Conrad Toner, B.A, CFP®, CLU is the founder and CEO of True North Retirement Counsel, a financial planning firm based in Peterborough Ontario. Conrad’s degree in psychology brings a unique perspective to his planning process which allows him to gain a much deeper understanding of each client’s situation.
His specialty is written, comprehensive financial plans for retirees and those approaching retirement. The majority of his clients want him to: simplify their financial lives, preserve capital, generate a predictable, sustainable, tax-efficient income and create a simple efficient transfer strategy to pass on their wealth to children and grandchildren.
Conrad is also the founder of Financial Doctor Press, Inc. His first publication Fearless Retirement: How to Retire Without Financial Worry became a #1 Amazon Bestseller in 2013. Fearless Retirement was the first financial literacy product published by Financial Doctor Press. “I created Financial Doctor Press because I wanted to help improve financial literacy for everyone from teenagers to grandparents. This stuff isn’t being taught in schools in any meaningful way, so I wanted to do my part to help Canadians live healthier financial lives by teaching some of the basics”. Financial Doctor Press currently has several other projects in development from simple e-books to full blown e-courses.
“Working as an independent financial planner is very rewarding and it allows me to focus solely on my clients without outside influence. At times, such independence comes with some isolation and little opportunity to get qualified feedback from others in the industry. Entering the PlanPlus Canada Awards competition allowed me to showcase some of my best work, and winning was certainly a thrill. To be judged and then selected as a winner by esteemed industry colleagues validates the value my clients receive from the years I’ve dedicated to constant improvement and honing my craft.
I would strongly encourage anyone in the financial services industry who is serious about financial planning to enter this competition. I found it was a great opportunity to review my work through a slightly different lens. One that focuses on the bigger picture of how I can help clients overall, rather than on the details of a specific client engagement. I believe this competition offers a great way for advisors to get re-focussed on improving their capabilities for their clients.
The time and effort put into running this competition on a global scale must be immense. Thank you to PlanPlus and the sponsors for all that you do to help enhance the financial planning profession around the world.”