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    Pawel Brzeminski

    I help great financial advisors grow their AUM and receive more referrals, with financial planning 🔥

    Pawel Brzeminski is the President and CEO of Snap Projections, a company he founded in the fall of 2014 in Edmonton, Alberta.1 He is an accomplished financial advisor, planner, and investment manager with a strong technical background.

    Education and Expertise

    Pawel holds a Bachelor's degree in Computer Science from Warsaw University of Technology and a Master's degree in Software Engineering from the University of Alberta. This combination of technical expertise and financial knowledge allows him to provide reliable financial projections and advice.

    Career and Company

    At Snap Projections, Pawel's mission is to help financial advisors grow their Assets Under Management (AUM) and receive more referrals through effective financial planning. The company provides financial planning software that simplifies complex projections, helping advisors deliver clear and useful information to their clients.

    Approach and Philosophy

    Pawel understands that the primary concern for many clients is whether they have enough money to retire. He believes in providing clear, easy-to-understand projections that clients can trust. Snap Projections aims to address common financial planning questions, such as how to avoid OAS Clawback and which assets to spend first.

    Industry Impact

    Under Pawel's leadership, Snap Projections has become a valuable tool for financial professionals. The software has been used to build more than 50,000 financial plans for Canadians.2 In 2019, Snap Projections was acquired by WealthBar Financial Services Inc., a subsidiary of CI Financial Corp., further expanding its reach and capabilities in the financial planning industry.2

    Pawel continues to be actively involved in the financial planning community, sharing insights and helping advisors provide better service to their clients.

    Highlights

    Oct 21 · ir.cifinancial.com
    WealthBar acquires Snap Projections, furthering its commitment to ...

    Related Questions

    What inspired Pawel Brzeminski to start Snap Projections?
    How does Snap Projections' software simplify financial planning?
    What are the key features of Snap Projections' financial planning tools?
    How has Pawel Brzeminski's background in computer science influenced Snap Projections?
    What challenges did Pawel face when founding Snap Projections?
    Pawel Brzeminski
    Pawel Brzeminski, photo 1
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    Location

    Greater Toronto Area, Canada