AdvisorToClient
Conversation Starter Archive

Conversation Starter – Tax planning with non-resident trusts

Ask your client, “Have you considered a more tax-favourable location for your trust?”

Tax

Conversation Starter – Non-resident PoAs

Ask your client, “When was the last time you reviewed your will and PoA documents?”

Tax

Conversation Starter – T1135 tax traps

Ask your client, “Are you reporting all foreign income, including income from foreign life insurance policies and real property?”

Tax

Conversation Starter – Non-resident trusts

If your client receives distributions from a trust, ask your client, “Have you considered the tax implications of your distributions?”

Tax

Conversation Starter – Are you taking full advantage of your TFSA?

Ask your client, “Are you taking full advantage of your TFSA?”

Tax

Conversation Starter – TFSAs: Not a simple decision

If your client is a private business owner or incorporated professional who invests corporately, ask your client, “Did you know fixed income investments do better in a TFSA, rather than being held corporately?”

Tax

Conversation Starter – The stability of private real estate investment pools

Ask your client, “Did you know there’s an alternative to REITs that may be better in a volatile market?”

Investing

Conversation Starter – How politics impact markets

Ask your client, “Do you worry about the effect of world politics on the markets?”

Investing

Conversation Starter – The search for uncorrelated assets

The search for uncorrelated assets

Investing

Conversation starter – Open up to alternative investments

If you don’t know where to start the alternative investments discussion, try these conversation starters.

Investing