Information is gathered using E.D.G.E. - electronic factfinder. By using EDGE, the electronic factfinder, you can by-pass the traditional printed data collection planning questionnaires, via email. EDGE is a program which provides a quick, personalized review of your current financial situation. The Expatriate Group Inc. Once you have entered your financial information, EDGE allows you to review an Action Screen that provides a summary of savings programs required, net worth and over a dozen other key financial ratios and facts. By clicking on the face, messages will explain what the item means.
EDGE is available in English, French, Spanish and Chinese as well as being multi jurisdictional.
When you change the country of residence the software will adjust for use in Canada, the United States or another selected country. EDGE also includes information on tuition and room and board costs from many of the university and private schools in Canada and the United States for the purposes of education planning. To register your copy of EDGE, see the section below. Please contact the Expatriate Group for registration and confidential password protected access code. Personal Investor tracks client portfolio position and return as well as providing information on over 1300 Canadian Mutual Funds.