You help clients build wealth. Now, help them give it away
With all the competition for new clients, it’s often easier to grow through acquisition than spend time wooing prospects.
Set aside three years’ worth of retirement income to provide clients with a buffer during market crashes.
Broaden your horizons when it comes to resource investing
Portfolios may still be bruised, but the rising tide of boomers means it’s time to talk retirement.
How to get beyond box-checking suitability questionnaires
It’s not enough to guide clients into retirement. You have to ensure they have enough money to live through it.
Once you've guided clients into retirement, you have to make sure they don't outlive their money. Yet retirees who grew up during the Depression may spend frivolously in response to a lifetime of penny pinching.
If your clients are interested in philanthropy, these resources will help you help them.
Provincial coverage varies. In Ontario, for example, the province covers 75% of significant equipment costs, which could include wheelchairs, orthopaedic braces and breathing aids.