![]() ![]() Mark started Feldkamp Construction with just a few basic pieces of equipment. He took great pride in the work he completed. The equipment changed over the years, as did the conservation techniques. But Mark always said one thing stayed the same: His farming customers were the most honest and trustworthy people he ever found. Due to health issues, Mark stepped off a dozer for the last time in July 2020. When he wasn’t working, which wasn’t often, Mark enjoyed being outdoors, spending time with his grandchildren, reading, and playing cards. Mark was also a volunteer fireman for the city of Seneca for many years. He was a member of Sts. ![]() Joseph’s Society, the Knights of Columbus Council 1769, the church choir and the Knight’s choir, and the Sts. Mark and Rita were original investors in Community National Bank. Mark served on the board of directors from 1987 to 2018. He truly enjoyed his association with the bank, developing a sharper business sense and, most importantly, forming life-long friendships. Mark was preceded in death by his parents and a grandson, Barrett Scragg. Mark is survived by his loving wife, Rita his daughters, Julie (David) Davis of Lansing and Lori (Justin) Lueger of Seneca siblings, Lyle Feldkamp of Seneca, Arlene Little of Centralia, Regis Feldkamp of Seneca, Daniel Feldkamp of Bern, Robert Feldkamp of Seneca, and Donald Feldkamp of Seneca six grandchildren and two step-grandchildren. ![]() Rosaries will be prayed at Lauer Funeral Home on Friday, June 18, 2021, at 2 & 7 PM. and Wealthsimple Financial Inc., both based in Toronto, launched their own advisor-focused platforms in 2016.A Mass of Christian Burial will be Saturday, June 19, at 1:30 PM at Sts. Invisor is not the first robo-advisor firm to launch a platform for financial advisors. “If a client goes through the experience and buys insurance directly through us, we would be open to sharing that revenue with the advisory firm,” says Udiaver, adding that the fintech company would also refer clients back to advisors who are looking for different insurance products. Read: Robo-advisor begins selling life insurance In addition to portfolio management, Invisor CoPilot clients in Ontario and Manitoba will also have access to term life insurance policies of up to $500,000 through Invisor’s new digital insurance platform, which was announced last week. The platform, however, is only available to those advisors in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, and Quebec. Invisor CoPilot is currently being rolled out to 400 advisors at two national firms licensed with the Mutual Fund Dealers’ Association of Canada (MFDA). Firms would pay a monthly licensing fee to access Invisor CoPilot. If requested, however, Invisor can also construct and manage the portfolio on the white-label platform. Invisor would handle the technology behind that process and take care of rebalancing the portfolio. In terms of the white-label offering, the platform would use the advisory firm’s branding, and portfolios would be built based on the firm’s own model portfolios and risk assessment. To use the Invisor CoPilot platform, clients pay an investment management fee of 0.4% as well as a fee set by the advisor based on the level of service provided. “Our goal is to make the financial plan real time and front and centre of the client experience,” says Udiaver. “That way, free up a lot of their portfolio management and administration time,” says Pramod Udiaver, Invisor’s CEO, “and focus more on existing clients, providing more services to them and expanding their reach.”Īs part of the Invisor CoPilot interface, clients will have access to Invisor’s goal planning and tracking solution, InvisorGPS, which allows clients and advisors to view an aggregate of a client’s financial position. Advisors will have the ability to view the client’s Invisor account through a secure dashboard. Once completed, Invisor will construct and manage a portfolio for the client, which can include ETFs and mutual funds. The client can do this his- or herself, or the advisor can walk the client through the online onboarding process. In the case of a referral, an advisor can send an invitation to the client via email to sign up with Invisor. Invisor CoPilot allows financial services firms and their advisors to outsource the investment management portion of their client relationships through a referral to the financial technology (fintech) start-up, or they can use the platform as a white-label solution. ![]()
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