Channel Avatar

Voyant Canada @UCzsmD5nS_PHdCI8ohb8Dspw@youtube.com

47 subscribers - no pronouns :c

Welcome to the YouTube channel for Voyant Canada. Voyant bui


13:58
Holding Company Webinar September 2024
17:40
Presentations Webinar September 2024
21:36
Data Entry Webinar
03:24
Deleting a spouse from a plan
04:17
Mortgage Refinance
02:17
Gifting Goal
03:10
Buy a property goal
03:45
CPP/QPP Optimization Insight
06:16
Modeling a Holding Company in Voyant: Canadian Edition
02:15
Step-down income
01:32
One time debt payment
09:59
Unlock the Power of Voyant Canada: Advanced Features Deep Dive
02:21
Investment Returns Insight
03:51
Events: Creating and Deleting
02:06
Planning year update
03:22
Using Model Portfolios
03:01
Presenting Financial Advice with Voyant: A Step-by-Step Guide
02:58
Plan Differences Overview and Promotion
04:11
Inheritance
03:41
Selling a property
01:56
OAS Clawback and CPP Split
02:35
Adjusting growth rates in retirement
05:00
Reviewing contributions and withdrawals
01:46
Optimize Pension Splitting
02:05
Timeframe for detailed reports
03:19
Create Custom Portfolios
04:19
New! Voyant Document Vault
02:38
Scheduling the max LIF withdrawal
02:32
Plan Preferences - Setting Defaults
03:30
Stress Test - Major Loss
05:29
Report Sets
02:41
Adjusting for inflation
03:04
New - Voyant ClientGo
10:01
Presenting Voyant to Clients
24:50
Entering your first plan
03:47
Monte Carlo Insight
02:44
Loans
02:29
Debts
02:23
Net Worth Goal
02:29
Retirement Spending Insight
04:20
Market Crash Insight
06:15
Holding Companies: Profits and Salaries
05:31
Performance Insight
02:44
Introduction to learning materials
02:17
What If: Modeling an early mortality event
02:11
What If: Modeling an earlier retirement event
06:46
Saving Surplus income
04:36
Rental property and new property purchase
03:47
Entering a Savings Account
03:55
Annual Savings Insight
08:34
Expenses and Goals
03:21
Properties and Mortgages
03:44
Entering Investment Accounts
03:21
Properties and Mortgages
02:52
Timeline and Events
03:46
What if: Rightsize Property
02:49
Expenses
02:16
Scheduling Transfers
06:25
Modeling Holding Companies
06:08
The Voyant Product Suite, Part 6 - Voyant International, Multi-Currency and Multi-Language