AdvisorToClient
Action Idea Archive

Action Idea – Common-law partners

Need to get a client in a common-law relationship thinking about estate planning? Try this tip.

Financial Planning

Action Item: Donation receipts

Help your clients start folders for donation receipts, so they’re easy to locate if CRA requires proof of donations for their returns.

Tax

Action Idea: Determine your client’s worldwide assets

Determine your client’s worldwide assets, including life insurance proceeds.

Tax

Action Idea – U.S. residents

If clients are truly U.S. residents, don’t advise them as if they’re Canadian.

Financial Planning

Action Idea – Diversifying a conservative portfolio

Need to get your client thinking about diversifying her conservative portfolio? Try this tip.

Financial Planning

Action Idea – Undistributed earnings

Your client may need more information before investing in particular stocks.

Investing

Action Idea – Can you leave the kids your pension?

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

Tax

Action Idea – Fixed-income investments

Need to get your client thinking about fixed-income investments? Try this tip.

Investing

Action Idea – Diversifying with ETFs

Need to get your client thinking about diversifying with ETFs? Try this tip.

Investing