AdvisorToClient
Presentation Archive

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.

Presentation: Buying your first investment property

Buying real estate in Canada is a big decision.

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.

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.

Presentation: There’s more to education savings than RESPs

To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to save for a child’s education.

Presentation: Which type of life insurance suits you best?

For easier meeting prep, we’ve developed these slides on determining which type of life insurance is best for your client.

Presentation: Tax credits for seniors

To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to use tax credits during retirement. The presentation is in a Word file to make it simpler to customize content for your client’s needs.

Presentation: Buying U.S. vacation property

To make it easier to prepare materials for clients, we’ve developed these slide selections on the topic of buying a U.S. vacation property.

Presentation: Charitable foundations

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Charitable Foundations. The presentation is in a Word file to make it simpler to customize the content to your client’s needs (there is no PowerPoint).

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