AdvisorToClient
Action Idea Archive

Action Idea – Prepare for interest rate risk

Have a client considering a mortgage? Try this tip.

Investing

Action Idea – Interest rates and REITs

Have a client concerned about rising interest rates and how they affect his investments? Try this tip.

Investing

Action Idea – Need to get your client thinking about estate planning?

Need to get your client thinking about estate planning? Try this tip.

Tax

Action Idea – Rebalancing to a fixed asset mix can be dangerous

Have a client who’s fixated on a fixed asset-mix strategy? Try this tip.

Investing

Action Idea – Have a client with a low risk profile?

Have a client with a low risk profile? Try this tip.

Investing

Action Idea – Working Tax Holiday

Have a client considering job opportunities abroad? Try this tip.

Financial Planning

Action Idea – More Canadians are becoming centenarians

Need to get your client thinking about long-term financial planning? Try this tip.

Financial Planning

Action Idea – Activist mutual funds

If your client needs mutual fund recommendations, research activist mutual funds and present possible funds to your client. Ensure the funds work for your client’s portfolio.

Investing

Action Idea – Use hedge funds to profit from M&A

Have a conservative client interested in hedge funds but doesn’t know where to start? Try this tip.

Investing

Action idea – Consider multiple wills

Consider multiple wills for clients to reduce probate in B.C. and Ontario.

Tax