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Dave Faulkner, CLU, CFP

Helping financial advisors use planning to deliver more value to more people for over 30 years.

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On March 23, 2023November 10, 2026 By

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Dave Faulkner

Recent Posts

Forty years of predicting the unpredictable. How AI can help bring financial advice back to its human roots.
The Invisible Paywall: Why Policymakers Can’t Fix Canada’s Financial Planning Crisis
How Canadian Financial Advisors Can Harness AI — Without Compromising Privacy or Compliance
Vibe Planning: Transforming Financial Advice for Canadian Advisors
How to help clients with debt problems, to help themselves.

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