Fall in love with these income splitting tips for your client and their spouse

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?

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Fall in love with these income splitting tips for you and your spouse



How PPI Valet Can Help Your Business

What is PPI Valet?

  • At its core, PPI Valet connects you to a robo-advisor service that you can offer your clients
  • Powered by WealthBar, PPI Valet is an advisor platform that helps you provide your clients with easy to access, low cost, professionally managed investment portfolios

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Should You Consider Using a Robo-Advisor?


Helping Your Clients Understand Segregated Funds

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