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Testimonials
Concept
Toolkit is my # 1 investor education tool that covers everything
from investing 101 to taxation. Clients love the graphics and
I love the calculators.
Kurt Baumgartner, B.Sc., M.Ed., RHU, CLU,
CH.F.C., CFP
Professionals for Independent Planning
I've never used software that is so client
and advisor friendly.
Myles Lariviere CFP, CH.F.C., Manager
of Wealth Management
PAGE Credit Union
Visual impact plays a significant part in the communication
process. Concept Toolkit has some of the best visuals
I have ever seen. They really help get the message across and
stick!
Brian Wrixon CLU, Vice President Individual
Sales
National Life
Concept
Toolkit
is a great way to educate clients! High impact graphics makes
topics simple to understand. Quick & easy to use calculators
covering most financial concepts saves me time and allows the
client to take home a colourful, custom tailored presentation
for further reference.
Gene Lobb, Financial Advisor
Dundee
Private Investors
Concept
Toolkit has been the most valuable tool that we use to illustrate
financial concepts. Not only have we used it with our clients
but it has proven to be an excellent resource when speaking
with lawyers and accountants. I highly recommend this exceptional
piece of software.
Patrick B. Sager CFP, Senior Financial
Planner
Investment Planning Counsel
I
use Concept Toolkit with all my clients and prospects.
Their feedback confirms that they understand and appreciate
understanding the concepts of their portfolios. I've used the
program for several years now and wouldn't be without it.
Tony Pozdin CFP
Dundee Private Investors
Planning Toolkit helps me serve
my clients needs better. It's easy to use and client friendly!
Donna Worthington CFP
Investment Planning Counsel
Concept Toolkit has been invaluable
in individual as well as group presentations.
Brad Cooper
Vancouver Pacific Financial Group
Concept/Planning Toolkit is a
very versatile financial planning software and presentation
package. I have been using Ativa's software for more than 5
years and this current version is both comprehensive and time
saving.
Leonard Bick MBA CFP
Bick Financial Security Corporation
I have been an active Concept Toolkit
user for several years and have found the vast majority of easy
to follow presentation material extremely helpful in a wide
variety of prospect and client presentations. It continues to
remain high on my recommendation list to any adviser wishing
to educate a person on the various aspects of financial planning
in a simplified manner.
Mark Kotris, CFP,CLU, CH.F.C.
FundEX
Concept Toolkit is the easiest
software to navigate through. It's simple for a non techy, yet
comprehensive with regards to financial content. I refuse to
use any other software.
Dave Somerville, CFP
DS Capital Asset Management
We use Concept Toolkit in every
client presentation and proposal. If a picture is worth a 1,000
words, then Toolkit's pictures with an explanation are invaluable.
Wayne Stephenson, CFP
Berkshire Investment Group
Concept ToolKit's graphic illustrations
make financial strategies easy to understand, motivating clients
to take immediate action.
Jeffrey P. Chin, CFP, R.F.P.
Money Concepts
Concept Toolkit is a great visual
tool. I use it a lot with my clients to facilitate my explaining
and their understanding of financial planning concepts that
are important to them for reaching their financial objectives.
I also use Planning Toolkit to provide my clients with
very professional looking reports. The positive feedback I receive
from my clients on the reports indicate to me that both tools
are very effective.
Claude Bertrand, CFP
Laurentian Financial Services
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