Office Hours - March 2025

Our Monthly Office Hours Call for Platform Subscribers

1:00 - February Updates to the Platform

3:52 - How Do I Record a Lump Sum Payment That is Offset by a Lump Sum RRSP Contribution

11:54 - Why are the Expenses Twice as High in Future Cash Flow vs What I Entered in Discovery?

14:22 - How is Insurance Information Dealt with in Projections?

21:27 - How do I Include the Dividends paid from Employer Paid Private Shares in my Plan?

26:12 - I Withdraw Monthly From my Non-Registered Investments, How Do I Include this in Adviice?

32.27 - When Sharing an Anonymous Plan, Which Details are Anonymous?

36:01 - I'm Testing a Housing Upgrade, Mat leave, Spending Increase and Early Retirement... Should I do it all in one plan?

44:51 - I Have a Large Amount of Missing Gross Income in my Cash Flow Chart, How Do I Fix This?

47:08 - Where Can I Enter an After-Tax Income Goal?

50:57 - How Do You Test for the Best Time to Take CPP/OAS?

52:25 - What Does the Retirement Date in Profile Affect?

59:30 - Referral Program Pilot