Sue Ricketts

Good debt versus bad debt

How do you approach your clients so they aren’t afraid of leveraging? Can you simply explain the concepts we are taught? Here are some of the ways I clarify the concept of good debt versus bad debt. As I work with my clients, whether they are business owners or employees, I always try to teach […]

By Sue Ricketts |June 21, 2010

4 min read

Get group TFSAs working for you

As an advisor you now have another valuable product on your shelf to introduce to your clients. Most people are trying to catch up with what a Tax Free Savings Account (TFSA) is these days, never mind the “group” part. Let’s start at the beginning and walk through it together. Years ago, the Canadian government […]

By Sue Ricketts |May 5, 2010

5 min read