Home Advisor to Client Financial planning

Latest news in Financial planning

Conversation starter – Consolidate debt? No way!

The term “consolidation” accurately depicts what happens when you combine debts. But there are too many negative preconceptions attached to the term, meaning clients may…

  • July 13, 2016 July 13, 2016
  • 00:00

Action idea – Pay less interest on your debt

Have a client with an inefficient debt structure? Try this tip.

  • July 11, 2016 July 11, 2016
  • 00:00

Conversation starter – Pay less interest on your debt

During cash flow planning, ask your client, “Do you know how much interest you’re paying on your total debt?” Explain the importance of an efficient…

  • July 11, 2016 July 11, 2016
  • 00:00

Action idea – Stay on track with cash flow planning

Is your client following a cash flow plan? Try this tip.

  • July 11, 2016 July 11, 2016
  • 00:00

Conversation starter – Stay on track with cash flow planning

When creating a financial plan for your client, ask him, “Would you like to have the money you need for your goals sooner?” Explain to…

  • July 11, 2016 July 11, 2016
  • 00:00

Financial tips for modern families

What it means to be a family has changed dramatically over the past generation.

  • By: Staff
  • July 3, 2016 August 11, 2018
  • 00:00

Calculate how much the Canada Child Benefit will help your family

Nine out of 10 families with children will receive more federal benefits this year under the new Canada Child Benefit, the federal government estimates.

  • By: Staff
  • June 15, 2016 July 17, 2018
  • 00:00

Canada’s best places to retire

How does your hometown stack up?

  • By: Staff
  • June 10, 2016 July 17, 2018
  • 00:00

Action idea – Cash flow planning in times of temptation

Does your client need help sticking to a cash flow plan? Try this tip.

  • May 16, 2016 May 16, 2016
  • 00:00

Conversation starter – Cash flow planning in times of temptation

After creating a cash flow plan with your client, ask him, “In what situations do you think you’ll be tempted to go off your plan?”…

  • May 16, 2016 May 16, 2016
  • 00:00

Action idea – The quantified cash flow plan

When cash flow planning with your client, be sure to quantify the value of the plan.

  • May 16, 2016 May 16, 2016
  • 00:00

Conversation starter – Cash flow planning: Bumpy road ahead

When reviewing your client’s debt repayment, ask your client, “Have you had any unexpected expenses this year?” If yes, adjust your review of her repayment…

  • May 13, 2016 May 13, 2016
  • 00:00

New to Canada? Here’s help on non-financial matters

Sources that help you adjust to life in a new country

  • By: Staff
  • May 12, 2016 May 12, 2016
  • 00:00

5 things to do before buying your first home

Buying your first home can be one of the most nerve-wracking purchases of your life

  • By: Staff
  • May 11, 2016 August 1, 2018
  • 00:00

What to consider before cashing out insurance

Cashing out life insurance can have unintended tax consequences, so get informed before making a move

Action idea – Navigational tools for your cash flow plan

Helping a client with cash flow planning? Try this tip.

  • May 6, 2016 May 6, 2016
  • 00:00

Conversation starter – Navigational tools for your cash flow plan

When discussing cash flow planning, ask your client, “What financial challenges and decisions do you see coming up in the next year or so?”

  • May 6, 2016 May 6, 2016
  • 00:00

Action idea – Identify inefficient interest

Helping a client with cash flow planning? Want to help her find more funds for investing? Try this tip.

  • April 26, 2016 April 26, 2016
  • 00:00

Conversation starter – Identify inefficient interest

Need to break the ice with clients about inefficient interest? Try this tip

  • April 26, 2016 April 26, 2016
  • 00:00

Start conversations with immigrant clients

1. For clients who want to invest in their home countries: “Investing outside of Canada is a great way to diversify. But let’s look at…

  • April 25, 2016 April 25, 2016
  • 00:00

Action idea – Cash flow planning: What’s your motive?

Helping a client with cash flow planning? Try this tip.

  • April 22, 2016 April 22, 2016
  • 00:00

Conversation starter – Cash flow planning: What’s your motive?

When cash flow planning, ask your client, “What changes in your life would you like to see within 12 months?”

  • April 22, 2016 April 22, 2016
  • 00:00

Fun with Advisor vs. Film

We ask real-life traders, estate experts, deal makers and finance gurus to look past the movie magic to uncover what's real

  • By: Staff
  • April 21, 2016 April 21, 2016
  • 00:00

Action idea – Harness your cash flow

Helping your client create a cash flow plan? Try this tip.

  • April 15, 2016 April 15, 2016
  • 00:00

Conversation starter – Harness your cash flow

When creating a cash flow plan for your client, ask your client, “Do you know how much interest you’re paying on your debt?” Explain how…

  • April 15, 2016 April 15, 2016
  • 00:00