As a Financial Advisor or Planner, you already know how challenging it can be to get your existing and prospective clients engaged with the financial planning process. What we have found, in practice, is that starting with creating a retirement vision first can make...
For individuals aiming to save for their first home purchase, the newly introduced First Home Savings Account (FHSA) offers substantial advantages. Financial Advisors, Planners, and Investment Managers who use Snap Projections told us that they wanted this new account...
When should your clients start taking CPP/QPP and OAS? Which accounts should they first draw from when they retire? As a Financial Planner, you already know there are no one-size-fits-all answers to these questions. The reality is, it depends — so how can you provide...
This article was originally published back in 2016. Today, as we’re working to keep this blog updated, this message is a little bit ironic because here we are today, in the last calendar month of 2023, still sharing the same message. It’s all about leading...
If you want to create more financial plans for more clients, saving time and increasing confidence are likely pretty high on your priority list. But — easier said than done? Only if you’re not using the right tools. We speak with Advisors all the time who tell...