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Action Idea – More Canadians are becoming centenarians

Need to get your client thinking about long-term financial planning? Try this tip.

  • August 18, 2015 August 18, 2015
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Conversation Starter – More Canadians are living to 100

Ask your client, “Did you know more Canadians are living to 100? Have you considered what you would do if you were to live that…

  • August 18, 2015 August 18, 2015
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How to give money to grandchildren

A well-structured will or trust can change your grandchild’s life

  • By: Staff
  • August 13, 2015 September 8, 2018
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Planner: 8 insurance tips for visitors to Canada

Here are some points to raise with clients whose visitors may overlook the need to purchase travel insurance.

  • July 30, 2015 July 30, 2015
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University bound: Residence or off-campus?

If you have kids attending university, one of the key decisions is whether they should live on or off campus.

4 ways to get clients talking about insurance

One of your clients is an art lover with a valuable collection. Put this to him in your next meeting: “You mentioned you love art…

  • July 30, 2015 July 30, 2015
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Presentation: Which type of life insurance suits you best?

For easier meeting prep, we’ve developed these slides on determining which type of life insurance is best for your client.

  • July 30, 2015 July 30, 2015
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Action Idea – Common-law partners

Need to get a client in a common-law relationship thinking about estate planning? Try this tip.

  • July 22, 2015 July 22, 2015
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Conversation Starter – Estate pitfalls for common-law partners

Ask your client, “Have you considered your common-law spouse in your will?”

  • July 22, 2015 July 22, 2015
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Conversation Starter: Divorce leaves business in limbo

If your client is in business with his spouse, ask: “Do you have a shareholders’ agreement in case of divorce?”

  • July 16, 2015 July 16, 2015
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Action Idea – U.S. residents

If clients are truly U.S. residents, don’t advise them as if they’re Canadian.

  • June 29, 2015 June 29, 2015
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Conversation Starter – Power of Attorney

Have you considered naming a power of attorney?

  • June 24, 2015 June 24, 2015
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您需要更新遗产计划吗?

Do you need to update your estate plan?

Do you need to update your estate plan?

If you answer yes to any of these questions, it might be time to revamp your plan

How the target inflation rate affects you

Next year, the Bank of Canada and the Ministry of Finance could move the national inflation target. Why would they do that? We’ll examine what…

Action Idea – Diversifying a conservative portfolio

Need to get your client thinking about diversifying her conservative portfolio? Try this tip.

  • June 10, 2015 June 10, 2015
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Action Idea – Disability trust for a family member

Need to get your client thinking about a disability trust for a family member? Try this tip. Depending on which is better for your client,…

  • June 10, 2015 June 10, 2015
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Conversation Starter – Retirement stability for Gen X

If your client is a conservative investor, educate him about guaranteed income products.

  • June 9, 2015 June 9, 2015
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Check out our special topic spotlights

Use the articles and action items from all of our special packages to better connect with your clients.

  • By: Staff
  • June 8, 2015 June 8, 2015
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如何培养会理财的孩子

How to raise financially savvy kids

How to raise financially savvy kids

Three experts give their insights on how teach children about money.