Ten Questions For Independent Investment Advisors

If your answer to these 10 questions is not "less than 5 seconds", we should talk.

1. How long does it take you or your team to complete the OBA section of an NCAF?
2. How long does it take you or your team to enter all the wire order numbers on an OIF, whether the form has been digitally signed or not?
   
3. How long does it take you or your team to determine the least taxable fund when considering a redemption from a non-registered portfolio?
4. How long does it take you or your team to calculate the taxable capital gain or loss for a specific dollar redemption from a non-registered portfolio?
5. How long does it take you or your team to calculate the taxable capital gain or loss on a redemption of an entire non-registered portfolio?
6. How long does it take you or your team to determine the new objectives and risk when considering a specific redemption amount or additional investment into an account?
7. How long does it take you or your team to determine the new objectives and risk when rebalancing a portfolio?
   
8. How long does it take you or your team to calculate the net proceeds and withholding tax from a specific dollar redemption from a RRSP or RRIF account?
9. How long does it take you or your team to calculate the gross redemption and withholding tax for a specific net dollar redemption from a RRSP or RRIF account?
   
10. How long does it take you or your team to calculate the maximum GIC investment that will not exceed the CDIC limit for all terms (from 30 days to 5 years), for a specific interest rate?

We have developed tools to make the answer to all these questions, and many others, "less than 5 seconds".  Please contact us to start the conversation.