PM
The onboarding forms start with this questionnaire, which is designed to assess the client's investment objective.
What is a RTQ (Risk Tollerance Questioannire)?
This type of registered plan was recently introduced and allows prospective first-time home buyers to save for their first home.
What is a First Home Savings Account (FHSA)?
This spreadsheet shows captures the money movement (transfers, contrubutions and withdrawals).
What is the Inflows/Outflows spreadsheet?
The contract signed between an advisor and Nest Wealth
What is a referral agreement?
This minimum balance is required in order for an account to be be invested in our customized ETF portfolios.
What is $20,000?
An agreement that defines standards for support.
What is an SLA (service level agreement)?
The advisor onboarding pre-filling feature is referred to as..
His signature appears on the updated contract between an Advisor and Nest Wealth.
Who is Mirco Sarcoli?
The PM team has been working closely with the compliance and the OSC on instroducing this new feature.
What is a no-call feature?
Last day to contrubutr to an RRSP for the 2024 tax year.
What is March 3rd?
This advisor signed the agreement back in August and is finally moving his book of about $12M over.
Who is Marcel LeBlanc?
An advisor can hold this licence when signing an agreement with Nest Wealth.
What is no licence.