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Getting Started with RazorPlan

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Cash flow How-to Retirement

RazorPlan – “Cash Flow” release

Introducing the RazorPlan "Cash Flow" release new features.

General How-to

Chart Screen in RazorPlan

Overview of the charts screen in RazorPlan and how to…

General How-to

RazorPlan Advanced Features

Highlighting the features of RazorPlan Advanced

Cash flow How-to

Pre-Retirement Cash Flow

Explainer video for the Pre-Retirement Cash Flow feature, which helps…

General How-to

File Management

Learn how to create, open, share, and forward client files…

Cash flow How-to

Capital needs

Explainer video for the Capital Needs feature, which allows users…

General

Getting Started with RazorPlan

First introduction to RazorPlan

How-to Investing

Investment Strategies

Webinar showcasing various investment strategies that can be modeled in…

Corporate planning Estate planning Insurance

Insured Retirement Plans

Webinar explaining the Insured Retirement Plan strategy using permanent life…

Estate planning Insurance

Estate Maximization

Webinar showing how to use life insurance for estate enhancement…

Decumulation Retiring

When to choose Estate or Net Worth

Video explaining how to optimize client outcomes in the Decumulation…

Decumulation General

Getting Started with RazorPlan Decumulation

Introduction video to RazorPlan Decumulation. Recommended for subscribers of RazorPlan…

Decumulation How-to

Selecting the Right Age

Understand how your assumptions will impact the outcome for your…

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Latest blog posts

All Blog (EN)Cash flow Corporate planning Decumulation Estate planning Financial Planning General Guides (EN)How-to Insurance Insurance Investing Investments Retirement Retiring RRSP

Financial Planning

Why business owners’ biggest planning gap comes after the sale

As more Canadian business owners prepare to sell, a lack of formal succession and post-sale planning…

2026-02-25

Financial Planning

Protecting your Legacy: Planning for Private Company Shares

When a shareholder passes away, the financial and tax implications for their estate can be substantial.…

2026-02-18

Cash flow Financial Planning Investments Retirement RRSP

Optimizing your Retirement Strategy with RazorPlan Decumulation

Preparing a decumulation plan on how assets are going to be used in retirement is an…

2026-02-17