If your client is new to the world of investing, they may find the wide range of different plan types, investment product categories and methods of investing both confusing and overwhelming. Continue reading “The ABCs of Investing in Under 5 Minutes…”
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The ABCs of Investing in Under 5 Minutes…
Most agree that money can buy the necessities and a little more money can add a few extra comforts to our day-to-day lives. In fact, it is often debated whether a greater fortune brings longer life, but few medical studies have taken a serious look at this question.
Do you have clients looking to make the most of their savings in retirement with their married or common-law spouse? The trick here is not knowing to save, but knowing how to save. Which accounts make sense?
Continue reading “Fall in love with these income splitting tips for your client and their spouse”
What is the better long-term tactic for your client, TFSA or RRSP? Well, unfortunately, like all things in life, it’s not quite that simple.
Continue reading “TFSA vs RRSP vs both. What’s best for your client?”
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TFSA vs RRSP vs both. What’s best for me?
What is PPI Valet?
Continue reading “How PPI Valet Can Help Your Business”
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Should You Consider Using a Robo-Advisor?
Segregated Funds have been around for over 50 years yet many Canadians have never heard of them. As their advisor, you can help your clients understand more about them so they can explore all their options and achieve the right balance for their retirement.
Share the short client article below and educational video that explains what segregated funds are and provides examples of two portfolios in a bull market and a down market.
Contact your client today to help them achieve that peace of mind.
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Growing and Protecting Your Retirement Savings