AdvisorToClient
Action Idea Archive

Action idea – You’re never too wealthy for CPP

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

Financial Planning

Action idea – How safe is your yield?

Need to get your client thinking about their investment yield? Try this tip.

Investing

Action idea – What to do with capital gains or losses

Need to get your client thinking about what to do with capital gains or losses? Try this tip.

Tax

Action idea – How to prepare terminal tax returns

Need to get your client thinking about preparing terminal tax returns? Try this tip.

Tax

Action idea – How to handle a CRA reassessment

Need to get your client thinking about a CRA reassessment? Try this tip.

Tax

Action idea – This is what an investment costs you

Need to get your client thinking about what an investment costs them? Try this tip.

Investing

Action idea – Tax tips for your cottage

Need to get your client thinking about the effect on their taxes if they buy a cottage? Try this tip.

Tax

Action idea – How to pay back taxes

Need to get your client thinking about paying back tax? Try this tip.

Tax

Action idea – 8 things to consider when tax-loss harvesting

Need to get your client thinking about tax-loss harvesting? Try this tip.

Tax

Action idea – Making sense of wills

Need to get your client thinking about making sense of wills? Try this tip.

Risk Management