Become a Real Wealth Manager™ - Deliver the Confident Advice Your Clients Need

Check out the recording of the live round table session featuring practicing members of the Society of Real Wealth Managers™ and learn more about how a Real Wealth Management approach can help your clients achieve financial peace of mind through the collaborative multi-stakeholder strategies aimed at building sustainable inter-generational wealth after taxes, fees and inflation. With recent budget announcements, inflation and more weighing heavily on Canadian taxpayers, having the ability to deliver confident advice has never been more important! Register now for the Orientation and consider enrolling in the Designation Program at a special tuition rate, only until May 31.

A Special Offer Until May 31, take advantage of an exclusive Program Offer and save $500 on Real Wealth Management™ Program tuition with code: 24REALWEALTH (all taxes extra – cannot be combined with any other tuition offer. Check out your online Orientation environment for details!)

Register now to differentiate your practice with new credentials that introduce an integrated approach to growing your business, while building a natural referral network as an RWM™.  You'll get access to the live session recording as well as the free trials!

The Issues – Why RWMs are in Demand!

• In complex, inflationary times, money goes into motion. Clients may have more support requirements, they may transact more frequently and they will expect more value for the professional fees they pay.
• The time available for more valued service is short. Most advisory firms are facing skilled labor shortages and finding their responsibilities for compliance increasingly challenging, whether from financial regulators, professional bodies or the CRA.
• In many more complex client scenarios, it is critical for a multi-advisory team to know and share common best practices, to put strategic and holistic solutions in place.

Register now to differentiate your practice with new credentials that introduce an integrated approach to growing your business, while building a natural referral network as an RWM™. 

Your Orientation Experience

1. Watch the video of the Live Session – watch the round table panel discussionhosted by practicing Real Wealth Managers™
2. Take the Free Trials - Access your RWM™ Program Trial and Tax Tip Toolkit Trial (includes RWM™ Discovery Calculators and EverGreen Explanatory Notes)
3. Check out your tuition offers in your online environment. Membership to the Society of Real Wealth Managers™ is complimentary to undergrads during their study period.

Experience this Orientation to:

• Find out more about the benefits of working under the RWM Framework and how does it work in practice to grow your business
• Discuss the importance of consistent practice management tools and processes
• Learn how comprehensive RWM (Real Wealth Management) Calculator Tools can enhance your value proposition; including the Income tax estimator, NR vs. RRSP Accumulation Calculator, Take Home Pay Calculator, Charitable Donation Calculators through a case example and live tutorial