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

How retirement coaching is redefining the future of advice How retirement coaching is redefining the future of advice

Longevity

How retirement coaching is redefining the future of advice

Retirement readiness is about more than money

By Simon Chan |October 14, 2025

3 min read

What advisors can learn from midlife transition programs What advisors can learn from midlife transition programs

Longevity

What advisors can learn from midlife transition programs

What if retirement planners took a page from Yale, Stanford and the University of Chicago?

By Simon Chan |July 17, 2025

3 min read

Canadian pension funds are preparing for a new retirement Canadian pension funds are preparing for a new retirement

Longevity

Canadian pension funds are preparing for a new retirement

Financial advisors can too — here’s how to get ready for longevity

By Simon Chan |June 20, 2025

3 min read

He knew everything about retirement, except how to live it He knew everything about retirement, except how to live it

Longevity

He knew everything about retirement, except how to live it

How former banker Mike Drak turned “retirement hell” into a victory lap

By Simon Chan |May 29, 2025

3 min read

Your kids may never retire — what does that mean for financial advisors? Your kids may never retire — what does that mean for financial advisors?

Longevity

Your kids may never retire — what does that mean for financial advisors?

Precautionary planning can help clients build financial resilience in an era of economic uncertainty and new realities

By Simon Chan |April 24, 2025

4 min read

Reframing retirement Reframing retirement

Longevity

Reframing retirement

5 ways clients are thinking differently about retirement in the age of longevity

By Simon Chan |March 25, 2025

4 min read

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