President's Message March 29, 2011

In the spring of 2007 while attending the IFB symposium in Toronto I got an idea for a new type of financial planning software. I do not remember who the speaker was or the topic of the presentation, but a spark of an idea would forever change the way I approach financial planning and would eventually lead to the creation of The RazorTM. Today, after 4 years of design, development and testing in hundreds of real client scenarios, a Beta version of The Razor is now available to Canadian financial advisors. The Razor is unlike any other financial planning program available in Canada.  It accomplishes what all other financial planning programs had yet to provide; Speed, Logic and Simplicity.  I could list all the reasons why The Razor is different, but I would rather you see for yourself the first time you run the trial version. I will say this though, The Razor has no ideal client profile, it is just as effective with a young couple in need of a savings plan and life insurance, as it is with a HNW business owner interested in advanced estate planning strategies to minimize tax. One more thing, with a very modest learning curve, the entire process from data entry to printed report should take you less than 20 minutes to complete! Dave Faulkner, CLU, CFP President FPAdvantage "Simplicity is the ultimate sophistication." - Leonardo da Vinci