AdvisorToClient
Check List Archive

Checklist: Tips for a happy, and successful, job search

Financial Planning

Checklist: Are you ready for tax season?

During the 2014 tax season, 1 in 5 Canadians scrambled to meet the deadline, notes an H&R Block Canada poll. So to make sure you’re ready this time around, take this quiz.

Tax

Checklist: 6 questions for retirees

Answer the following questions before creating your retirement plan.

Financial Planning

Checklist: Update the estate plan as your family grows

Use this checklist as a guide to help your clients keep their estate plan up-to-date.

Financial Planning

Checklist – Investing outside Canada

Investing

Checklist – Finding retirement income

Here's a list of steps clients can take to stretch retirement incomes. Go over each option if clients are worried they won't meet post-work financial needs.

Financial Planning

Checklist – Marriage preparation

Here's a downloadable list of some financial items that clients should think about before marrying.

Financial Planning

Checklist – Tax minimization for clients with families

Here’s a list of tax credits and deductions for families with children. Go over it with your clients to see if it can help garner any savings.

Tax

Checklist – Tax minimization for seniors

Here’s a list of tax credits and deductions for seniors. Go over it with your clients to see if it can garner any savings.

Tax