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Clients who are new to the country need your guidance most as they settle into their new homes and organize their finances under its rules.

Whether it’s buying a first home or minimizing tax, these features include indispensable financial knowledge. Use this email template to get your new Canadian clients thinking about their financial futures.

Subject line: Resources for new Canadians

Hi XXX,

I hope you’ve been doing well. You’ve probably been busy settling into your new life. Considering how much you have to deal with right now, I want to ensure you’re not missing any opportunities that come from your move to Canada.

Here are a few articles that explain tax incentives for new Canadians, common financial mistakes to avoid, and advice for people who are new to the country.

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

Don’t hesitate to call or email me should you have any questions. If there’s any other way I can help ease your transition to Canada, please let me know.

Best,

[YOUR NAME]

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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