AdvisorToClient
Action Idea Archive

Action idea – How to get a CRA business number

Is your client starting their own business? Help them get a CRA business number next time you meet.

Tax

Action idea – Avoid common RDSP mistakes

Need to get your client thinking about a Registered Disability Savings Plan? Try this tip next time you meet.

Investing

Action idea – Estate planning checklist

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

Risk Management

Action idea – Getting divorced? Redo your will

Need to get your client thinking about redoing their will after a divorce? Try this tip.

Financial Planning

Action idea – Think before you change beneficiaries

Need to get your client thinking about the effects of changing their beneficiaries? Try this tip.

Financial Planning

Action idea – Are you a Canadian resident?

Need to get your client thinking about their residency and what it means for their legacy? Try this tip.

Tax

Action idea – 8 ways to stretch income in retirement

Need to get your client thinking about stretching their income during retirement? Try this tip.

Financial Planning

Action idea – Consider a concentrated portfolio

Need to get your client thinking about a concentrated portfolio? Try this tip.

Investing

Action idea – Don’t over-contribute to registered plans

Need to make your client aware of over-contributing to registered plans? Try this tip.

Tax

Action idea – Stay productive on the go

Want to help your client be more productive while on the go? Try this tip.

Financial Planning