents brings out unique challenges. Business owners often have more complex tax situations. Expats who retain investments in their home country may have a tangled investment situation. Today’s guest knows a lot about dealing with some of these more complex financial planning situations and most importantly he knows how to make the client engagements profitable. Jason Heath is one of Canada’s best-known fee-only financial planners. He is a Certified Financial Planner (CFP) with Objective Financial Partners in Toronto, a personal finance columnist for the Financial Post and MoneySense, and a regular contributor at RetireHappy.ca. Jason has been providing fee-only, advice-only financial planning since 2001 and has a particular interest in working w