Check out our special topic spotlights

Use the articles and action items from all of our special packages to better connect with your clients.

By Staff | June 8, 2015 | Last updated on June 8, 2015

1 min read

Financial Planning

Education savings options

Help clients cut down debt

Help clients manage through a divorce

Help business owners sell their companies

Help business owner clients structure holdings

Help clients plan their estates

Help clients craft meaningful legacies

Help snowbird clients migrate south

Help clients understand how you’re paid

Wedded bliss starts with financial candour

When clients are done with 9 to 5

Investing

Help clients understand active share

Helping newer investors

Help clients understand ETFs

Help clients maximize peak earnings years

A closer look at real estate investments

Tax

Tax-saving strategies

Tax-saving strategies for clients

UPDATED: Tax deductions start with planning

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.