AdvisorToClient
Client Email Archive

Email Your Clients: Help navigate health crises

You’ve told your clients why it’s key to plan for expected life events.

Risk Management

Email Your Clients: Help ease financial stress for immigrants

Like to communicate the traditional way? Here’s language for a client letter that can be sent to new immigrants.

Financial Planning

Email Your Clients: Dealing with the financial impact of tragedies

Here’s some sample wording you can use in an email to help prepare clients for possible financial tragedies.

Financial Planning

Email Your Clients: Introducing alternative investments

Here’s some language for a client letter about how investors can add alternatives to their portfolios.

Investing

Email Your Clients: How bonds can offer better returns

Like to communicate the traditional way? Here’s language for a client letter about why fixed income deserves sufficient consideration.

Investing

Email Your Clients: Give new parents direction

Here’s some sample wording you can use in a client email aimed at connecting with new parents.

Financial Planning

Email Your Clients: Reviewing insurance needs

Here’s some sample wording you can use in an email to explain why clients should have a full insurance coverage review.

Financial Planning

Email Your Clients: Investing Outside Canada

Here’s some language for a client email about why clients should have a full portfolio review.

Investing

Email Your Clients: Are you on track for retirement?

Right now, there’s one retired Canadian for every person between the ages of 20 and 64.

Financial Planning

Email Your Clients: Pre-nups

Personalize this correspondence by copying our template into your email application

Financial Planning