Brian Laundry

I didn't even need to read the article to know that taxes are going up for the wealthy (and business owners). No surprise! advisor.ca/tax/tax-news/t…

All software should be configured to default to FP Canada Assumption guidelines. I like that FP Canada is creating rules for their membership to be held accountable for their assumptions. What happens if a CFP uses incorrect assumptions? Consequences? ow.ly/cdf650FxrEg

I haven't had the chance to use Conquest since the early beta days, but I'm excited to see how their software integrates with the IG advisor network. Canadian Fintech is vital for a better client/advisor experience. ow.ly/MzoI50FxqzS

Specifically, FSRA is not allowing rebating commissions (in Ontario). I fundamentally don't agree with rebating. It is a clear incentive-based selling tactic that puts stress on the insurance industry to benefit the revenue of the selling advisor. ow.ly/QAsW50Fxr9q

An interesting article, but it completely misses the real problem. Insurance advisors often die or leave the business leaving their blocks of business behind...unserviced/not-assigned to an advisor. We call these clients "orphans." ow.ly/H0Dz50Fbxev

It's vital to work with an insurance expert when dealing with highly technical, tax-driven insurance planning. There are not many advisors in Canada with this type of technical expertise. I'm happy to be one of them. Take a read about insurance shares. ow.ly/LUUm50FbwLQ

Have you registered for the upcoming 2020 PPI Symposium? I'm speaking about "A Digital Client Experience - How technology should change advisor expectations" This video is about how I use LinkedIn to strengthen my brand and expand my network. #PPI #valueofadvice #buildingstrong

@FHPBaseball She was my 'other mom' growing up. Such a terrific person with so much passion for her family. I'm so sorry Bob (Tom & Angela).

My Mom was always there for me, to take care of me, to drive me to baseball games and to be the first to meet all my kids. Thank you for always being there whenever I needed you.

To all CPA attendees. @mhyattspeaker just told you to meet speakers before a presentation. Feel free to introduce yourself to me (pic below) #practax #CPA

What an honor! #halloffame. sheridanbruins.com/general/2018-1…

@RBurjoski @jpkelleway

"When we first started doing insurance (2013) our revenue was zero and last year (2018) we did $150,000" -- tremendous advocacy from Financial Advisor David Lyon from Watermark Wealth Management @IAcanada @HollisWealth @IE_Canada @advisorca @Peel_Halton youtu.be/0tMRj6b70GU

Nice to be mentioned in the Globe & Mail last week. theglobeandmail.com/investing/glob…

Great sessions create great conversations. To learn more about the insurance-based tax solution for this case, touch base with me. @Peel_Halton @IAcanada @iASecurities @HollisWealth @IAcanada linkedin.com/feed/update/ur…

Enjoyed being asked to participate in a panel discussion about insurance within a Private Managers practice. Thanks for the invite! @iASecurities @IAcanada @jpkelleway

@wavehockey are games still on tonight?

ctvnews.ca/video?clipId=6… Although I understand the frustration of this client, you need to hear the entire explanation. I made a video to explain what happened. youtu.be/84-B0PEuGP8