Paraplanner and Virtual Assistant

Valenta > Staff Augmentation > Paraplanner and Virtual Assistant

Paraplanner and Virtual Assistant

Valenta is a global leader in providing Paraplanning and Financial Planning Virtual Assistant services, serving Financial Planning and Wealth Management executives around the world. Our team of highly qualified and certified Paraplanners and Financial Virtual Assistants is dedicated to delivering excellent service, helping executives increase productivity and profitability.

Our Paraplanners offer a wide range of services, including proposal creation and disclosures, pre-filling applications, cashflow income projections, and insurance support such as analysis and need analysis. We also provide financial planning support, which includes risk analysis and evaluation, creating financial planning profiles, cashflow analysis, budgeting, debt consolidation and restructuring, tax planning, retirement planning, insurance planning, education planning, and estate planning. Our Investment Analysts provide support services, such as portfolio review, periodic portfolio rebalancing, equity research, sectoral research, private investment, rental real estate, and IPS creation. Valenta’s administrative support to clients includes client onboarding, sending meeting agendas, meeting summaries, CRM and data management, client and business communication, form filling, daily reporting, and quarterly/monthly newsletters.

Partnering with Valenta for Paraplanning and Financial Planning Virtual Assistant services brings numerous benefits to Financial Planning and Wealth Management executives. Our services increase operational efficiency, reduce costs, and ultimately increase profitability. Our team’s expertise allows executives to focus on higher value tasks, such as business development and client engagement, while we handle more time-consuming tasks. Our global delivery model ensures that our clients have access to the best Paraplanning and Financial Planning Virtual Assistant talent from around the world. Our team members are highly qualified and certified on all leading software applications, which ensures that our clients receive the best quality services.

Valenta’s Paraplanning and Financial Planning Virtual Assistant services offer a comprehensive suite of solutions that can help Financial Planning and Wealth Management executives transform their operations, increase productivity and profitability, and focus on higher value tasks. Our highly qualified and certified team, global delivery model, and focus on delivering the best quality services to our clients make Valenta the perfect partner for executives looking to take their business to the next level.

Overall, partnering with Valenta for Paraplanning and Financial Planning Virtual Assistant services allows executives to achieve their goals, optimize their operations, and focus on business growth. Valenta’s commitment to excellence and its global expertise in delivering high-quality services ensure that clients can achieve long-term success.

Our Paraplanning, Administration Specialists and Virtual Assistants can provide the following services:

Insurance Support

  • Insurance Analysis (Life, Disability & LTC)
  • Insurance Need Analysis (HLV & Goal)
  • Illustration Creation and Comparison
  • Proposal Creation and Disclosures
  • Pre-Filling Applications
  • Underwriting Monitoring
  • Cashflow Income Projections (VUL and IUL)

Financial Planning Support

  • Risk Analysis and Evaluation
  • Creating Financial Planning Profile (eMoney, MGP, RightCapital, NaviPlan)
  • Cashflow Analysis
  • Budgeting, Debt Consolidation and Restructuring
  • Tax Planning (Contributions and Tax Loss Harvesting)
  • Retirement Planning (DCP, DBP, IRA etc)
  • Insurance Planning (Life, DI and LTC)
  • Education Planning (529 and Coverdell)
  • Estate Planning (Will, POA, HCP, DAF and Trust)

Administration Support

  • Client Onboarding
  • Meeting Agendas (Pre & Post meeting)
  • Meeting Summary (Mind map, Asset-Map, Financial Profiling)
  • CRM & Data Management
  • Client and Business Communication
  • Form Filling (Schwab, EQIS, Kingdom Trust, TD Ameritrade, Fidelity)
  • Daily reporting (Orion and Tamarac)
  • Quarterly/Monthly Newsletters

Investment Analyst Support

investment support
  • Portfolio Review (Current and Proposed)
  • Periodic Portfolio Rebalancing (80:20, 70:30, 60:40)
  • Equity Research (Stocks, ETF, MF, Bond)
  • Sectoral Research (Cannabis, Meat, Super Market)
  • Private Investment (Opportunity Zone)
  • Rental Real Estate (Commercial and Housing)
  • IPS Creation

Why Choose Valenta?


Regional Presence

Valenta has local Managing Partners located throughout Canada, providing a regional presence that many outsourcing and staff augmentation providers do not offer. Our Managing Partners maintain close relationships with our clients and serve as ongoing resources and integral members of the client’s account team.


Flexible Engagements

Valenta offers flexible, month-to-month agreements to all our Canadian clients. We charge an onboarding fee and then bill monthly, with no long-term commitments. Our adaptable plans allow for quick ramp-up and easy scaling as needed, making staff augmentation stress-free for our clients.


Dedicated Support

Unlike many outsourcing and staff augmentation service providers, Valenta provides dedicated resources to our clients. Each client works with a dedicated Valenta employee, not an anonymous team, and our resources get to know our clients’ processes and interact with them like any other virtual employee.


Experienced Staff Augmentation Team

Valenta brings a team approach to every staff augmentation engagement. In addition to local Managing Partners, every resource is managed by a Valenta Team Leader who oversees a group of similar roles. The Team Leaders report to Regional Services Heads who also manage recruitment, freeing up our clients’ time and taking care of HR headaches.


Global Talent Pool

Finding staff to fill roles in Canada can be challenging and often exceeds budget constraints. With Valenta’s staff augmentation services, clients have access to a global talent pool, including countries such as India, the Philippines, Malaysia, Columbia and Trinidad. Soon, we will also be expanding to Eastern Europe and Northern Africa.


Transparent Processes

The Valenta Way is at the core of everything we do. We have well-established, documented processes for delivering high-quality staff augmentation services to our Canadian clients, ensuring transparency and easy sharing of information.


Comprehensive Solutions

Valenta offers comprehensive staff augmentation services for all functions of a business, including Accounting, Finance, IT, Operations, HR, Sales, Marketing, and Support. We fill traditional roles and new information economy positions to meet the needs of our clients.

Compliance and Security

Compliance and Security

Valenta is ISO 27001 and ISO 9001 certified, taking compliance and security seriously. We operate service centers in countries where we provide services and have both physical and non-physical controls in place to ensure the protection of our company and client data.

How we add value?

Our Paraplanning and Virtual Assistant services deliver significant value to our clients by the reducing cost of operations, helping them attain world class cost structures, and implementing effective controls. We have standardized all Paraplanning and Virtual Assistant processes with a high degree of automation.

We have comprehensive and integrated Paraplanning and Virtual Assistant service capabilities. We augment our capabilities by continuously investing in building Paraplanning and Virtual Assistant expertise through:

  • Continuous investment in Automation and AI Technologies
  • Create Standard Operating Procedures for each of our clients
  • Provide clients with a Real Time Visibility Platforms
  • A Dedicated Financial Planning Academy, which focuses on increasing domain expertis

Finance and Accounting Software Application Expertise:



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Valenta Pricing Packages:


Full Time

40 hours per week

From $ 2,500 per month

Part Time

20 hours per week

From $ 1,250 per month

Virtual Assistant

Full Time

40 hours per week

From $ 2,500 per month

Part Time

20 hours per week

 From $ 1,250 per month

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