How Financial Pros Use RazorPlan Software: Noel D’Souza, Money Coaches Canada

“As a Financial Planner, I guide my clients through a process to help identify where they currently are, what their short, medium, and long-term goals are, and how best to make use of the resources they have to achieve these goals and live the life they truly want.”

How Financial Pros Use RazorPlan Software: Christine Williston, Money Coaches Canada

The financial advice industry is changing and financial planning is playing an increasingly important role in many businesses. In this series of articles, we profile financial professionals that are using RazorPlan to innovate and grow their businesses.

Small Business Taxation

It has been two weeks since the Federal government announced, over lunch at the Pastaggio Italian Eatery, changes to the small-business tax rate from 10.5% to 9% by 2019. This change in the small business tax rate is a campaign promise that has been accelerated because of the backlash the Federal government felt over the small business tax changes proposed on July 18th, 2017. 

Will That Investment in Your Child’s Business Endanger Your Retirement?

Your son or daughter just asked you for a short-term loan to help them start a business. If everything goes well, they will pay you back with interest in a few years. But what if they never pay you back? How much will it impact your ability to enjoy your retirement?

Who to Follow in Canadian Finance

In this post, we have compiled a list of top influencers, both individuals and publications / organizations, who are regularly consulted on financial issues in Canada. If you’re looking for a solid reading list on personal finance issues specifically for Canadians, this list is a great place to start.

Do Human Advisor Fees Offer More Value Than Robo-Advisor Fees?

In February, I published an article on ADVISOR.CA titled “Do Human Advisor Fees Offer More Value Than Robo-Advisor Fees?” In it, I examined the claim that using a robo-advisor can add hundreds of thousands of dollars to your investment when compared to the higher fees charged by many human advisors.

CRM2: Uncovering the Full Story

By the time Canadians read their new CRM2 statements, they will learn the cost of advice and fees, and the performance of their investments. But are they getting the whole story? In most cases, for fees in particular, it is only half the story.

RazorPlan’s simplicity can make you a better and more referable advisor

The key to creating effective financial planning software is to understand how advisors use it. So, we set out to talk to advisors who are actively using RazorPlan in their practices and asked them how it was helping them.

Brian Laundry: Advisor of the Future

Brian Laundry has customized his own technology suite, including RazorPlan, that streamlines and automates his business – and the results are compelling. In the past year, Laundry has become a top-producing insurance and planning advisor without hiring a single new staff member.