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Voyant Announces Fully Integrated Support for Canada
Feb 2017

Today, Voyant's state-of-the-art planning platform that makes it easy for advisers and clients to work together towards a better financial future now supports financial planners and wealth managers in Canada and the Canadian market.

For more information on Voyant or our solution containing Voyant Advisor, AdvisorGo, ClientGo and Snapshot, please visit: www.planwithvoyant.com

"We are excited to launch in Canada. Voyant's success in the United Kingdom, United States and Ireland provided a blueprint for our Canadian rollout. Voyant's solutions have been tailored to meet the specific needs of the Canadian financial professional. I believe the market is going to be surprised with the breadth of our ecosystem and the depth of our customisation for Canada." said David Kaufman, Voyant's CEO and Co-Founder.

Voyant's Canadian Market Specifics include:

  • Employment deductions including Federal, Provincial, Canadian Pension Plan (CPP), Quebec Pension Plan (QPP), and Employment insurance (EI).
  • Savings & Investments including Cash/Fixed Interest Accounts, Tax-Free Savings Accounts, Non-registered investment accounts, Registered Disability Plans (RDSP), and Registered Education Savings Plans (RESP).
  • Retirement including Registered Retirement Savings Plan (RRSP) and Registered Retirement Income Fund (RRIF) contribution & withdrawal limits
  • Language support for both English and French localisation

Voyant is the leading provider of financial planning and wealth management solutions around the globe. Today, more than 2,000 financial and human capital management firms use Voyant to differentiate their financial planning services. Voyant's platform helps advisers and clients plan and adapt to real life events before, during, and after they happen. Accessible from any device (desktop, iPad, Android or mobile), Voyant contains all the information needed to answer every "what-if" scenario allowing advisers and clients to work together to make smarter, more tangible financial decisions. Voyant solutions currently support the US, Canada, UK, and Ireland markets.

About Voyant

Based in Austin, Texas, Voyant is transforming wealth management through its Wealth Experience Platform- a breakthrough solution empowering financial professionals to deliver extraordinary client experiences. By combining cutting-edge technology with intuitive design, Voyant enables advisors to visualize complex financial scenarios through interactive, engaging digital tools. The platform revolutionizes client interactions by bringing wealth management to life with sleek visuals that instantly communicate value and potential future impacts. Financial professionals can effortlessly explain intricate concepts, uncover new client opportunities, and accelerate business growth. Voyant's commitment to client delight-focused strategies sets a new standard in the industry, helping advisors build deeper, more meaningful client relationships while simplifying the wealth management journey. Voyant has operations in the United States, United Kingdom, Canada, Ireland, and Australia. Voyant is a subsidiary of AssetMark Financial Holdings, Inc.

Contact
sales@planwithvoyant.com
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