Back to all news
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, Inc.

Based in Austin, Texas, Voyant is a top provider of collaborative financial wellness and wealth management software for financial professionals and their clients. Voyant's solutions allow advisors to deliver a new level of value to their clients, by providing vision, expertise and access. Voyant is owned by AssetMark Financial Holdings, Inc. whose majority and controlling shareholder is Huatai Securities Co., Ltd., a financial services and securities brokerage firm incorporated in China.
Back to all press
Back to all press