AdvisorToClient
Action Idea Archive

Action idea – Get a new perspective on cash flow planning

Have a client in need of cash flow planning? Try this tip.

Financial Planning

Action Idea – Provincial trust residency

If you have a client setting up a trust, try this tip.

Tax

Action Idea – Buybacks vs. Dividends

Prepare an explanation for your client that highlights the difference between the two ways companies can return cash to investors.

Investing

Action Idea – Tax planning with non-resident trusts

Have a client with a resident trust in a high-tax province? Try this tip.

Tax

Action Idea – Non-resident trusts

Tax

Action Idea – The stability of private real estate investment pools

Have a client invested in REITs?

Investing

Action Idea – How entrepreneurs can earn green cards

Have a client who’d like to live in the U.S.?

Tax

Action Idea – The search for uncorrelated assets

Have a client who is worried about market volatility? Try this tip.

Investing

Action Idea – The search for uncorrelated assets

Analyze your client’s portfolio by considering sector correlation with the benchmark.

Investing

Action Idea – New EU trust disclosure laws

Have a client with a European trust? Try this tip.

Tax