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4 Ways Financial Planning Can Help Grow Your Advisory Practice in 2023

We recently surveyed Snap users to get a better understanding of how financial planning software has benefited and grown the financial advisory practice. The responses were meaningful and impactful – so much so that we wanted to put together essentially a guide for all Canadian Financial Advisors who seek to grow their practices through effective financial planning.

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How Financial Advisors Easily Provide Tax Planning Advice with Snap Projections

As you help your clients work through the many stages and phases of retirement income planning, financial planning, and creating long-term projections, the importance of tax planning undoubtedly remains a top priority and focus throughout these discussions. Whether you’re a Financial Planner, Advisor, or an Investment or Wealth Manager, chances are that your clients are […]

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Snap User Spotlight: Meet Renee Hawk

Welcome to Snap’s first ever user spotlight! Today, we’re doing a deep-dive with Renee Hawk. You can download the full case study down below if you want the numbers and business impact information. Let’s start with some questions.

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FP Canada Standards Council’s New Tech Rules

Did you know that there are new technology rules for Financial Planners?   In July 2021, the FP Canada Standards Council added two new rules to their Standards of Professional Responsibility.   Certified financial planners (CFPs) & qualified associate financial planners (QAFPs) have some new expectations and requirements pertaining to the technology they use as […]

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Snap Projections Joins Forces With WealthBar

We’ve been working hard for the past 5 years to bring you financial planning software that is intuitive, interactive and impactful so that you (and your clients) can easily determine which strategies add to and detract from building long-term, after-tax wealth.

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2018 Federal Budget and its Impact on Planning for your Clients

On February 27, 2018 the federal government released Federal Budget 2018. It’s titled, Equality and Growth, A Strong Middle Class. You can view the entire 369 page report at this link, but perhaps first read this quote from Jamie Golombek, Managing Director, Tax and Estate Planning with CIBC in Toronto:

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Effortlessly scale your practice using online meetings

  If you book and attend a lot of meetings, you and I have a lot in common. You’ll probably agree that: The most valuable aspect of our work is the time spent with our current and prospective clients. We have limited resources and staff, and the less time we spend on administrative tasks, the […]

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