Office Hours - August 2025

Our Monthly Office Hours Call for Platform Subscribers

• 01:27 - New Feature: Simple vs Detailed
• 7:26 - Where Should I Enter Self-Employed Quarterly Tax Payments?
• 10:00 - Is There a Way to Reset My Account and Start Fresh?
• 11:55 - How Does Adviice Convert RRSP/LIRA/DCPP to RIF/LIF Accounts?
• 14:43 - How to Experiment with Different Retirement Ages?
• 19:48 - Where do I Enter Corporate Assets and Dividend Withdrawals?
• 29:34 - How Do I Include Income from Options Trading in my Plan?
• 31:08 - What Triggers Shortfalls/Surplus' and How Can I Avoid Them?
• 38:53 - Can You Walk Through the Corporate Investment Plan and Explain How it Works?
• 49:05 - I'm Setting Up My Plan in August, What Account Balances Should I Use?
• 56:40 - What Features Are Coming Up Next for Adviice?

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.