Template Letters |
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Template letters, forms, worksheets, guides and talking points. Use these templates to manage your communication and relationships with clients and prospects quickly and easily. Each template can be downloaded as a Word document so that you can customize it for use in your practice.
Most Recent Letters
• To Clients: Tax deadlines are looming
• To Clients: The year in review
• To Clients: Buy and hold
• To Clients: Staying invested long-term (updated)
• To Clients: Portfolio rebalancing
• To Clients: New (anti) money-laundering rules
Client/Prospect Education and Opportunity
• To Clients: Education savings (updated)
• To Clients: Your marriage and your financial plan
• To Clients: New options for your locked-in accounts
• To Clients: Managing Debt
• To Clients: Severance package options
• To Clients: RRSP contributions
• To Clients/Prospects: The 2008 Federal Budget and Your Financial Plan
• To Clients: Out of RRSP contribution room? Here are some options
• To Clients: Presenting your financial plan
• To Clients: Help clients keep cottages in the family
• To Clients: Setting up for tax savings
• To (Self-Employed) Clients: Are you thinking about your health coverage?
Building Your Business
• To Clients: Fill out this survey to let me know how I'm doing
• To Clients: Communicating engagement & disclosure
• To Clients: Asking for referrals
• To Clients: Thank you for the referral
• To Prospects: Referred by a client
• To Culled Clients: A quicker goodbye
Market and Account Changes
• To Clients: Your fund has been merged
• To Clients: There has been a portfolio manager change
