How do you approach your clients so they aren’t afraid of leveraging? Can you simply explain the concepts we are taught? Here are some of the ways I clarify the concept of good debt versus bad debt. As I work with my clients, whether they are business owners or employees, I always try to teach […]
As an advisor you now have another valuable product on your shelf to introduce to your clients. Most people are trying to catch up with what a Tax Free Savings Account (TFSA) is these days, never mind the “group” part. Let’s start at the beginning and walk through it together. Years ago, the Canadian government […]