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Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World (a podcast covering financial literacy, financial advisors & wealth)
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#180 | How Carolyn Fallis Is Changing Wealth Decisions in Underserved Communities With Financial Planning
Manage episode 488261574 series 3619636
Are wealth decisions only for the wealthy?
What happens when financial planning is out of reach for the communities that need it most? In this episode, we dive deep into the launch of a bold new initiative changing that reality—the Canadian Foundation for Financial Planning (CFFP).
Financial resilience isn't about having more—it's about knowing more.
John welcomes Carolyn Fallis, Chair of the CFFP, to discuss how this new charity is bringing qualified, pro bono financial planning to underserved communities across Canada—starting with newcomers and expanding into wider DEI groups. If you've ever thought financial advice was a luxury, this episode will challenge that assumption.
Here’s what you’ll learn:
- Why financial planning—not just financial literacy—is key to improving wealth decisions.
- How the CFFP is building a scalable, volunteer-powered model for reaching marginalized Canadians.
- Real-world outcomes from early workshops—and what’s next as the foundation grows nationally.
Start making better wealth decisions—no matter your background—by hearing how the CFFP is changing lives. Listen now.
To know more about Carolyn Fallis and the CFFP
https://www.johndegoey.ca/
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