RazorPlan

Nest Wealth has acquired Razor Logic Systems, the makers of RazorPlan! We’re very excited to join forces and work towards our goal to better serve our clients together. ​@RazorPlan​ #wealthmanagement #fintech #startup buff.ly/2VnGGxr

Congratulations to Jarrett Holmes, QAFP™ of @IRONSHIELDFP ( and RazorPlan user) on being one of the President's List Recipients for the November 2020 CFP® exam. linkedin.com/company/razor-…

Pot edibles could lead to higher life insurance premiums. buff.ly/2xgYvVq

Nest Wealth acquires financial planning software firm Razor Logic Systems buff.ly/30pdt8X

How Withdrawal Rates Affect Estate Planning buff.ly/2E9Zt9F

Canada’s housing market no longer ‘highly vulnerable’: CMHC buff.ly/2vBmlKq

Tax implications of making transfers between registered accounts. buff.ly/2vum0cm

Retirement Isn't All Fun and Games buff.ly/2PqYiXI

Offering multiple webinars to learn about the new features of RazorPlan Plus such as, Minimum Asset / Estate Values, Variable Rates of Returns and Corporate Windups. Sign up Now! buff.ly/2GyyQvC

The modern workplace is hopelessly distracting. And it's costing us time and money buff.ly/2UVK9b2

Charitable Giving: A New Definition of Success buff.ly/2GBxSjj

How The Financial Planning Process Differs For Young Clients: Not Simpler, But Different Complexities buff.ly/2Gtd2Tc

CEO of @RazorPlan, Dave Faulkner @FaulknersRazor, is happy to announce the winner of the @IAcanada Swing Into Spring contest . Congratulations Matthew Stewart of RidgeRock Wealth on winning a Samsung Galaxy Tab A!

Why estate planners aren't just for the ultra-rich, by @AlexChalekian buff.ly/2ICmyF8 via @Forbes

What the Critics Get Wrong About Reverse Mortgages #financialplanning buff.ly/2v4GqIS

Don Hart VP Training and Development with #IDCWIN moderating a #Razorplan Workshop in Montreal today. Because “Life is better with a plan” and at #IDCWIN “Your Success is Our Business” lnkd.in/efFaJsz

RazorPlan Financial Planning with Dave Faulkner youtu.be/qrQc-klas3U via @YouTube

"When we first started doing insurance (2013) our revenue was zero and last year (2018) we did $150,000" -- tremendous advocacy from Financial Advisor David Lyon from Watermark Wealth Management @IAcanada @HollisWealth @IE_Canada @advisorca @Peel_Halton youtu.be/0tMRj6b70GU

Financial planning with the CEO of @RazorPlan, Dave Faulkner. #financialplanning #fintech #podcast #finance fintechimpact.co/podcast/razor

When it comes to government benefits, what to take, when, and how much you will get are important questions for your financial plan – helpful answers from @myownadvisor buff.ly/2UbM46w via @RobbEngen