If you’re a Canadian Financial Advisor, you already know where too much of your week goes. Not in strategy. Not in meaningful client conversations. Not in refining recommendations. It goes into data entry. Investment accounts. Registered plans. Insurance policies....
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...
