Click here for our article sharing guidelines.
Action Idea – Use these to get a concept in front of a client.
Check List – What to cover off in client meetings.
Client Email – Suggested language and handy links to content.
Conversation Starter – Easy ways to break the ice.
Planner – Connect the planning dots when you’re in front of clients.
Presentation – Text you can customize for client meetings.
Social Share – Try these pre-made tweets and LinkedIn shares.
Worksheet – Budget forms, client questionnaires, and more.
It’s no secret that you'll likely to live longer than you expect — you could spend up to 30 years in retirement.
During tax season, the last thing you want is to miss out on savings.
To find out more about your financial capability, take this quiz developed by Prosper Canada.
Time to grow up!
What should he do to get his life in order?
Here are key facts about this tax-saving tool.
The RRSP turns 60 this year, but many people still don't contribute. Here's education for your clients.
On January 28, people in countries all over the world will celebrate the Year of the Rooster.