AdvisorToClient
Client Email Archive

Client email – Newer investor follow-up

Here’s some sample wording you can use in a Client Email that follows up with an initial contact to a newer or younger investor or prospect.

Investing

Client email – Taxes and your legacy

Your clients feel secure their legacies will be carried out because they’ve written wills. But whether their last wishes are actually carried out depends on whether they’ve thought their desires through, and taken tax into consideration.

Tax

Client email – Estate taxes

Settling an estate is a stressful responsibility at a somber time. From minimizing tax to distributing the estate and filing a terminal return, there’s much to be dealt with.

Tax

Email Your Clients: Tax tips for the landlord

Being a landlord comes with a lot of responsibility. Good landlords care about the upkeep of their properties, and by extension, the well being of their tenants.

Tax

Email Your Clients: Cross-border tax tips

Canadian society welcomes those from other countries who decide to make a home here. And CRA welcomes them too—as a potential revenue source.

Tax

Client email – Family tax advice

Family life can be hectic. From after-school activities to taking care of the house and saving for the future, there’s a lot to manage.

Tax

Email Your Clients: Get every deduction you’re entitled to

Help clients maximize tax deductions.

Tax

Client email – Tax planning for business

Business owners are busy, but they still appreciate learning concrete ways to stay on strong financial footing—especially when it comes to filing taxes effectively.

Tax

Client email – Stay on top of tax

Personalize this email by copying our template into your email application, and then choosing which stories to pass along to particular clients.

Tax

Client email – Survive in a digital world

To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

Risk Management