The IAFP

IAFP® member Meagan Balaneski joined The Wealthy Barber Podcast to discuss fiduciary responsibility and its importance in financial planning. Her perspective reflects IAFP’s fiduciary standard and the commitment of R.F.P.® professionals to put clients first.

What does fiduciary responsibility actually mean? @MeaganBalaneski explains why it’s a higher bar and how the IAFP (@AdvancedPlanner) added a new fiduciary standard for R.F.P.s in 2026.

IAFP® member Meagan Balaneski, R.F.P.®, recently joined The Wealthy Barber Podcast to discuss the evolving financial planning landscape. Her perspective embodies IAFP’s new fiduciary standard and the commitment of R.F.P.® professionals to act in clients’ best interests.

@justinmanningv @jasonpereira @SunLife @MarkMcGrathCFP @AaronHectorCFP @AravindSitham @adamchapman @j_stock_ As of Jan 1, 2026, R.F.P.’s must disclose their expected compensation when making a recommendation. It’s about time. Wouldn’t you rather work with a financial planner who is transparent about what they will get by making one recommendation vs another? Find a R.F.P. near you.

@jasonpereira you’ve been calling for permanent life insurance compensation reform for some time now and @SunLife just sent out the following announcement @MarkMcGrathCFP @AaronHectorCFP @AravindSitham @adamchapman @j_stock_

Welcome Kairav Shah, CFP®, R.F.P.®, to the IAFP®® Board of Directors! Kairav brings passion, dedication, & strong commitment to advancing professional excellence. We’re excited for his leadership as we continue to elevate the R.F.P.® designation & our profession. #IAFP #RFP

Welcome Chet Brothers, CFP®, R.F.P.®, as a Regent on the IAFP® Board of Directors. Chet brings a strong commitment to integrity, client-first planning, and advancing professional standards as we continue strengthening the R.F.P.® designation. #IAFP #RFP #Leadership

IAFP Introduces Mandatory Fiduciary Attestation for 2026 Membership Renewal as the Institute Marks Its 40th Anniversary Press Release: iafp.ca/planners/wp-co…

Congratulations to Lenore Davis, MA, CFP®, R.F.P.®, on receiving the prestigious Ian Douglas Macdonald Lifetime Achievement Award! Her leadership and dedication have strengthened the IAFP® and elevated financial planning across Canada. #IAFP #RFP #FinancialPlanning

Thank you for making the 2025 IAFP® Symposium a success! We’re already planning ahead—join us Sept 23–26, 2026 in Winnipeg at the iconic Fort Garry Hotel. Registration is open—secure your spot early & save! 🔗#register-now" target="_blank" rel="nofollow noopener">iafpsymposium.ca/#register-now

At the Symposium last week, @AaronHectorCFP gave his President’s update. He shared his personal journey with the IAFP and provided a very important update regarding the work the IAFP has done this year to clarify their fiduciary standard. youtu.be/tOHxAbyYUv8?si… via @YouTube

It’s here! The IAFP® Symposium kicks off today. Whether in Nanaimo or online, get ready for inspiring sessions, meaningful connections, and actionable insights. #IAFPSymposium

One week left to register! Can’t make Nanaimo? Attend virtually for speaker access, live Q&As, and on-demand recordings — plus CE credits. Your Symposium, your way. #IAFPSymposium

Money meltdowns? Inner battles? Natasha Knox explores how IFS can help advisors and clients regulate emotions, reduce stress, and make better financial decisions. #IAFPSymposium

The IAFP® Symposium is where financial planners grow. Learn from experts, explore new ideas, and take home strategies you can use right away. Join us in person or online.

Congrats to Brian Wruk, MBA, CFP® (CAN+US), TEP, CIM, R.F.P.®, on earning his R.F.P.®! Founder of Transition Financial Advisors Group, Inc, he specializes in cross-border planning. “Earning my R.F.P.® connects me with Canada’s top planners, sharing my cross-border expertise.”

In volatile markets, resilience wins. Matt Kidwell shares disciplined portfolio strategies to keep clients invested and focused on goals — not headlines. #IAFPSymposium #Investing

The clock’s ticking! Earn CE credits, sharpen strategies, and connect with top minds in financial planning — in Nanaimo or virtually. Don’t miss Canada’s premier planning event. #IAFPSymposium

Cut through the noise of complex investments. Aravind Sithamparapillai shows planners how to ask sharper questions, think critically, and focus on transparency over hype. #IAFPSymposium #FinancialPlanning

Retirement Realities Women manage trillions—but are often less prepared for retirement. Tanya Staples, Ph.D. Candidate, M.A., CFP®, explores how gender, life stage & risk perception shape financial behaviour. Don’t miss this thought-provoking session. 🔗 iafpsymposium.ca

Celebrating Meagan S. Balaneski, R.F.P.®, CFP®, CLU, CIM, TEP, winner of the 2025 Financial Planning Awards! This honour recognizes client-focused advice, innovation & expertise. Proud to recognize her achievement at the #IAFPSymposium in Nanaimo.