Real Wealth Management™: A Collaborative Approach to Financial Peace of Mind

Check out the recording of the live Meeting of the Minds session 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. Our panel featured two team members from Fraser and Partners who shared how their focus on education and leveraging the multi-faceted skills of internal and external stakeholders adds value to the work they do with their clients. Learn more by registering now for the Meeting of the Minds and enrol in the Designation Program at a special tuition rate, only until June 30.

During the live event, 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?

The Meeting of the Minds Panel featured Founding Partner, Jan Fraser, and Communications Director Karrianne Wirth from Fraser and Partners. They run an RWM™ Family Office that recognizes that it’s “More important to provide service from a place of authenticity and integrity. It’s about educating clients and helping them make sound financial decisions.” Fraser and Partners prides themselves on their collaborative internal environment that adds value to the work they do with clients. 

It’s lead to increased credibility and trust, with high client retention. They also prioritize leveraging team skills to add value, and align with like-minded advisors who care about client outcomes. They gave kudos to the RWM™ Program for moving the industry forward towards a more collaborative approach to tax and financial planning.

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.