When life changes for a client, their financial life does too. However, they may be more focused on other aspects of their changing circumstances. That’s where you can step in. Access insightful, actionable resources you need to better manage and guide your clients through their major life transitions.
Show your value and deepen your relationships with clients as you help them navigate life’s key milestones. Major life event planning is ideal for clients who:
Be an essential resource for your clients. Get the facts on why financial planning for major life events is critical. Because the world is changing just as fast as your clients’ lives.
* BMO Wealth Institute Survey by Pollara, March 2013.
** Census of Population, Statistics Canada, 2016.
*** National Population Health Survey, Statistics Canada, 2006.
**** New data on Disability in Canada, Statistics Canada, 2017.
***** Ibid.
Dr. Amy D’Aprix, internationally renowned expert on lifestyle issues related to aging, discusses the implications of life transitions for your clients and your professional role, and provides specific guidance and tools for deepening client relationships in times of change.
For Mutual Funds:
1-800-668-7327
For ETFs:
1-800-361-1392
Connect with a Local Representative or ETF Specialist
