Would you like to join Ed Rempel’s team? 

Be mentored by Ed & his team to become one of the top fee-for-service financial planners in Canada?

This is a unique opportunity to learn financial planning from the best. Get a great feeling from making a real difference in the lives of many clients.

NOTE: You would be working with our existing and new clients. You are not expected to bring in clients. It is financial planning advice with no sales of investments or insurance.

Click here for details and to apply.

Ed

The post We’re Hiring! Unique opportunity to join Ed Rempel’s Team as an Associate Financial Planner appeared first on Ed Rempel.

If you or someone you know is in high school or about to apply to university, then this video is a must!

After being a financial planner for almost 30 years, I’ve seen the finances of thousands of Canadians, and the careers that pay the big bucks.

In this video and podcast episode you’ll learn how to choose your university specialty, so that you get into a career that sets you up for success in life.

Don’t waste your degree! Learn:

• Why it’s hard to choose a university specialty.
• Is a university degree worth the investment?
• How to avoid wasting your degree.
• 50+ career options for a successful and comfortable life.
• Deciding what is important to you in your life.
• How to make a smart career choice.

I hope you enjoy it!

Ed

The post How To Choose Your University Specialty appeared first on Ed Rempel.

Apply in confidence via e-mail to Tim Chisholm at tjc@chisintl.com

Click here to apply

Unique opportunity to join one of Canada’s most dynamic fee-for-service financial planning teams & be mentored by Ed Rempel.

As one of Canada’s Top Financial Planning Teams, our “One plan – One planner” and “Full Service” philosophy means we look after all aspects of our clients’ finances. The core mandate of our Practice is detailed financial planning (not sales) and very rewarding in making a big difference in our clients’ lives.

If you are a student or recent grad as a Certified Financial Planner (CFP), have strong math skills, care deeply for people, work well in a team, and have an entrepreneurial mindset, this is a rare opportunity. Work together with Ed Rempel as part of a boutique financial planning team and provide comprehensive financial planning advice to existing clients.

We are seeking an individual to add to our team on a long-term basis. Full training on our financial planning process and unique tax strategies will be provided.

Our environment provides lots of opportunity to define your own role within our team and your specific area of expertise. Hours can be flexible and will include evening and/or weekend client meetings.

Qualifications:

Student or recent grad of the CFP program.

Strong math & communication skills, & entrepreneurial mindset.

We are looking for people who are:

• High sense of ethics with a focus on doing what is right for our clients
• Passionate about financial planning
• Detail-oriented and very accurate
• Familiar with our financial planning process and our unique tax & investment strategies
• Commitment to detail and an ability to develop complex financial plans
• Strong focus on comprehensive financial planning, rather than an emphasis on selling products
• Outgoing & exceptional people skills
• Exceptional computer skills
• Strong writing abilities
• Committed to continuing education and personal development
• A team spirit looking for a long-term career
• Entrepreneurial (not a 9-to-5 person)

NOTE: This is not a commission or sales position. You are not expected to find clients.

NOTE: This is not an investment or insurance role. It is personal financial planning advice.

Compensation:

Competitive base salary and bonus depend on qualifications.

Industry-leading benefit plan.

Potential to become a partner in our firm for the right person.

About this company

We are a boutique team of professional financial planners serving a Canada-wide contingent of over 300 Domestic and Cross Border clients from our office in Brampton, Ontario. We are one of a very short list of financial planners in Canada that provide professional written financial plans for all our clients. We are known as experts in retirement planning, retirement income planning, several effective tax & investment strategies such as the Smith Manoeuvre, Lifecycle Investing & Rempel Maximum, tax strategies for business owners, our “One Plan – One Planner” comprehensive approach, an investment philosophy focusing on All Star Fund Managers and “Index Plus” investing, and combining financial planning with personal coaching.

Ed Rempel is rated #29 in Money Influencers in Canada 2023 by Hardbacon: https://hardbacon.ca/en/financial-independence/top-money-influencers-in-canada/

Our blog www.edrempel.com is rated the #20 Canadian Personal Finance Blog for 2023 by Feedspot: https://blog.feedspot.com/canadian_personal_finance_blogs/

How to Apply

Apply in confidence via e-mail to Tim Chisholm at tjc@chisintl.com

Click here to visit the LinkedIn ad to apply.

