Most families never expect financial hardship until it happens. The uncertainty your clients could face if an unexpected loss left them without a safety net can be scary to talk about. However, as the Advisor, you know it will be in your clients’ best interest to have...
Turn client documents into usable plans—fast We are excited to announce that Advisors can now instantly build first drafts of financial plans using client documents with Snap’s new data assist feature. Entering data manually is slow and error-prone. API and...
Many Canadian business owners don’t realize how much risk they carry if a key person suddenly passes away. Losing a founder, owner, or critical team member can strain cash flow, disrupt operations, and create uncertainty, especially when insurance coverage is...
Retirement security in Canada is changing, and the CPP enhancement is at the centre of this shift. You may have heard about the updates, but knowing what they mean for you and your clients is important. The new CPP rules affect contributions, future income, and how...
RRIF withdrawal rates have a big impact on your clients’ retirement income. The minimum amounts rise as clients get older, so Advisors need to understand how these rules work. This overview explains the key RRIF rules in a simple way. You will see how different...
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