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.
“Having recently won the Canadian Financial Planning Award competition I never imagined that I would make it so far in the Global Awards. Ending up as a 1st runner up is an awesome feeling! Having a chance to be questioned by the judges was a great experience and for me validated that I’m on the right path with my planning approach.”