Canada
Articles and other resources related to our software for financial professionals in Canada.
Trialing Voyant AdviserGo - Our planning software for financial professionals
- FAQ, System Requirements - What will I need to use AdviserGo? - Canada
- How to register for a free 30-day trial of AdviserGo Canada?
- FAQ - How long does a trial of the software last and are there any strings attached?
- FAQ - Is it possible to trial Voyant as a group, with colleagues, so that we can share information while trying out the software?
- "Client record is too old for trialist access" - I am not being allowed to access the client records I created during a previous trial of the software
Getting Started - First steps, building your first client case in AdviserGo
- Getting Started - Training Videos Canada
- Yearly Chart Details - View the details behind the charts in AdviserGo - CA
- Detailed Chart Views - Toggle detailed charts and the yearly chart details (the Year View) on or off with a single click - CA
- How to set up Subscription Preferences - CA
- Expenses and Goals - CA
- Introductory to Learning Materials - CA
General Information and FAQs
- Cash Flow Simple - CA
- Guardrails in Voyant - CA
- FAQ's: Best Practices for Presenting a Financial Plan in Voyant - CA
- Data Entry - Webinar - CA
- Plan Differences Overview and Promotion - CA
- Annual Savings Insight - CA
Client Go
What's new in AdviserGo Canada?
The Home Screen - Accessing your client records and creating new ones
The Dashboard - Your planning control center
The Timeline - Events and stages
- Events: Creating and Deleting - CA
- Timeline and Events - CA
- Timeline and Events - About the Timeline and future planning events
- Timeline, Events - How to add events to the timeline
- Timeline, Default Events - Some events are created for you automatically by the software
- Timeline, FAQ - Why use events, rather than years or dates, for timing?
The Let's See Charts - Viewing and presenting plan results
Insights - Planning simulations
- Goal Priority Analysis Insight - CA
- Presenting Advice using Monte Carlo Simulations
- Inflation Adjustment Insight - CA
- CPP/QPP Optimization Insight - CA
- Performance Insight - CA
- Lump Sum Savings Insight - CA
What-Ifs - Planning scenarios
Reports - Printable reports and reporting options
- How to run reports - CA
- Adviser Notes in Reports - CA
- Itemized Expenses Report-About the Report - CA
- Action Items Report - CA
- Specify a timeframe for detailed reports - CA
- How to generate a report - Canada
Plan Settings - Set the software's default assumptions
- Plan Settings & Reports - training videos Voyant Canada
- Expense Fulfillment and the Liquidation Order - In what order are expenses fulfilled and what funds are used to pay them? - Canada
- About Plan Settings - View and manage the default assumptions for a client plan in the Plan Settings - CA
- Default Tax Table Assumption, Canada - Escalating future taxes and contribution allowances
- CPP / QPP COLA - Plan Settings, Inflation / Growth Rates
Cash Flow and Taxation Essentials - About the software's calculation engine
Integrations with our Canadian Software - Importing client information
People - Your clients and their family
Carryover Assumptions - Information on taxes and contributions that predate the start of the plan
Goals and Expenses - Plan for current and future spending
- Gifting Goal - CA
- Property Goal - CA
- Adjusting for inflation - CA
- Net Worth Goal - Video
- Net Worth Goal - CA
- Expenses and Goals - Video - Canada
Legacy Expenses, Gifting - Gifts, charitable gifting, and their use in estate planning
Employment Income - Current and future income from earnings
Windfalls - Planning for income from anticipated future windfalls
Retirement Income - CPP and QPP
Retirement Income - Defined Benefit Pensions
Retirement Income - OAS
Savings - Savings and chequing accounts, GICs, default cash accounts
Investments - Non-registered investments, TFSAs, RESPs, and RDSPs
Retirement Savings - RRSPs, RRIFs, LIRAs, LRSPs, LIFs, DCPPs, and DPSPs
Corporate - Holding Companies (HoldCos)
Transfers and Planned Withdrawals
Stock Grants and Options
Property and Other Non-Liquid Assets
Debts - Mortgages and unsecured debts
Loans - Repayment of money lent to external parties or to people within the plan
Trusts - Testamentary, inter-vivos, spousal, alter ego trusts
Insurance - Term and whole life, disability, critical illness, and long term care policies
Client Case and Plan Management - Managing client cases and the plans within them, promoting, and updating plans
Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues
Troubleshooting issues with AdviserGo
- Trialing Voyant AdviserGo - Our planning software for financial professionals
- Getting Started - First steps, building your first client case in AdviserGo
- General Information and FAQs
- Client Go
- What's new in AdviserGo Canada?
- The Home Screen - Accessing your client records and creating new ones
- The Dashboard - Your planning control center
- The Timeline - Events and stages
- The Let's See Charts - Viewing and presenting plan results
- Insights - Planning simulations
- What-Ifs - Planning scenarios
- Reports - Printable reports and reporting options
- Plan Settings - Set the software's default assumptions
- Cash Flow and Taxation Essentials - About the software's calculation engine
- Integrations with our Canadian Software - Importing client information
- People - Your clients and their family
- Carryover Assumptions - Information on taxes and contributions that predate the start of the plan
- Goals and Expenses - Plan for current and future spending
- Legacy Expenses, Gifting - Gifts, charitable gifting, and their use in estate planning
- Employment Income - Current and future income from earnings
- Windfalls - Planning for income from anticipated future windfalls
- Retirement Income - CPP and QPP
- Retirement Income - Defined Benefit Pensions
- Retirement Income - OAS
- Savings - Savings and chequing accounts, GICs, default cash accounts
- Investments - Non-registered investments, TFSAs, RESPs, and RDSPs
- Retirement Savings - RRSPs, RRIFs, LIRAs, LRSPs, LIFs, DCPPs, and DPSPs
- Corporate - Holding Companies (HoldCos)
- Transfers and Planned Withdrawals
- Stock Grants and Options
- Property and Other Non-Liquid Assets
- Debts - Mortgages and unsecured debts
- Loans - Repayment of money lent to external parties or to people within the plan
- Trusts - Testamentary, inter-vivos, spousal, alter ego trusts
- Insurance - Term and whole life, disability, critical illness, and long term care policies
- Client Case and Plan Management - Managing client cases and the plans within them, promoting, and updating plans
- Managing Your User Account - Software preferences, your user profile, and sharing access with colleagues
- Troubleshooting issues with AdviserGo