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
Category: Investments
How Your Client Can Use a TFSA to Get Better Investing Results
Is your client interested in putting money into their Tax-Free Savings Account (TFSA)? The 2024 limit is $7,000.
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How to use a TFSA to get Better Investing Results
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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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.
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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
- 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?
SMART TALK… about investments
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