AdvisorToClient

Email Your Clients: Help ease financial stress for immigrants

Client Email Client Email

Dear [First Name]:

Welcome to Canada! As you adjust to living in a new country, I’m here to help.

Getting your finances in order sooner rather than later is important. I can come up with strategies that’ll help you keep more money in your pocket. This includes evaluating your current portfolio, answering questions you may have on investments and tax strategies, and planning for your future.

Let’s meet in the next couple of weeks and start creating a plan that lets you worry less about your finances and, instead focus on what’s important: exploring all that Canada has to offer.

Call me at [phone number] when it’s convenient and we’ll arrange a time to talk.

Sincerely,
[First name] [Last name]
[Official title]

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