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Canada Day is next week, and in the spirit of the occasion, give clients new to the country a helping hand. They’ll need your guidance most as they settle into their new country and organize their finances under its rules.

Whether it’s buying a first home, to minimizing tax, these features include indispensable financial knowledge.

Use these articles from Advisor To Client to move the conversation forward:

Are you a Canadian resident?

Business immigrants can minimize tax

Avoid mistakes as an American in Canada

Tax tips for new homeowners

5 quick steps toward strong finances

Email these stories to clients, or share with the site’s Twitter and LinkedIn buttons. You can also kick it old school and print them out.

AdvisorToClient has other useful tools related to this topic, including Action Steps, and ready-to-go client emails.

Originally published on Advisor.ca

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