877 289 6197 info@valentabpo.com 
Valenta BPO Canada > Services > Paraplanning

Outsourced Paraplanning Services

PROCESS CONSULTING, DIGITAL TRANSFORMATION AND OUTSOURCING

We have a complete understanding of the demands of a financial planning operation, the importance of accuracy, the necessity for compliance, and the value of response time. We are also aware that outcomes in financial advice attract a strong focus from regulators, making it essential for advisers to research extensively and thoroughly, before making recommendations to clients.

These tasks are time consuming and take a good amount of professional time, which could be better leveraged for business development, and to build client relationships. A better option would be, to outsource your paraplanning to us. Our team has the experience and expertise in producing high quality compliant reports, helping you focus on your business to improve overall profitability.

With the world’s largest team of paraplanners and financial planning administration experts at our disposal, we are best poised to augment resources with the right kind of skills, or even deploy dedicated teams in minimum time, based on client requirements.

Our paraplanners are trained in popular, industry standard software solutions and strive to improve efficiency and business profitability. You can choose from our range of services and select offerings that you feel are best suitable for your business model.

Valenta’s Outsourced Paraplanning Services

  • Cash Flow Analysis – (Income & Expense Analysis)
  • Debt Optimization Strategies
  • Retirement Planning – RRSP,TFSA, CPP, OAS (Registered Retirement Savings Plan, Tax Free Savings Account, Canada Pension Plan and Old Age Security)
  • Education Planning – RESP (Registered Education Savings Plan)
  • Life Insurance Analysis
  • Investment Consulting – (Bond ladder, Portfolio Rebalancing, Portfolio Analysis and Stock Analysis)
  • Tax Mitigation

Why Valenta’s Outsourced Paraplanning Services

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The world’s largest provider of paraplanning services

We have the world’s largest team of paraplanners with the skills and experience to offer a range of services in the shortest possible time.

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A virtual extension of your team

You could engage our specialist paraplanners as your dedicated resources and train them in your/ client processes and practices, ensuring seamless delivery in competitive or time critical environments.

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Certification

We are ISO 9001 certified for Quality Management Systems in Paraplanning.

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Award winning team

Our team of paraplanners are led by award winning financial advisors with a combined experience of over 200 years.

Our Process

Our Process | Valenta BPO Canada

Valenta's Outsourced Paraplanning Services Pricing

Full Time Dedicated Paraplanner

40 hours per week

$2,500 /per month

Part Time Dedicated Paraplanner

20 hours per week

$ 1,250 /per month

Our Services

OUR BROCHURE Download the pdf file of latest update for this service.

Need Help ?

Please feel free to contact us and we will get back to you within 1-2 business hours. Or just call us now

877 289 6197

info@valentabpo.com

Software Expertise

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