As chief technology officer, John provides strategic, operational, and programmatic support of our products to the greater Advicent organization, our partners, and the industry. He leverages his decades of software development and product management experience to define business and product strategies, work directly with clients in providing technology solutions, and build product and service delivery organizations that deliver results while meeting regulatory requirements.
Our latest version of NaviPlan delivers annual updates to tax and Morningstar values.
Tax updates
Updates to federal and provincial tax calculations provide the most current analysis. Some key changes include:
- Federal and provincial bracket updates
- 2021 contribution limits
- 2021 CPP/QPP/OAS values
- Dividend tax rate updates
Morningstar updates
Morningstar updates impact asset class rates of return, standard deviations, correlations, and model portfolio weightings.
Miscellaneous improvements
This release delivers miscellaneous improvements to performance, accuracy, and display of results to enhance user functionality and experience.