Snap Projections

Financial Planning Webinar:

Learn how to confidently discuss Corporate Planning opportunities with your clients

— Join us on Tuesday, May 14th at 1pm ET —

Lacking confidence when it’s time to talk corporate planning?

Whether you’re currently providing corporate planning or not, equipping yourself to better navigate these conversations will increase the value your firm provides and help you to answer questions confidently.

Join us to learn:

📊  Specific language and opportunities surrounding corporate planning for clients with operating and/or holding companies.

📊  How to model combining corporate distributions with personal resources to achieve the client’s goals.

📊  How to leverage corporately-owned life insurance when there is surplus cash.

📊  How to present this information to the client in a way they can understand.

📊  How to help your clients plan ahead by modelling the impacts of potential changes to the capital gains inclusion rate.

Business people discussion advisor concept

Register for the free event

FP Canada CE Credit logoThis session qualifies for 1 FP Canada-Approved CE Credit.
Join us on Tuesday, May 14th, at 1pm ET for this exclusive online session that’s designed for Canadian Financial Advisors, Planners, and Investment Managers who want to learn more about engaging clients and prospects that hold Corporations.

This hour will focus on one simple case that will be built from end to end, demonstrating how to build a simple plan and layer on additional complexities as the group moves through the plan together.

Your Hosts

Alyson Schmidt | Associate

Alex Mercer

Senior Marketing Lead,
Snap Projections

Steven Arnott

Steve Arnott, CFP

Financial Planning Project Lead,
Snap Projections

Approved CE FP Canada
This financial planning session has been reviewed by FP Canada and qualifies for 1 FP Canada-Approved CE Credit: 1.0 CE Credit (Financial Planning) for FP Canada Certificants and/or 1.0 CE Credit (Professional Development) for MFDA licensed representatives. Live attendance is required to be eligible for applicable CE Credit.

The FP Canada CE Credit logo and QAFP marks are trademarks of FP Canada. CFP®, CERTIFIED FINANCIAL PLANNER® and are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). FP Canada is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.

What Advisors Already Using Snap Say

“Snap Projections is amazing. The follow up and offers of support are terrific. I fretted over 2 complicated income plans for three months. I signed on with Snap and now have concise and easy to read projections for my clients, each taking me less than an hour!”

David Cooke CLU
David Cooke CLU

Principal, David Cooke Wealth Counsellors

“I have tried many financial planning software packages over the last 20 years. I wanted financial planning software that provided accurate and meaningful output but was user friendly. Snap Projections was the first I have seen that provided these attributes to help me and my team run my financial planning business. I am very happy that I’m using Snap.”

Cam Forer, CFP
Investment Planning Counsel

“Snap Projections answers all the cash flow modelling questions we have thrown at it so far. It explains very well the essential cog in the financial planning gearbox that most other financial projections software completely miss – what do I need to do now and in the future to ensure I have the necessary cash flow to keep my household functioning. Finally, Snap is really easy to use.”

Lenore J. Davis, MA, CFP, RFP
Senior Partner, Dixon, Davis & Company, Chairman of the Institute of Advanced Financial Planners (IAFP)

Snap Projections so far has reduced my time to develop retirement projections to about a quarter (or less) of the time I used to spend with FP Solutions by CCH. It provides exactly what I need for my clients. Snap allows me to spend more time assisting my clients in moving forward instead of doing back office work. It will also allow us to track the annual progress.”

Diane Dekanic, MBA, CFP, RFP
President, Financial Health Management

As Seen On

Investment Executive
Wealth Professional Canada
Fintech Impact
Canadian Money Saver
The Globe and Mail

Who We Are

Snap Projections is a Canadian financial planning software platform. We help great Financial Advisors grow their assets under management and receive more referrals through effective financial planning.

Snap is easy to use, transparent, and provides Advisors with a high level of control and flexibility to ensure plans can be personalized. With Snap, you can show your clients their whole life on one page and instantly create multiple “what-if” scenarios. With industry-leading customer support, this platform has been designed with Advisors, for Advisors.

Join us for this virtual event on Tuesday, May 14th at 1pm ET.