AdvisorToClient
Presentation Archive

Presentation: Primer on private equity

Investing

Presentation: Government bonds for safety

To make it easier for you to prepare meeting materials, we’ve developed these slides on how government bonds provide safety.

Investing

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.

Financial Planning

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.

Financial Planning

Presentation: Pros and cons of currency hedging

Exchange rates can improve or reduce investment returns when you convert them back into your home currency.

Investing

Presentation: Questions and answers on global investing

To help you to prepare materials for clients, we’ve developed these slide selections on global investing.

Investing

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.

Financial Planning

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.

Financial Planning

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).

Financial Planning

Presentation: Donor-advised funds

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the workings of Donor Advised Funds. The presentation is in a Word file to simplify customization of our content to your clients’ needs (there is no PowerPoint).

Financial Planning