Financial Planning

Planner: Pamper new parents

Your client is having a baby and you want to send something to mark the milestone. Family and friends will cover the obvious gifts, including clothing, toys and furniture, so try these ideas.

August 18, 2015

2 min read

Financial Planning

Presentation: There’s more to education savings than RESPs

To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to save for a child’s education.

August 18, 2015

2 min read

Financial Planning

Worksheet: Children and your estate plan

Give this worksheet to clients who are planning for their legacies.

August 18, 2015

2 min read

Financial Planning

How to give money to grandchildren

A well-structured will or trust can change your grandchild’s life

By Staff |August 13, 2015

4 min read

Financial Planning

4 ways to get clients talking about insurance

July 30, 2015

1 min read

Financial Planning

Presentation: Which type of life insurance suits you best?

For easier meeting prep, we’ve developed these slides on determining which type of life insurance is best for your client.

July 30, 2015

3 min read

Financial Planning

Planner: 8 insurance tips for visitors to Canada

Here are some points to raise with clients whose visitors may overlook the need to purchase travel insurance.

July 30, 2015

2 min read

Financial Planning

University bound: Residence or off-campus?

If you have kids attending university, one of the key decisions is whether they should live on or off campus.

By MoneySense |July 30, 2015

1 min read

Financial Planning

Do you need to update your estate plan?

If you answer yes to any of these questions, it might be time to revamp your plan

By Elaine Blades |June 19, 2015

3 min read

Financial Planning

您需要更新遗产计划吗？

Do you need to update your estate plan?

By Elaine Blades |June 19, 2015

1 min read

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