The RWM Difference: Focus on Financial Stability

What’s keeping your clients up at night? How do we help clients accumulate, grow, preserve and transition wealth with the continued volume of change coming from new governments in Ottawa and Washington?  How do we temper harm from difficult relationships people have with money? Share your thoughts on proactively managing client concerns with strategy, process, and answers to these three critical questions, as we hear case study approaches from our panelists at the April 23 Introduction to Real Wealth Management™ Orientation. Learn more and then join these professionals who are the change-makers of the financial services by earning your own specialized credentials as an RWM™.

To register for this complimentary event – RSVP here. Current and prospective RWM students are invited to this complimentary live-virtual webinar on April 23 at 11 am CT.

What is the RWM™ Difference? Hear more from practicing RWMs on their role as advisor, specialist and strategist by watching this video!

To register for this complimentary event – RSVP here. Current and prospective RWM students are invited to this complimentary live-virtual webinar on April 23 at 11 am CT.

What is the RWM™ Difference? Hear more from practicing RWMs on their role as advisor, specialist and strategist by watching this video!

RWM Grads in the News!

Congratulations to Ryan Clark, QAFP, RWM from New Outlook Wealth on your successful completion of the Real Wealth Management™ Program. Ryan shares how he integrates RWM into his practice.

“I’ve began to identify the CFI in each of my client households. I’ve always asked my clients what other professionals they trust and seek advice from to be in a position of co-operation with all professionals in the client’s circle.”

He also shared his reason for joining the Society of Real Wealth Manager to connect, contribute, and collaborate:

“The RWM model does a great job of encouraging holistic planning. By joining the Society of Real Wealth Managers™ I can feel confident that other members are also approaching their clients needs in a similar way and that they’re onboard with the team-oriented solutions to best serve the client and their family.”

Thanks for sharing your story, Ryan... join us to hear from more practicing on RWMs on April 23!

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.

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