Brexit: A Time for Trusted Advisors Who Know the Elements of Real Wealth Management to Shine

With the recent Brexit vote and the US presidential election around the corner, markets are volatile. What hasn’t changed, however, is that for most families, taxes continue to be their largest single lifetime expense. As a result, competent wealth managers with a specialization in both taxes and investment management services are in high demand.

There are many unique opportunities for advisors to serve clients with their specialized knowledge in the tax and financial services today. Above all, Canadians are looking for someone they trust to provide the direction they seek when making important financial decisions in times of great change. That’s where specialized training in Real Wealth Management comes in.

The focus of the program is to guide multiple generations of a family through four key elements of wealth management: accumulation, growth, preservation and transition with sustainable purchasing power; that is, after taxes, inflation and various professional fees are taken into account.

Clients need guidance through the five key lifecycles that are explained in the course: Elements of Real Wealth Management. Becoming a trusted advisor in today’s market requires integration of traditional planning processes with income, tax and estate planning. This can be achieved by utilizing key principles that begin with a thorough interview about the life, financial and economic triggers clients are most concerned about. Through Real Wealth Management^TM, the process taught in the course, highly trained wealth advisors can better meet new transparency requirements that will come into effect with the introduction of CRM2 this July.

In this course you will learn a unique and specialized approach that can be readily integrated into your professional practice as you progress through this program. This defined process for building relationships with your clients will enable joint decision-making and will help advisors both to analyze income and build capital pools. The result is the creation of sustainable wealth in a multi-generational approach that focuses on the accumulation, growth, preservation and transition of wealth on a net, after-tax basis.

By moving beyond the traditional scope of product placement, successful advisors are able to provide the kind of value-added, long-term guidance and leadership clients are looking for, thus creating an environment that distinguishes their practice.

To learn more about the updated Elements of Real Wealth Management course, click here.

What Our Students Say:

“This widened my base of knowledge . . . If you want to expand your knowledge of managing personal finances with a long horizon in mind, this course if very helpful.”  Barb Reimer, Calgary, AB

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