Missed Today’s RWM & Virtual Campus Orientation?

Missed Today’s RWM™ & Virtual Campus Orientation? The Recording is Now Available! Continue the conversation. Revisit the insights. Take the next step in your professional journey.

If you weren’t able to attend our Introduction to Real Wealth Management™ (RWM) Orientation today—don’t worry! You can still access the powerful discussions and insights shared during this thought-provoking session. In an era of unprecedented financial change, our panelists tackled some of the most pressing issues advisors face today and how that impacts the future of Real Wealth Management.

The panel discussion focused on:

• How is AI Impacting Financial Advisory and how can advisors stay ahead of it?
• What do clients of the future need?
• What do advisors of the future need to serve their clients?

Through real-world case studies and practical strategies, we also explored how advisors can take a proactive, process-driven approach to these challenges—and how the RWM™ designation empowers you to lead with clarity, confidence, and care.

We invite you to Sign Up for the Orientation and Watch the Recording Now to catch the full event and see why so many professionals are choosing to deepen their practice with RWM™ credentials.

Earn New Credentials that introduce an integrated approach to growing your business, while building a natural referral network!

Save $200 on RWM™ Program tuition when you register by April 30 with code:

AWEALTH

(cannot be combined with any other tuition offer. All taxes extra)

About the RWM™ Program

Learn the skills to develop strategies for accumulation, growth, preservation and transition of sustainable wealth. The RWM™ leads a multi-disciplinary advisory team with a deeper Know Your Client process that begins with a multi-generational approach, a systematic holistic analysis of tax efficient net worth and brings objective-based advice to joint decision-making.

Start a new Career with Marketable Skills In:

• Financial Advisors, Investment and Insurance Specialists
• Portfolio Managers
• Retirement Counsellors
• Accountants and Tax Specialists
• Eldercare, End of Life Counsellors
• Lawyers and Divorce Counsellors
• Real Estate Professionals
• Medical Professionals focused on transition planning

Click Here to download a brochure.

The RWM™ Advantage - Certified Skillsets

Advisors authorized to use RWM™ behind their names have a deep and broad understanding of both the behavioural and financial skills required to manage family wealth over several generations. Using extensive skills in providing tax efficient Real Wealth Management services, clients are presented with an unparalleled opportunity to work with a primary advisor who has assembled a trusted team of specialists to help guide financial requirements throughout various family lifecycles. In collaboration with the family, the RWM™ develops a strategy and follows a process to manage inter-generational wealth on an after-tax basis. This sets the standard for decision-making for investment, retirement, business, succession and estate planning. The team is then responsible for the stewardship of wealth from one generation to the next.

Program Content:

• Module 1 | Defining Real Wealth Management
• Module 2 | The Strategic Approach in Real Wealth Management
• Module 3 | The RWM Process
• Module 4 | The Costs of Building Wealth
• Module 5 | Accumulation
• Module 6 | Growth
• Module 7 | Preservation
• Module 8 | Transition
• Module 9 | Objective-Based Family Planning
• Module 10 | Tax Strategies: Managing Sources of Income and Capital
• Module 11 | Cross-Border Issues - Canadians and US Investments
• Module 12 | Start Ups: Incorporated or Unincorporated
• Module 13 | CCPC Planning - Understanding
• Module 14 | CCPC Planning Shareholder Remuneration
• Module 15 | Leading the Real Wealth Management Strategy
• Module 16 | Sharing the Plan with Inter-Advisory Stakeholders
• Module 17 | Analysis, Accountability and Go Forward Planning
• Module 18 | You, the Real Wealth Manager