The Razor utilizes a "Whole Wealth" approach to financial planning that includes
proven planning strategies and T1 based tax calculations. The Razor helps
deliver financial advice that not only addresses all of your client's needs, but
advice they will also understand.
In addition to using a whole wealth approach, The Razor automates the analysis
of your client's financial needs by answering their most important retirement
"When will I be able to retire?"
"How much can I spend?"
"How much do I have to save?"
"What rate of return do I need to earn?"
The Razor also addresses your client's risk management needs by calculating the
optimal amount of coverage for:
Critical Illness Insurance
Long Term Care Insurance
In addition to this user manual, we also offer the following:
The Razor Glossary
Training & Support