AdvisorToClient
Presentation Archive

Presentation: Canadian divorce facts

Here’s some text to help you put together a presentation on divorce that you can customize for client meetings.

Risk Management

Presentation: Estate planning preparation

As a new Canadian, you will have to update your estate plan so that it’s compliant with our laws. Here are some items to think about before we meet.

Financial Planning

Presentation: Buying your first investment property

Buying real estate in Canada is a big decision.

Financial Planning

Presentation: When capacity is in question

Financial Planning

Presentation: 4 tips for making smart donations

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to help a client who wants to donate to charity.

Financial Planning

Presentation: Introduction to cash flow management

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to help a client start the process of managing cash flow.

Financial Planning

Presentation: 5 types of hedge funds

Investing

Presentation: Myths about hedge funds

Investing