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…

As an advisor, you can have a positive impact on the investment outcomes of your clients. Continue reading “It’s Not Just About The Fees” →

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It’s not just about the fees

Is your client interested in putting money into their Tax-Free Savings Account (TFSA)? The 2024 limit is $7,000.

Continue reading “How Your Client Can Use a TFSA to Get Better Investing Results” →

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How to use a TFSA to get Better Investing Results

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” →

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Fall in love with these income splitting tips for you and your 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 CI Direct Investing?

• At its core, CI Direct Investing connects you to a robo-advisor service that you can offer your clients
• CI Direct Investingis an advisor platform that helps you provide your clients with easy to access, low cost, professionally managed investment portfolios

Continue reading “How CI Direct Investing 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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SMART TALK... about investments