AdvisorToClient
Client Email Archive

Email Your Clients: Introducing alternative investments

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

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.

Email Your Clients: Investing Outside Canada

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

Email Your Clients: Be smart with stocks

Your clients are probably more familiar with how stocks and the stock market work than they are with other more exotic types of investments. But chances are they’re missing some nuances about how to most effectively trade equities.

Email Your Clients: Peak earning years pitfalls

Here’s some sample wording you can use in a email aimed at connecting with a client in their peak earning years or one that is approaching these years.

Client email – Helping new Canadians

Clients who are new to the country need your guidance most as they settle into their new homes and organize their finances under its rules.

Email Your Clients: Be a blue-sky investor

The market is crowded, and your clients may worry they don’t have access to the best investments. Show them there’s plenty of unclaimed territory.

Email your clients: Fun with Advisor to Client

Tax season is over and summer’s here! Why not have some fun with your clients, while reminding them you’re still thinking about their financial wellness?

Email Your Clients: Understanding ETFs

Here’s some language for a client email to help clients understand what ETFs are.

Email Your Clients: Be a forward-thinking investor

It’s human nature to look at past performance to try and gauge what the future holds. While that may make intuitive sense, there’s more to investing than that.