AdvisorToClient
Presentation Archive

Presentation: Should you invest in residential property?

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

Investing

Presentation: Investing in commercial property

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the pros and cons of investing in commercial real estate.

Investing

Presentation: What’s a reasonable business expense?

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on what does, and doesn’t, constitute a proper business expense. The slides are designed to help you educate investors and prospects about what will bring unwanted attention from CRA. We know you’ll want to customize them and add elements specific to your clients, so we’re providing a Word file to make that easier (there is no PowerPoint).

Financial Planning

Presentation: Increase the value of your business

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

Financial Planning

Presentation: Your peak earnings years

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the opportunities and pitfalls clients face when entering their peak earnings years. The slides are designed to help you educate investors and prospects. We know you’ll want to customize them and add elements specific to your clients, so we’re providing a Word file to make that easier(there is no PowerPoint).

Investing

Presentation: ETFs and why costs matter

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on ETFs and how investment costs are structured. The slides are designed to help you educate investors and prospects. We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

Investing

Presentation: Investment portfolio components

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow about which elements go into an investment portfolio – and why. The slides are designed to help you educate newer investors and young prospects. We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

Investing

Presentation: What you need to know about death and taxes

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize taxes for heirs when clients pass on (Based on an article by Elaine Blades and Scott Cummings). We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

Tax

Presentation: Minimize tax on marriage breakdown

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when a marriage breaks down (Based on an article by Frank Di Pietro). We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

Tax

Presentation: Factor tax when selling a business

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the topic of ways to minimize tax when selling a business. We know you’ll want to customize them and add elements specific to your client, so we’re providing a Word file to make that easier (there is no PowerPoint).

Tax