Zero to One

Peter Thiel is one of the founders of PayPal. In 2012 he conducted regular lectures at the University of Stanford where a student, Blake Masters, took detailed class notes. The book Zero to One is based on those notes.
June 18, 2018/by Dave Faulkner
Tech Stack

The Typical Advisor Tech Stack

There are a myriad of tech tools all claiming to be the best at helping you be more efficient in your business. But which ones really measure up? Here are several that experienced, tech-savvy financial professionals are currently using in their practices.
April 17, 2018/by Jay Palter

When Should you Engage a Financial Planner?

There are many circumstances where the value provided by a professional financial planner outweighs the potential savings of technology. For six situations you should consider, read the full article at davefaulkner.ca.
March 29, 2018/by Dave Faulkner
robo-advisor

Using a Robo-Advisor Could Cost You $1,000,000 in Lost Retirement Income

As more Canadians are looking for guidance on the best way to save for retirement, one common piece of advice involves the cost of investment fees and the potential impact high fees can have on the size of your retirement nest egg.
March 6, 2018/by Dave Faulkner

Impact of Budget 2018

The Federal government tabled the 2018 Budget on February 27th and we have reviewed it to determine what the impact will be for users of RazorPlan software.
February 28, 2018/by Mike Howe

RRSP Planning Made Easy

In the financial planning community, the first 60 days of a year means RRSPs take centre stage. During this time advisors are often too busy to build a detailed financial plan for their clients but still need to give  good advice in a timely manner.
February 14, 2018/by Mike Howe