Let’s Keep it Real:  Finding Financial Peace of Mind in Volatile Times

The news can be jarring for your clients. In these volatile times, tax accounting and financial advisors do important work, together. A special shout-out goes out today to our highly educated, skilled and experienced certificate and designation holders working hard to help their clients make sense of events that trigger financial decision-making, especially to the RWMs™.  Here’s why. 

Real Wealth Managers (RMW) are specialists trained to share strategy, focus and process for financial peace of mind, in a multi-stakeholder environment, so critical to careful decision-making, especially now.

For those of you who aspire to be an RWM, especially advisors who want to transform a vibrant, independent and impactful organization, please join us for a special orientation to the RWM program.  The theme:  Let's Keep it Real. Join us to learn more on April 23 at a live-virtual Program Orientation

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

 Also Join us at the 2025 Acuity Conference for Distinguished Advisors. New graduates are invited to attend the graduation ceremony while in Puerto Vallarta November 23-26. Early-bird registration ends June 30!