What is the better long-term tactic for your client, TFSA or RRSP? Well, unfortunately, like all things in life, it’s not quite that simple.
What is PPI Valet?
- At its core, PPI Valet connects you to a robo-advisor service that you can offer your clients
- Powered by WealthBar, PPI Valet is an advisor platform that helps you provide your clients with easy to access, low cost, professionally managed investment portfolios