Clients assume purchasing power stays constant, but the meaning of “nominal value” shifts across the context of securities, inflation, and share documents. Each context uses the same term, but it means different things. Advisors must communicate with clarity so...
The Canadian wealth industry is entering a new phase—one where transparency is no longer partial, and where performance alone is no longer enough to justify advice. Kaitlyn Lawson, head of practice management with CI Global Asset Management, was quoted in an article...
Snap’s semi-annual promo is here Choosing the right financial planning software is an important decision. It isn’t just about comparing features, it’s about finding a solution that fits naturally into your advice process, helps you deliver better client...
Your client asks about income splitting during their retirement review. Suddenly, you are sorting through Tax on Split Income (TOSI) rules, attribution traps, and Canada Pension Plan (CPP) sharing. This resource will help you categorize client questions quickly,...
Permanent life insurance provides lifelong coverage with cash value growth. But moving from “what is it?” to “does it fit?” takes a clear breakdown, realistic cost anchors, and a walkthrough of what happens when clients tap cash value. This...
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Improve client outcomes with Monte Carlo analysis.
During this CE-accredited webinar, you will learn how to use the new Monte Carlo simulation, but most importantly, learn how to interpret and explain the results, leading to deeper and more meaningful planning conversations that will improve client outcomes.
