As everyone already knows, the new capital gain inclusion tax rules are planned to come into effect on June 25th of this year. Many of you, we have been told, are heading into the office this week not knowing what to show your clients. Here at Snap, we are being asked...
This article is for Canadian Financial Advisors, Planners, and Investment Managers who are not currently using social media in their practices and would like to start. We are going to cover the basics to get the ball rolling. We will take it one step at a time and...
Building the practice you want takes time and concentrated effort. In the beginning, you may find it works to be more generalized with who you can help. But as your practice grows and evolves, at some point you will need to start making some decisions if you want to...
On March 6, 2024, Snap user Jamie List sat down with Snap Projections for an interview to share his background and depth of knowledge after working in the Canadian financial services industry for the last 30 years. Jamie is the co-founder of Bearing Capital Partners,...
This tutorial tackled a challenge many Advisors are dealing with — and that’s how to remain efficient when clients have drastically different planning goals and concerns. How can you provide highly personalized advice, addressing multiple concerns and clients, and...