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RazorPlan

@RazorPlan

In the real world simplicity is valued over complexity.

 Edmonton AB & Toronto ON
razorplan.com
Joined June 2014
  • Tweets4K
  • Following574
  • Followers540
Nest Wealth has acquired Razor Logic Systems, the makers of RazorPlan! We’re very excited to join forces and work towards our goal to better serve our clients together. ​@RazorPlan​ #wealthmanagement #fintech #startup buff.ly/2VnGGxr
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Congratulations to Jarrett Holmes, QAFP™ of @IRONSHIELDFP ( and RazorPlan user) on being one of the President's List Recipients for the November 2020 CFP® exam. linkedin.com/company/razor-l…
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Pot edibles could lead to higher life insurance premiums. buff.ly/2xgYvVq
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Nest Wealth acquires financial planning software firm Razor Logic Systems buff.ly/30pdt8X
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How Withdrawal Rates Affect Estate Planning buff.ly/2E9Zt9F
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Canada’s housing market no longer ‘highly vulnerable’: CMHC buff.ly/2vBmlKq
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Tax implications of making transfers between registered accounts. buff.ly/2vum0cm
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Retirement Isn't All Fun and Games buff.ly/2PqYiXI
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Offering multiple webinars to learn about the new features of RazorPlan Plus such as, Minimum Asset / Estate Values, Variable Rates of Returns and Corporate Windups. Sign up Now! buff.ly/2GyyQvC
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The modern workplace is hopelessly distracting. And it's costing us time and money buff.ly/2UVK9b2
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Charitable Giving: A New Definition of Success buff.ly/2GBxSjj
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How The Financial Planning Process Differs For Young Clients: Not Simpler, But Different Complexities buff.ly/2Gtd2Tc
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CEO of @RazorPlan, Dave Faulkner @FaulknersRazor, is happy to announce the winner of the @IAcanada Swing Into Spring contest . Congratulations Matthew Stewart of RidgeRock Wealth on winning a Samsung Galaxy Tab A!
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Why estate planners aren't just for the ultra-rich, by @AlexChalekian buff.ly/2ICmyF8 via @Forbes
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What the Critics Get Wrong About Reverse Mortgages #financialplanning buff.ly/2v4GqIS
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RazorPlan retweeted
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IDCWIN@IDCWIN4 Apr 2019
Don Hart VP Training and Development with #IDCWIN moderating a #Razorplan Workshop in Montreal today. Because “Life is better with a plan” and at #IDCWIN “Your Success is Our Business” lnkd.in/efFaJsz
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RazorPlan retweeted
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IDCWIN@IDCWIN4 Apr 2019
RazorPlan Financial Planning with Dave Faulkner youtu.be/qrQc-klas3U via @YouTube – at Pointe-Claire, Québec
RazorPlan Financial Planning with Dave Faulkner

RazorPlan Financial Planning with Dave Faulkner

In this video, recorded at the IDC WIN GROW, PRESERVE, and FLOURIS...

youtube.com
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"When we first started doing insurance (2013) our revenue was zero and last year (2018) we did $150,000" -- tremendous advocacy from Financial Advisor David Lyon from Watermark Wealth Management @IAcanada @HollisWealth @IE_Canada @advisorca @Peel_Halton youtu.be/0tMRj6b70GU
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Financial planning with the CEO of @RazorPlan, Dave Faulkner. #financialplanning #fintech #podcast #finance fintechimpact.co/podcast/raz…
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When it comes to government benefits, what to take, when, and how much you will get are important questions for your financial plan – helpful answers from @myownadvisor buff.ly/2UbM46w via @RobbEngen
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