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

Howard Dixon grew up in England and came to Canada as a W.H. Rhodes scholar in 1961. He holds a joint honours degree in physics and applied mathematics from the University of London, and he earned a Certificate of Education at Cambridge. He had a career in education before beginning his financial training as a rural agent for Mutual Life of Canada. He opened his own financial planning practice over 30 years ago in 1987, worked for two years as a senior financial consultant for MD Management starting in 1994, and became a Registered Financial Planner in 1996. In addition to running his practice, Howard has also taught CFP courses at the University of Victoria and created a certificate-level course called Financial Plan Development. Howard joins the podcast today to discuss retirement income planning. Listen to the episode to hear what Howard has to say about the financial planning process for retirement income planning, the importance of cash flow during retirement, and why retirement planning is an ongoing pr