Rosemarie McKinnon-CFP, RLP- IG Wealth Management Inc.

As I reflect on 2025, I am so grateful for all the amazing accomplishments that were experienced. I wish you all continued positive momentum for 2026.
Happy New year!

After an incredible milestone year, I just want to wish you all a wonderful holiday season. May 2026 continue to grow and expand on all we've accomplished this year. Cheers!

When it comes to new relationships, financial compatibility could be a key to building a strong and lasting partnership. Find out why.

Is financial compatibility more important than chemistry Is financial compatibility more important than chemistry By Travis Campbell, Budget and the Bees • October 2025 • Health & Wellness When it comes to new relationships, financial compatibility could be a key to building a strong and lasting partnership. Find out why. When you’re starting a rela...

If you’ve never managed the household finances and your spouse suddenly dies, it can be overwhelming doing it by yourself. Here’s how to make it easier.

How to take over managing finances after your spouse dies If you’ve never managed the household finances and your spouse suddenly dies, it can be overwhelming doing it by yourself. Here’s how to make it easier.

I am so honoured to have been a part of this amazing group of humans as they became the world's newest and boldest Registered Life Planners.

Hearty congratulations to Bryan Gum, Chana Aliza Borgman, Cody Weber, Cory Smith, Jennifer McKinley, Kurt Schliemann, Laura Rotter, Lindsay Troxell, Lindy Venustus, Ohan Kayikchyan, Rorik Larson, Stephanie Bruno, Teri Alexander, Tony Madsen, and Vrishin Subramaniam on the completion of the Life Planning Mentorship!

The 6-month mentorship program is often the third and final step toward earning the Registered Life Planner® designation. We are so grateful to our amazing team of trainers who have guided these planners' paths since the EVOKE® Life Planning Training they attended together in Hana, HI.

Thank you to Rosemarie McKinnon, Brad Tafoya, and Ariadne Horstman for your leadership throughout the course and to Scott Frank for your encouragement and support.

Financial planners who complete the Kinder Institute’s Registered Life Planner® designation describe it as nothing short of transformational—both professionally and personally. For many, it marks the moment their practice evolves from simply managing money to profoundly changing lives.

Whether they have a few years in to the financial planning profession or having been active for decades, the common denominator among life planners is a sincere desire to facilitate meaningful conversations that uncover what truly matters to their clients, so their financial advice and strategies fully support the lives their clients long for. Our graduates gain a renewed passion, clear vision, and practical steps to bring this purpose-driven approach into their work—creating financial plans that lead to client self-actualization.

Are you curious about how earning the Registered Life Planner® designation can create more meaning and impact in the lives of your clients, leading to a more fulfilling lives for your clients (and for you!)?

Reach out to these graduates or learn more at kinderinstitute.com.

Kinder Institute equips advisers to listen deeply, plan authentically, and lead their clients—and themselves—toward lives of greater freedom and fulfillment.

We change the world by changing the profession.

Have a wonderful, hopeful Easter weekend!

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Aligning your money with your life is essential to the success of your financial goals and dreams. The key is to lead with your life plan and then have your investments support your vision.

Aligning investment income with your financial plan Learn how integrating investment income into your financial plan can help you reach your financial goals faster.

Many people have experienced pain around the subject of money. Understanding the role that our emotions play in financial decisions can help us make smarter choices, setting us up for a better financial future.

Why your therapist wants to talk to you about money Why your therapist wants to talk to you about money By Michelle Bilodeau, MoneySense • March 2025 • Health & Wellness While discussing money can be difficult for many of us, talking about it with your therapist can help set you up for a better financial future. Does it seem like your psychothera...

The RRSP deadline is March 3 @ 12midnight! Here are some important dates to note as we get into TAX SEASON!

Important dates to help you get ready for tax season A list of tax-related dates, including when you can expect to receive various tax slips, as well as deadlines for RRSP contributions and tax filing.

Many investors struggle to keep their emotions in check when making investment decisions.

Protecting your investments from emotional decisions Your Financial Life Protecting your investments from emotional decisions By IG Wealth Management • February 2025 • Investing Many investors struggle to keep their emotions in check when making investment decisions. After all, we’re human beings; our instincts often dictate our behaviour, even ...

"...and finally it has happened... a Dream fulfilled in a Dream"
-Mithunya
Thank you to all who attended, planners, trainers, and the one and only George Kinder. My sincere Aloha and Mahalo to all. 🙏 🥰

"This is the most impactful training I’ve ever received in my career. The lessons learned were beautiful and also the instructors extremely present, kind, and full of amazing knowledge and experience. I can’t recommend this course more highly!" - Kurt Schliemann, Painted Porch Advisors, LLC

We had an incredible group of financial professionals and coaches attend the EVOKE® Life Planning Training last week in a very special location -- George Kinder's home in Hana, Maui!

Congratulations to Jennifer McKinley, Ohan Kayikchyan, Teri Alexander, Stephanie Bruno, Lindsay Troxell, Cory Smith, Kurt Schliemann, Tony Madsen, Vrishin Subramaniam, Bryan Gum, Anne Marie E. Ashworth, Rorik Larson, Lindy Venustus, Laura Rotter, Chana Aliza Borgman, and Cody Weber for completing the course!

Big thanks to our inspiring trainers Rosemarie McKinnon-CFP, RLP- IG Wealth Management, Scott Frank, Kathy Lubar, Horstman, and of course, George Kinder, for empowering this group to connect with their clients on a deeper level. At Kinder Institute, we believe that it is the responsibility of the financial planner/advisor to uncover their clients' life ambitions so their resources fully support the lives they long to live.

Our next EVOKE courses will be held:
--> face-to-face in London, UK on April 28 to May 2
--> face-to-face in Washington, DC on June 1 to 6
--> online July 28-31 from 9:30am-7pm EDT
--> face-to-face in Cornwall, UK on September 15 to 20
--> online November 11 to 14 from 9:30am-7pm EST

Register on our website www.kinderinstitute.com today!