New School of Finance

🗣️ Episode 3 of The Findustry is OUT 🗣️

In this episode, Shannon Lee Simmons and Rob Carrick discuss how clients can keep cool during a stock market crash — as well as how advisors can position themselves to support clients in real ways to retain and create growth.

SPOTIFY ➡️ https://tinyurl.com/536w5kza
APPLE PODCASTS ➡️ https://tinyurl.com/4u63bd3d

Travel is a big focus for many Canadian retirees, but those booking bucket-list trips may find themselves hit with sticker shock as costs keeps rising. Shannon Lee Simmons spoke with The Globe & Mail about how her clients are adapting to higher travel costs. Read the story ➡️ https://tinyurl.com/2aj2nukb

🗣️ Episode 2 of The Findustry is OUT 🗣️

In this episode, Shannon Lee Simmons & Rob Carrick dive into the world of advisor fees. They discuss what they think are fair fees for advisors and fee-only planners.

It doesn't have to be a race to the bottom — tune into Shannon & Rob's discussion as they explore the intersection where good advice meets reasonable fees.

SPOTIFY: https://tinyurl.com/26amratb
APPLE PODCASTS: https://tinyurl.com/22pspgc7

Investing can feel overwhelming for beginners, but building long‑term financial security is more achievable than many people realize.

On March 11th, The Globe and Mail hosted a conversation on foundational investing, bringing together financial experts — including our very own Shannon Lee Simmons — who outlined practical strategies to help new investors get started.

By breaking down core concepts and offering clear, practical guidance, this webcast underscored the importance of equipping new investors with the confidence and tools needed to navigate of their financial futures.

If you missed the live event, want to watch again or share it with others, you can check it out at https://youtu.be/pShvk1LjHCk?si=vGUhfjVDiGmkkmHe 🔗

🚨 30 days until the 2025 tax filing deadline! 🚨

The tax filing deadline for most individuals is April 30, 2026.

If you or your spouse or common-law partner are self-employed, your tax filing deadline is June 15, 2026. If you owe money to the CRA, you’ll still need to pay by April 30, 2026 to avoid interest.

This is your sign to do the thing! ✅

🔊 NEW PODCAST ALERT 🔊

"We are at a pivotal moment in the financial advice industry. Trillions of dollars are about to pass from one generation to the next. Client expectations have changed, regulation is tightening, new models are emerging and technology is reshaping delivery.

At the same time, Canadian financial stress is up. There's so much daily uncertainty. The cost of living is high and Canadians aren't saving enough.

That’s why we created this podcast. To bring advisors, planners, and clients into the same room so we can all get better outcomes as we navigate these wild times. We are so glad you're here. Let's make the world of financial advice, The Findustry, better — one episode at a time."

Shannon Lee Simmons & Rob Carrick

SPOTIFY: https://tinyurl.com/24hejl9v
APPLE PODCASTS: https://tinyurl.com/227bgkut

Spending these days is frictionless and invisible, making budgeting much harder for teens — the financial environment they find themselves in today is highly likely to be the culprit. Read Shannon Lee Simmons' piece for The Globe & Mail. ➡️ https://tinyurl.com/yyvwmw2x

Traditional wisdom says to pay off any debt before saving for a big purchase like a home, but if you want to do both, you’ll need to take a good, hard look at your monthly cash flow. For The Toronto Star's Money Coach Column, Liz Schieck weighs in. ➡️ https://tinyurl.com/52yh3vyf

Rachel & Nolan are an engaged couple who can afford a home but aren’t sure it makes financial sense. “The question is, is this something we should actually be saving for? Or is there something better we should be saving for?” For the Toronto Star, Shannon Lee Simmons breaks down the scenarios. Read the story ➡️ https://tinyurl.com/4avrpu76

An estimated 17 per cent of Canadian retirees have let their non-student adult children live with them for free or at a reduced rent during their retirement, according to a 2025 report on Canadians’ retirement plans.

But for a subset of Canadian retirees, retirement plans are being put on hold to accommodate adult children still living at home because of the high cost of living and difficult job market young adults are contending with.

Read what Shannon Lee Simmons shared with The Globe & Mail ➡️ https://tinyurl.com/shfnz8nd