Share with clients:

Help clients purchase a new home


In the current housing market, homes are expensive, and saving up to buy one can seem impossible.

It’s likely the largest purchase most of your clients will ever make – and with so many buyers’ guides out there, it’s hard to sift through the information to form a financial plan. As their advisor, it’s your job to help clients save for their dream homes.

To get the ball rolling, you can send your clients these articles to help them organize their thinking and build a customized savings plan.

Know whether to rent or buy

Tax tips for new homeowners

Start saving early

Use RRSP funds for a mortgage

Be careful with rental property tax claims

Don’t co-sign a mortgage

They’re easy to share, just use the email tool in the upper right on each article page, or share them using LinkedIn, Twitter, or Facebook. Don’t worry, the versions you send clients won’t link back to AdvisorToClient or

Your clients want to get the most out of their money. Use these articles to show them how.

Plus, there are many more helpful resources to explore elsewhere on AdvisorToClient.