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How to Succeed in the World of Low Fees

  Whether you’re an established advisor looking to grow your business or just starting your career, you cannot ignore a major shift happening in the financial services industry worldwide: we now live in the world of low fees. Today, I’m going to show you how to succeed in this new reality by staying technologically relevant, […]

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How to avoid common pitfalls with asset rollovers in survivor situations

If you expect that one spouse will outlive the other in your clients’ retirement projections, it’s useful to project the surviving spouse’s financial situation after the death of their spouse. We call this a Surviving Spouse Scenario in Snap Projections financial & retirement planning software. Here’s a quick summary of what happens to your clients’ […]

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Financial Planning for Business Owners: What you need to know about RDTOH

    Integrating a holding company or an operating company into the personal retirement projections of your business owner clients is useful as often their businesses accumulated sizeable assets and these assets will play an important role in funding their retirement. Taking the funds out of the corporation in an efficient manner can add significant […]

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Why client education matters today more than ever?

    Over the weekend, I stumbled upon an article talking about how a mix of three basic Vanguard index funds (referred to as the Bogle Model) outperformed some of the best and brightest institutional investors managing college endowment funds. It’s staggering that such a simple strategy could match (and even outperform) some of the […]

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How to effectively illustrate HELOC scenarios for your clients

    Home Equity Line of Credit (HELOC) is a revolving line of credit secured by your clients’ home. In Canada, your clients can access up to 65% of the value of their home through a home equity line of credit. There are many reasons why your clients may want to consider HELOC and why […]

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Introducing Fully Automated Pension Income Splitting

    Pension income splitting is an important mechanism, and should be a feature in any Canadian financial planning software, that allows to transfer the taxable eligible pension income from one spouse to another for the purpose of decreasing their joint tax liability. The pensioner is the individual who receives eligible pension income and who […]

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Key Takeaways from the IAFP Symposium

  Recently I attended the IAFP Symposium in Vancouver, BC. It is one of the top conferences for Canadian financial planners and was, as always, packed with valuable content. I wanted to share with you the key takeaways from the conference, so you are aware of the current developments, trends and opportunities in the Canadian […]

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What Kind Of Advice Are Investors Looking For?

  Savvy financial advisors know that the key ingredient of their success is knowing what their clients and prospects truly want. This makes perfect sense because if you know what is on your prospect’s mind, it is much easier to start a conversation with her, build trust and instantly deliver value. So, what kind of […]

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Running Retirement Projections with Clients

  Over the last 2 years, I had the privilege of speaking with over 1,000 Financial Planners, Investment Managers and Financial Advisors at large, medium and small organizations all across Canada. 1,000 people. Think about that. It’s a big number. It’s 1,000 unique points of view! These different views have given me a fascinating perspective […]

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