Help clients prepare to live longer and be financially secure. With advances in medical treatment and technology, your clients are living longer — and could potentially face major challenges from both a health and financial standpoint. To help you initiate conversations about the keys to longevity, and provide strategic advice on financial security, explore the practical resources available here.
Women have made incredible strides, both personally and professionally – seeking higher education, taking on more senior or management roles in the corporate world, and owning and or running almost half of all businesses in Canada.
When it comes time to discussing education savings with your clients, RESPs are just the beginning. They allow you to prop open the door to conversations about alternative options to saving and investing, like TFSAs, life insurance, and nonregistered, trust or corporate business accounts.
Enhanced Estate Planning Share Share on facebook Share on twitter Share on linkedin Share on email Support Materials A holistic approach to estate planning requires much more than legal documents and tax issues. Guide your clients through the process from family conversations to action plan. You can help ensure their wishes are secured in the...
Align your clients’ personal goals with the needs of their businesses. Gain insight into the unique challenges entrepreneurs face, and understand the balancing act of personal and professional priorities.