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 PalterWhen 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 FaulknerImpact 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 HoweRRSP 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 HoweRRSP vs. Mortgage
RazorPlan's RRSP vs. Mortgage calculator lets advisors compare investing a lump-sum in an RRSP today versus paying down a mortgage and investing future mortgage savings into an RRSP.
February 14, 2018/by Mike HoweTFSA vs. RRSP
The TFSA vs. RRSP calculator is designed to compare investing in the 2 most popular tax-assisted investment available to Canadians.
February 14, 2018/by Mike Howe