In today’s advice landscape, Canadian Financial Advisors are expected to deliver more than product recommendations. Clients want clarity. They want certainty. They want to understand how today’s decisions impact the rest of their lives. That’s where clear, fast, and...
Why young couples need a strong financial plan Starting life together as a couple is exciting—but it also comes with major financial decisions. From buying a first home, to raising children, to planning for retirement, the choices couples make early can shape their...
Why personalization matters in financial planning One of the most common questions clients ask their Financial Planner or Advisor is:“Should I put money in my RRSP or my TFSA?” On the surface, it seems straightforward. Both are tax-advantaged savings accounts designed...
The challenge of time and accuracy in financial planning Financial Advisors and Planners wear many hats: strategist, coach, educator, and analyst. But two ongoing challenges come up in almost every practice: time and accuracy. Building financial plans can take...
Financial planning is never one-size-fits-all. Each client has unique goals, challenges, and preferences. While one strategy may look strong on paper, it might not align with a client’s lifestyle or risk tolerance. That’s why comparing multiple scenarios is so...
Snap Projections is designed to make financial planning faster, clearer, and more collaborative for Advisors and their clients. In this training series, we walked through every core feature—from setting up new clients and entering data, to customizing cash flow,...
Today’s clients expect financial advice that’s clear, visual, and actionable. Long reports can overwhelm—what they value most is a simple snapshot that connects their goals to a concrete plan. A one-page financial plan does exactly that. It condenses a client’s...
Financial planning isn’t just about crunching numbers—it’s about helping clients make confident decisions. Clients come to Advisors with big questions: When can I retire? How much can I spend? Am I saving enough? The most successful Advisors don’t just present data....
For young couples, financial planning starts with questions. For Advisors, each question is an opportunity to build trust and show value. By using Snap Projections in discovery meetings, you can move from uncertainty to clarity faster—helping couples see that...
Clients rarely reach major financial milestones by chance. Each life chapter, starting a career, raising a family, or planning for retirement, brings new priorities and decisions. Yet, many clients may not see these transitions coming, and even fewer may feel...
This financial planning webinar is all about learning easy-to-execute strategies to help you wrap data-driven, personalized insurance recommendations into your financial planning with complete transparency. Please note: this session was recorded on May 20, 2025 and...
Financial Advisors regularly create financial plans to help clients achieve their goals. To do this effectively, they need to invest time and effort to understand each client’s unique financial situation, including their objectives, risk tolerance, and capacity. Once...
Clients today seek more than generic advice; they are looking for clarity, control, and a plan they can trust. Yet many underestimate the value that comes from a truly personalized financial roadmap. As a Financial Advisor, following a clearly defined planning process...
Financial Advisors are often on the lookout for strategies that deepen client relationships, create an environment of trust, and genuinely connect financial actions to a client’s life plans and goals. Goal-based financial planning is a powerful methodology that...
Financial planning is evolving and has shifted from product-focused conversations to more personalized, client-centred approaches. Today’s clients are looking for strategies that reflect not just their finances, but also their values, goals, and life experiences. In...
In this session, we are continuing from the previous lesson which covered the comprehensive initial scenario set-up. Today, we will continue from that initial plan creation and projection set-up to learn how we can now leverage the powerful planning pages, which are...
Financial Planners and Investment Advisors are spending less time yet creating better financial plans—learn how in this short retirement planning tutorial. Efficient retirement planning During this session, you will learn how to run through the Scenario Setup section...
During this 60-minute financial planning webinar, Canadian Advisors are learning how to compare options and optimize client outcomes. Top 6 financial questions clients have The focus of the session was to address what research indicates are the top financial questions...
Your clients have important financial questions that require personalized answers and recommendations. Common client questions For example: Should they purchase Corporately Owned Life Insurance? How can they reduce OAS clawback? Can they afford to retire earlier? Is...
When it comes to financial planning, clarity is key. Clients value concise, easy-to-digest information that helps them make informed decisions without sifting through pages of dense reports or lengthy presentations. That’s where the one-page financial plan comes into...
Would delaying CPP and OAS to ager 70 help our clients leave a larger estate for their children? As always, the correct answer is—it depends! Recent research has concluded that, "When evaluating RRIF strategies for a client, financial planners must take into account...
With Snap's automation features, Advisors can build financial plans faster than ever before. You can instantly provide personalized recommendations, compare options on a single page, and create a 1 or 2-page report instantly. In this financial planning tutorial for...
Personalization is key to client retention If you intend to keep your clients happy long term, providing personalized service is going to be essential. But how can you do that with efficiency? This tutorial tackled this challenge that many Advisors are dealing with —...
In this video, you are going to witness how a basic financial plan can be built from end to end, in just 5 minutes using Snap Projections financial planning software. Watch the 5-minute financial plan build https://youtu.be/JTqPLnQSsMw Canadian Financial Advisors,...
Advisors can do more planning with less data entry while helping their clients to see the value in maximizing TFSA & RRSP contributions. When you can show the personalized impact of what it looks like long-term to maximize contributions for your client, the...
As a Financial Advisor, Planner, or Investment Manager, how can you best help and prepare your clients for their futures? Every client, every case, is going to be completely unique. While yes, there will be commonalities and themes, what truly matters to each...
Should your projections focus on cash-flow or goals-based planning? Cash-flow planning and goals-based planning are two distinct approaches to financial planning, each focusing on different aspects of an individual's financial situation and objectives. Ultimately, the...
You asked, and we built it (again!) Goals-based financial planning We’ve just released a major product update; it’s something our users have been asking for — and it may be a functionality that your practice requires as well. It’s all about being able to dig deeper...
Experienced Financial Advisors can start doing more financial plans for their clients by following these 5 steps. Step 1: Review current client portfolios. Begin by reviewing your current client portfolios to identify clients who may benefit from a financial plan....
As a Financial Advisor, Planner, or Investment Manager, making the decision to switch financial planning software is almost never an easy one. There is much to consider, and every individual is going to have their own list of must-haves. We have spoken with thousands...
The value in financial planning Do you have clients who don't see the value in planning? When your clients don't think they need a financial plan and you're having a hard time articulating the value, what can you do to help them understand? Learn what strategies 4 top...
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...
Learn how Advisors are actively using the planning process to create engaging client conversations, uncover new opportunities, and position themselves as indispensable partners.
Bonus: Attendees will receive the Total Cost Reporting Playbook for Advisors!
