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Engage Clients in Financial Planning: Start with a Vision

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...

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Automated Pension Income Splitting for Retirement

What is 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...

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