Financial Planning Syndicate

Financial Planning Syndicate

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Everything you need to know to migrate your financial planning practice to a fee-based one! Align y You'll be glad you did.

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Scott Plaskett, CFP

On this page, you will learn - not from a Coach or Guru - but from a colleague. Someone who day in and day out is in the trenches just like you! I have successfully migrated my practice to be one of Canada's most respected, comprehensive financial planning firms. My goal is to share with you what worked (and what didn't) during my transition from being commissioned based to being fee-based.

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Words and Phrases to Avoid in a Difficult Conversation 11/08/2022

Words and Phrases to Avoid in a Difficult Conversation
When you’re having a difficult conversation, it’s common to focus on your own ideas, viewpoints, and feelings. However, a “me-centric” approach can backfire. To achieve your goal, keep the other person’s feelings and opinions in mind by avoiding common mistakes like assuming your viewpoint is obvious, exaggerating, challenging someone’s character or integrity, blaming others for your feelings, telling others what they should do, or saying “it’s not personal”.

Words and Phrases to Avoid in a Difficult Conversation When you’re in the middle of a difficult conversation, it’s common to focus solely on yourself: your ideas, your viewpoint, your feelings. But a “me-centric” approach can backfire. To achieve your goal, you need to think beyond yourself. While crafting your message, you must keep the other p...

15 Everyday Habits of People With an Impressive Memory | Reader's Digest Canada 11/07/2022

15 Everyday Habits of People With an Impressive Memory
Having trouble remembering the name of the person you just met, or even where you left your phone charger? Click here for some everyday habits that are easy to adopt and can help boost your memory.

15 Everyday Habits of People With an Impressive Memory | Reader's Digest Canada Finding yourself forgetting things more often? These everyday habits are easy to adopt and can help boost your memory.

Earning Rewards Points as a Family - Money We Have 11/05/2022

Earning Rewards Points as a Family
Earning rewards points as a family is easy if you have the right card. Click here to learn more about the two credit card methods of travel hacking and get an extra sign-up bonus every year as a couple.

Earning Rewards Points as a Family - Money We Have Earning rewards points as a family is essential if you want to travel hack. Find out how this strategy works and what programs allow it.

How to Choose the Best Legal Structure for Your Business - Pros & Cons 11/04/2022

How to Choose the Best Legal Structure for Your Business – Pros & Cons
Are you thinking about turning your latest idea into a business venture? Click here for a list of crucial to-dos in the early stages of forming a new business.

How to Choose the Best Legal Structure for Your Business - Pros & Cons Sole proprietorship, partnership, corporation, or limited liability company? Find out which legal business structure is the best fit for your new business.

Photos 10/31/2022

Happy Halloween!

September 2022 Travel Restrictions: What You Should Know 10/28/2022

September 2022 Travel Restrictions: What you Should Know
September is an opportunity to enjoy the last weeks of summer warmth and experience smaller crowds now that school is back in session. This article lets you know about current travel restrictions for many popular destinations.

September 2022 Travel Restrictions: What You Should Know Many popular leisure destinations are open with minimal travel restrictions.

How Your Investments Are Taxed in Canada 10/27/2022

How Your Investments are Taxed in Canada
When it comes to building wealth, one of the most important factors to consider is your income tax burden. Click here to find out more about how your investments are taxed in Canada.

How Your Investments Are Taxed in Canada When it comes to building wealth, one of the most important factors to consider is your income tax burden. Income taxes take a bite out of all your investment returns, and failing to minimize them can cost you hundreds of thousands of dollars over your investing lifetime. Investment income is taxed....

Fall Travel To Europe: What To Expect — And How To Save Money 10/26/2022

Fall Travel to Europe: What to Expect and how to Save Money
Travel to Europe this fall is booming. Airfares and room rates are falling and all that may leave you wondering if it’s worth visiting Europe this fall. Click here for more!

Fall Travel To Europe: What To Expect — And How To Save Money Demand for travel to Europe remains unseasonably high this fall. Is it still worth visiting?

Dementia Calculator 10/25/2022

Dementia Calculator
The Dementia Calculator was developed to help people 55 years of age and older better understand their brain health and the things they can do to reduce their risk of developing dementia. Click here to take a quick test on how healthy your brain is—and predict your risk of being diagnosed with dementia in the next five years.

Dementia Calculator Dementia: an umbrella term for loss of memory and other thinking abilities severe enough to interfere with daily life. What is your risk of developing Dementia?

20 Business Books That’ll Change Your Life in 2022 10/24/2022

20 Business Books That Will Change Your Life in 2022
Many great business books inspire, educate, and help create better entrepreneurs. This article shares 20 business books that will change your life and grow your business.

20 Business Books That’ll Change Your Life in 2022 A great business book will change your life for the better. We've put together a list of our favorite business books that you have to read in 2022. These books about business are jam-packed with actionable content you can implement today. There's nothing better than these great reads.

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