AdvisorToClient
Presentation Archive

Presentation: Do you own more than one home?

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 clients own more than one home (Based on an article by Jacqueline Power). 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: Marriage contracts

Here’s some text to help you put together a topical presentation on marriage contracts that you can customize for your next client meeting.

Financial Planning

Presentation: Understand your portfolio’s risk level and performance

Here’s some text to help you put together a topical presentation on helping clients understand a portfolio's risk level and performance that you can customize for your next client meeting.

Investing

Presentation: Beneficiary designations

Here’s some text to help you put together a topical presentation on beneficiary designations that you can customize for your next client meeting.

Financial Planning

Presentation: Help clients understand benchmarking

Here’s some text to help you put together a presentation on helping clients understand benchmarking.

Investing

Presentation: TFSA vs. RESP

Here’s some text to help you put together a topical presentation on education savings options that you can customize for your next client meeting.

Financial Planning