We are on a mission to help great advisors make better financial decisions for their clients, with financial planning.
We started Snap Projections because we wanted to help Canadians make better financial decisions. We wanted them to have peace of mind while working and a better quality of life when they retire.
We get that financial planning is complex. That’s why we believe that the vast majority of Canadians would be best served by working with a professional, fiduciarily-minded financial advisor or planner.
Technology can be enormously helpful, but it is our belief that it should never replace a human advisor. There is simply too much at stake.
Rather, we want to equip advisors with the best financial planning tools on the planet to help them make better financial decisions for their clients.
As the industry shifts toward the world of low fees, a new approach to planning is required.
That’s why Snap was designed from the ground up for you, an advisor. We’re driven to help you reduce your planning efforts, do more planning in less time, and fully engage your clients in the planning process by making it meaningful, educational, and collaborative.
We interviewed over 1,000 Canadian financial advisors, planners and investment managers about what frustrates them in their financial planning process.
Advisors are frustrated because they spend too much time on planning. Their tools are cumbersome and hard to use, producing reports that clients simply don’t understand.
They complain that most software is optimized for asset accumulation while lacking in the de-accumulation phase.
Advisors have a hard time illustrating to clients their income in retirement, where from one source of income (employment), you end up with six or more different sources of income across various asset types like personal assets, corporate assets, pensions, government benefits, and others.
Making quick, interactive adjustments right in front of your clients’ eyes is impossible.
This leads to wasted time and frustrated, unengaged clients.
We worked hard to create a solution to turn this around.
That’s why Snap Projections is based on these 5 principles:
Effectiveness: It has to genuinely help consumers make better financial decisions, not just lead to product sales.
Ease of use: It has to be simple to use, so you don’t need a PhD in Math to figure it out or have to call a support desk at every click. It needs to be built on sound assumptions that are easy to understand and communicate.
Robustness: It has to quickly produce powerful, meaningful plans and allow for interactive updates with clients.
Customizability: It has to be able to model a variety of client situations, allowing you to create simple plans efficiently but also making more complex scenarios possible.
Accuracy and Transparency: It has to be tax-accurate, up to date with current tax legislation, and transparent, so that you can review the calculations and have full confidence in the numbers.
The result is software that is easy to use, yet flexible enough to create personalized plans your clients easily understand and appreciate.
Pawel Brzeminski, MSc
Marysia Wojcik, BA (Hons)
New Hire (You)
Michal Swidrak, MSc
Kaiser Chan, CFP
New Hire (You)
Riley Anderson, CPA
Leigh Martinson, P.Eng.
David Buye, B. Mgt.
Interested in joining our team?
If you’re looking for an exciting role that will allow you to shine, we’d love to talk to you. At Snap Projections, your work directly impacts (and improves) the lives of millions of Canadians. From building new features, to training advisors on our platform and showing them what’s possible with Snap, to supporting our internal teams, we’re always looking for talented individuals who are eager to make a difference.
“I can create a plan within minutes prior to a client meeting, work on it interactively with them for an hour or so and have it in their inbox on their way home from my office.
I never thought doing it this way was possible due to the limitations of the program I was using prior to Snap.”Mark Orr, CPA, CA, CFP, CIM
Snap Projections helps financial advisors, planners and wealth managers keep their clients invested, even if markets fall.
Advisors educate clients to help them make better financial decisions through a simple yet powerful and easy to use financial & retirement planning software solution.
© Snap Projections