Permanent Portfolio

Does the Permanent Portfolio really protect you from market volatility? We use the CRM2Plus software to test if it truly performs … More

10 Things You Should Know About The CRM2plus Software

Demonstrating value, providing clients with tangibles, being able to answer their questions, HOW to do this efficiently?

Working with the Average Investor

The average investor lacks the time to make sense of their financial reports. The biggest benefit of using a financial advisor is having a credible, well-educated individual to explain performance and help guide financial decisions. But this is time consuming.. There are tools, Made in Canada tools, to make your life as a CFP or FA easier….

Time Management and the New Financial Advisor

Valentine’s Day and I’m certain you are working late. Managing time is impossible with the mass of tasks that need to be done. The right tools can help.

Resolutions for 2017 – Finance

Investing is like dieting. No one really wants to get on that scale and see the actual numbers. This year, take charge of your financial future. Take an interest in the details. Its not too hard to figure out if you have the right tools….

Tired of using Excel to Prepare for Client Meetings?

Attention portfolio managers: there are tools that allow you to show clients graphically, what has been invested over time, market value, and performance. There are tools that require much less of your time than Excel, or your legacy system, and provide better results.
One such software tool, CRM2plus, satisfies and goes several steps beyond recent CRM2 regulations regarding performance, allowing you to demonstrate the value of your advice.

The Phases of CRM2 – An Infographic

This infographic, courtesy of Mackenzie Investments, depicts an excellent summary of the CRM2 rules, from what’s already been implemented, to … More

CRM2 – What You Need to Know

There’s a lot of information swirling around with respect to the implementation of CRM2 – the good, the bad and … More

CRM2 and IRR

On June 14, 2012, the Canadian Securities Administrators (CSA) published for comment a second version of amendments to National Instrument … More

Create Clarity for your Clients

If you’re a CFP, you’ll benefit from our groundbreaking portfolio analysis software, CRM2Plus – http://crm2plus.com/ And, we’ll teach you how to … More