Whether it’s putting away cash for retirement or for a child’s education, you’ve told your clients how registered savings plans offer savvy Canadians an advantage.
While some investors may know a little about how an RESP, RRSP or RRIF works, they want to work towards their life goals with confidence. They also want to know you’re thinking about their plans as much as they are.
These client-friendly articles on AdvisorToClient will help build their knowledge:
They’re easy to share, just use the email tool on each article page, or send them via LinkedIn, Twitter, or Facebook.
Show your clients their futures are well-managed.