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FHSA using Agora’s Managed Solutions

FHSA using Agora’s Managed Solutions Saving for a home just got simpler- with Agora’s Managed Solutions and the First Home Savings Account Harness the power of Agora’s Managed Solutions to bring your clients’ dream of home ownership that much closer. The First Home...

Processing Cutoffs for 2023 RRSP receipts

Important Reminder Processing Cutoffs for 2023 RRSP receipts To be eligible for a tax receipt for RSP contributions made within the first 60 days of 2024, Agora must receive the documents in good order, signed by the client by Feb 29, 2024.  As some processes may take...

Take the Leap

Take the Leap As February winds down, and the RSP contribution deadline looms, seize the opportunity of an extra day. The next two weeks create opportunities to strengthen client relationships, enhance productivity, and pave the way for continued success. Encourage...

Decoding Client Statements

Decoding Client Statements We often receive questions from advisors on finding the details on Managed Solutions and how to identify the various types of fees on client statements. The answers are simple, once you know what you’re looking for.  Whether you have...

Talking to your clients about fees

Talking to your clients about fees Working with Agora allows advisors to transition from embedded commissions to an advisory fee-based compensation model.  A fee-based practice sets the stage for you to have open and transparent discussions with clients about the...