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Recent Posts

How to Get on the Right Road to Financial Freedom

by Invisor Last updated on February 22, 2017

Figuring out how to reach your financial goals takes a lot of planning. This thought may be daunting, but thinking about your goals in the same way you would map out a road trip can make planning easier. Now it sounds a little more fun (Florida? The East Coast?) and you can visualize your financial goals with a clear start and destination. Use these tips to ensure a smooth journey for each of your goals, and get on the right road to reaching them. 

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FREE Financial Checklist

by Invisor Last updated on February 17, 2017

Set yourself up for financial success in 2017 with this exercise. 

  • Define your financial goals or check your progress on existing goals. What are you saving towards and what are your timelines?
  • Find out how much you need to save each year to reach those goals. If you need help, work with an advisor and don't hesitate to ask them the right questions
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What is Risk Tolerance?

by Invisor Last updated on February 08, 2017

Risk plays a big part in your investment plan. Whether you opt for a more conservative route, or prefer a high-risk, high-growth approach, understanding how risk fits into your portfolio is essential in creating a plan that works for your goals.

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How to set long-term goals in 2017

by Invisor Last updated on January 25, 2017

For many, ringing in the new year represents goal setting and a new chance to revisit existing objectives. 

Often, these goals can be achieved within the year, like traveling, completing a course, looking for a new job, or finding a new home. 

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Why Should I Care About CRM2?

by Invisor Last updated on January 11, 2017

Last year, regulators announced the Client Relationship Model - Version 2 (CRM2), which included a key requirement that financial advisors explicitly disclose all investment fees charged to clients. The regulation, which went into force in July 2016, is required to be implemented by all financial advisors by January 2017. 

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Invisor Blog Round-Up 2016

by Invisor Last updated on December 28, 2016

We’re just days away from a new year, and we’re looking forward to everything 2017 has to offer. As we approach the end of 2016 and reflect on the past year, we’re looking back on our blog and some of our most popular posts, top news stories, and the biggest trends of 2016.

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How Will You Invest Five Years From Now?

by Invisor Last updated on December 07, 2016

In the not too distant future of drone-delivered shipments and self-driving cars, the way in which we invest is going to change, too. The current landscape in Canada for getting advice and managing investments is out-of-date and is a huge cost to investors and the country. But there are changes happening now that are paving the path for a new way to save, one where efficiencies, quality, and customization will change the industry and create better financial security for Canadians.

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#WeAreInvisor: Ian Meir, Senior Developer

by Invisor Last updated on December 02, 2016

When I first interviewed with Invisor, I was looking to get out of corporate politics. Right off the bat, the guys at Invisor seemed like straight shooters, and like they’d cultivated a good work environment. The product Invisor offers is also leagues beyond what I had recently been pitched at banks and from a family financial advisor, so this intrigued me. From a developer’s perspective, I knew being focused on a single project would allow for more creativity and brainstorming. It’s not always about getting a micro site out the door. Instead there are constant discussions about how to make the experience better. 

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#WeAreInvisor: Ryszard Jarzecki, Lead Developer

by Invisor Last updated on November 25, 2016

Programming is like art and engineering combined. It requires vivid imagination and, at the same time, following well laid out practices. 

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Introducing InvisorGPS™: Pave The Road to Your Life Goals

by Invisor Last updated on November 23, 2016

When it comes to your financial goals, there should never be any blind spots. While making decisions around specific goals will put you on the path to reaching these goals quicker, there’s a lot to consider when it comes to your investment and insurance situations. This can make it difficult to visualize how your financial strategy will fit into your life goals, and vice versa.

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