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. But they also want to know you’re thinking about their plans as much as they are.

Subject Line: Be a registered savings whiz

Dear XXX,

We’ve spoken about how registered savings plans can help you have enough money to achieve your long-term goals. These articles on registered savings accounts complement our discussions:

Make education savings really count

Who benefits from an RESP?

The gift of financial well-being

Capital losses in RRSPs

Stretch your retirement funds

Closing a group RESP

Registered accounts are just one component of a successful financial plan. As always, I’d appreciate hearing your thoughts, and we’ll continue working together on a strategy for you.



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Originally published on Advisor.ca

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