Think Outside the Box: Change How You Practice with the RWM™

Check out the recording of the live Meeting of the Minds session on June 5 featuring practicing members of the Society of Real Wealth Managers™ and learn more about how their collaborative family office approach helps clients make sound financial decisions. Panelist Joanne Thomas moved her business to another province, and used the RWM™ model and thinking outside of the box to connect with like-minded professionals in other areas of specialization to improve the value of services that are provided to her clients.  Register now for the Meeting of the Minds to access the event recording and hear Joanne tell her story and be sure to enrol in the Designation Program at a special tuition rate, only until June 30.

During the Meeting of the Minds, practicing Real Wealth Managers™ shared their “why” that lead them to build their own family offices and practice within the RWM™ framework in order to help Canadians achieve financial peace of mind. How can you be part of transformative change in the financial services industry with your own family office focused on collaborative, future-oriented, financial planning? Check out this aspirational story:

Joanne Thomas started Tax Link Canada after moving to the Yukon and no longer having a collaborative in-person office environment. She began connecting with other professionals in order to better help clients. For some, it was shift to their existing business model who saw collaboration as working with the competition. Through word of mouth and introducing seminars where professionals were asked to speak, Joanne was able to grow a network of like-minded professionals with a variety of skills sets including tax preparers, accountants, bookkeepers, financial advisors, lawyers, home care that her organization works with directly, or through referral.

`Learn more from these RWM™’s and the rest of our panel paving the way for a new transformative approach to tax and financial planning. When you register for the Meeting of the Minds you’ll have access to the 1 hour event recording…and more!

Ready to Build Your Own RWM™ Family Office?

A Special Offer Until June 30, take advantage of an exclusive Program Offer and save 15% on Real Wealth Management™ Program tuition with code: RWM15 (all taxes extra – cannot be combined with any other tuition offer. Check out your online Meeting of the Minds environment for details!).

Who is the Real Wealth Manager™?

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.

Register now!

Your Meeting of the Minds Experience

1. Watch the Live Session recordings – attend this complimentary live-virtual event, hosted by practicing Real Wealth Managers™. Can’t attend live? Sign up to access the recording after the event!
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.

Register now!

Meet the Society of Real Wealth Managers™ 2024 Members! Learn more by visiting the brand new Member Directory.