Ed Rempel, CPA, CMA, CFP

Fee-For-Service Financial Planner & Tax Accountant

The post We’re Hiring! Join Ed Rempel’s Team as a Financial Planning Associate appeared first on Ed Rempel.

What burning financial question is on your mind? What topic(s) would you like me to tackle next?

I post a video or article on my blog, YouTube & my email list every Thursday and try to make it as relevant to you as I can. I am asking you now to find out what is most relevant for you.

Let me tell you a bit about me and our practice, to help you get ideas of what you would like to ask.

Many bloggers struggle with figuring out topics, but I have the opposite issue – too many topics. I have literally hundreds of topics in my head that I would like to post about. Which topic is relevant to you now?

I have a knowledgeable opinion on almost any financial topic. It’s usually unconventional wisdom based on my experience. I have written more than 1,000 comprehensive Financial Plans for clients, which has given me a deep insight into what really works.

I have the knowledge & experience to give you insights. I am a Certified Financial Planner (CFP Professional) and CPA tax accountant.

Most people have never seen a retirement plan and don’t know how much they will need for the retirement they want. Of course, it makes a huge difference if you want to retire on $10,000/month or $2,000/month, or at age 50 or age 65. You can’t separate your life from your money, so your Financial Plan is really your life plan.

Our “interactive” software allows our clients to quickly see what they would have to do to retire in many different scenarios, so they can decide on a life that is both reasonably doable for them and a comfortable enough retirement. From 1,000s of Financial Plans, I know what usually works and what doesn’t.

We are experts in many effective strategies that can be a huge help to make your life plan work, such as:

• Smith Manoeuvre – Convert your mortgage to tax-deductible over time, while investing for your retirement without using your cash flow. Often adding the Smith Manoeuvre into a Financial Plan is the difference to make it work. We are Canada’s experts in all 7 different Smith Manoeuvre strategies.

• Lifecycle Investing – Ultimate strategy for Millennials.

• Rempel Maximum – Maximum growth strategy without affecting your cash flow. #1 strategy for growth-focused & high risk tolerance.

• RRSP Gross- up Strategy – Increase your RRSP contributions up to 67% without using your cash flow.

• Cash Dam – Use your non-incorporated business or rental property to make your mortgage tax deductible.

• 8-Year GIS Strategy – Get $105,000 tax-free in higher government pensions if you have low income or can plan for a low taxable income. Lots of creativity needed to make this work.

We are tax experts and figure out how you can pay the least tax throughout your life. Tax is cool because it’s a guaranteed savings (unlike investments). If we tell you that you will save $5,000 in tax, you can be sure of that figure.

We invest with 2 elite portfolio managers that both have track records outperforming their indexes over time. Together with our portfolio managers, we are experts in investing with the world’s top All Star Fund Managers. Seeing what the world’s best investors do is cool! They give us confidence we will get the long-term return we need in our Financial Plans.

Our other portfolio manager is an Index Plus portfolio manager. Paid mainly based on how much he beats the index. Low base fee like an ETF. Index investing, except good chance to beat the index.

If you have been following me, you know my insights are based on experience and often very different from the conventional wisdom. Read the rest. Then check out my blog & YouTube to find out what really works.

I hope that was helpful to give you ideas. Tell me: 

• What topics would you like me to do next?
• What is your financial question?
• What do you think about or worry about related to money?
• What do you not understand?
• What are you doing that you are not confident is optimal?
• Are you confident you will retire with the lifestyle you want?
• Are you confident your investments will provide the return you need for your desired goals?
• One more thing: Do you prefer to watch or read my posts?

You can leave your comment below this blog post or YouTube video, or email me if you are on my email list. If you want to leave an anonymous question, you can do it on my blog below this post.

Ed

The post What Financial Question Is on Your Mind? appeared first on Ed Rempel.