Simon Chan Auhtor Headshot Image

Simon Chan

Longevity

Simon Chan, MBA, CFP is a strategic advisor on longevity & retirement innovation, and the founder and CEO of Adapt with Intent Inc.

Canadians want to age in place, but they aren’t planning for it Canadians want to age in place, but they aren’t planning for it

Longevity

Canadians want to age in place, but they aren’t planning for it

Place planning is emerging as a critical dimension of longevity-ready advice

By Simon Chan |March 17, 2026

4 min read

It’s not enough to ask clients when they want to retire It’s not enough to ask clients when they want to retire

Longevity

It’s not enough to ask clients when they want to retire

Talk about the transitions they expect to make in the next 10 to 20 years, and how flexible their financial plan needs to be

By Simon Chan |February 2, 2026

5 min read

Advisors have a chance to lead on longevity Advisors have a chance to lead on longevity

Longevity

Advisors have a chance to lead on longevity

Global financial institutions have begun treating longevity as a strategic pillar

By Simon Chan |November 27, 2025

4 min read

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