Home Advisor to Client Investing Page 3
Advisor to client

Latest news in Investing

Presentation: Myths about hedge funds

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to educate clients about the myths of hedge funds.…

  • November 2, 2015 November 2, 2015
  • 00:00

Presentation: 5 types of hedge funds

To make it easier for you to prepare meeting materials, we’ve developed these slides about the 5 types of hedge funds. The presentation is in…

  • November 2, 2015 November 2, 2015
  • 00:00

Presentation: Primer on private equity

To make it easier for you to prepare meeting materials, we’ve developed these slides about primer on private equity. The presentation is in a Word…

  • November 2, 2015 November 2, 2015
  • 00:00

Presentation: Use mortgage investments to diversify

To make it easier for you to prepare meeting materials, we’ve developed these slides on how to use mortgage investments to diversify. The presentation is…

  • November 2, 2015 November 2, 2015
  • 00:00

Conversation Starter – Tax and estate issues with stock options

Ask your client, “Have you considered the tax implications of your stock options?”

  • October 26, 2015 October 26, 2015
  • 00:00

Should you invest in ethical trusts?

If you're a trustee, ensure you have the mandate to establish ethical investment principles

Conversation Starter – Using whole life insurance

Ask your client, “Did you know you can use insurance to invest in the market?

  • October 17, 2015 October 17, 2015
  • 00:00

般投资术语

Glossary of common investment terms

  • By: 员工
  • October 16, 2015 October 16, 2015
  • 00:00

Glossary of common investment terms

Learn what common words mean.

  • By: Staff
  • October 14, 2015 October 14, 2015
  • 00:00

Action Idea – Interest rates and REITs

Have a client concerned about rising interest rates and how they affect his investments? Try this tip.

  • October 14, 2015 October 14, 2015
  • 00:00

Action Idea – Prepare for interest rate risk

Have a client considering a mortgage? Try this tip.

  • October 14, 2015 October 14, 2015
  • 00:00

Conversation Starter – Prepare for interest rate risk

Ask your client, “Have you considered what happens to your mortgage and investments when interest rates change?”

  • October 14, 2015 October 14, 2015
  • 00:00

What is an RRSP?

An RRSP is an account that helps you save money for the period after you stop working permanently.

How a stock split affects your portfolio

Understand what a company's decision to split stock means for your portfolio

Government bonds for safety

With interest rates so low, Canadian and U.S. government bonds have lost their lustre among yield-hungry investors. But these bonds should still have a place…

  • By: Staff
  • October 2, 2015 July 17, 2018
  • 00:00

Look to the U.S. for higher yields

Most of the action in the high-yield bond space is in the U.S., and the market’s in great shape for yield-hungry investors.

  • By: Staff
  • October 2, 2015 July 17, 2018
  • 00:00

More yield, low risk with muni bonds

Looking for better bond yields, but don’t want the added risk of corporates?

  • By: Staff
  • October 2, 2015 October 2, 2015
  • 00:00

Tips when investing in rental property

Being a landlord takes diligence, a long-term plan and a steady cash flow

何为注册退休储蓄计划（RRSP）？

What is an RRSP?

सामान्य निवेश शब्दों की शब्दावली

Glossary of common investment terms

  • By: Staff
  • September 23, 2015 September 23, 2015
  • 00:00

ਨਿਵੇਸ਼ ਦੀਆਂ ਆਮ ਮੱਦਾਂ ਦੀ ਪਾਰਿਭਾਸ਼ਿਕ ਸ਼ਬਦਾਵਲੀ

Glossary of common investment terms

  • By: Staff
  • September 23, 2015 September 23, 2015
  • 00:00

Conversation starter – Get clients to consider fixed income

Here are tips for kicking off conversations about bonds, based on some archetypal clients you likely have within your book.

  • September 22, 2015 September 22, 2015
  • 00:00

Presentation: Government bonds for safety

To make it easier for you to prepare meeting materials, we’ve developed these slides on how government bonds provide safety.

  • September 22, 2015 September 22, 2015
  • 00:00

Conversation Starter – High-earning spouses-to-be

If your client is getting married, ask him, “Have you considered how to merge assets with your new spouse?”

  • September 22, 2015 September 22, 2015
  • 00:00

2015 Election economic glossary

Election-speak can sound like gibberish. We’ve cut through the election rhetoric to help you understand what politicians are saying about Canada’s economy.