In our new digital information era, traditional marketing has been turned on it’s head. People have been empowered by mobile devices and the internet to find their own answers online. Traditional advertising has become less and less effective as a result, and it’s forcing us to think creatively about how we reach out to clients. Continue reading “Content is King”
Category: Investments
The ABCs of Investing in Under 5 Minutes…
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…
Money and Mortality
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.
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?
Continue reading “Fall in love with these income splitting tips for your client and their spouse”
TFSA vs RRSP vs both. What’s best for your client?
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?
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
Continue reading “How PPI Valet Can Help Your Business”
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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