Your clients are confident their financial plans will cover their basic needs because you’ve been attending them well. So it’s time to introduce advanced planning techniques that your sophisticated clients can use to save more money, minimize tax further and prepare for their future comfort.

For instance, your business-owning clients can use income-splitting techniques, or hire family, to minimize tax. Your wealthy clients will be intrigued to learn why they should apply for CPP when they retire. And your frugal clients will appreciate tips on making their incomes last longer.

Show clients you’re always thinking of ways to protect and grow their incomes with these articles from AdvisorToClient:

Hiring family can save you money

8 ways to stretch in retirement

You’re never too wealthy for CPP

Split income to save tax

Be careful with rental property tax claims

Cash in without selling your business

There are plenty of related tools on AdvisorToClient, including Action Steps, and ready-to-share posts for social media.

And you can print these articles to pass along to clients, or share them using the site’s email button.




Dynamic’s Equity Income team introduces four new funds designed to take advantage of opportunities in the U.S. and around the world to help deliver the income your clients need.


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Dynamic Funds® | Invest with advice

Originally published on Advisor.ca

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