Permanent Portfolio

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

Client Questions, Time Pressures, and CRM2

CRM2 has increased the workload for the FA and CFP. What can you, as a professional do? New tools have become available to save you time and help provide the tangibles that your clients need from you… CRM2plus.com

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….

It’s Time to Get Professional Advice

It’s time to get professional advice – by guest blogger Anne Leroux The time when retirement planning was straightly mapped … More

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

CRM2 – A Brief Overview

CRM2 is a new set of financial rules that has been implemented to ensure investors receive standardized information about the cost … More