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….
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
CRM2 Reporting made Easy
CRM2 reporting requirements are coming. In the UK and Australia, where similar rules were adopted, the fallout was huge in … 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
CRM2plus is a CRM2 software which was developed to address the upcoming CRM2 performance reporting mandate in the wealth management … More