Planning and Advice

Decorative pattern

Planning and Advice

To Clients: Presenting your financial plan

(May 2006) You’ve created a financial plan and are now ready to present it to your client. If you wish to send the plan to your client in advance of meeting, use this letter from the Financial Planning Practitioner’s Guide — created by the Canadian Institute of Financial Planners — as a template. This letter […]

By Financial Planning Practitioner's Guide |May 11, 2006

2 min read

Decorative pattern

Planning and Advice

Wells, Wells, Wells

(May 2006) You see a legitimate trading strategy. Your regulator sees an anomaly, and quite possibly wrongdoing. What’s your next step? If you believe the regulator has overlooked some key facts, or didn’t understand the facts it sifted through, then provide a Wells response outlining your version of events. (John Wells chaired an enforcement advisory […]

By Philip Porado |May 8, 2006

3 min read

Decorative pattern

Planning and Advice

26.99% total return if called after 2.5 years

bestLINK Protected Deposit Notes TM – Callable Class, Series 7 The Callable Class Notes offer a potential 26.99% total return, 100% principal protection at maturity, and are linked to Franklin Templeton Balanced Growth Portfolio, the most popular portfolio in our Quotential® Program. Sales tool FundSERV Code: JHN122 – 4.25% commission Available until: June 16, 2006 […]

By Staff |May 5, 2006

2 min read

Decorative pattern

Planning and Advice

To Clients/Prospects: The 2006 federal budget and your financial plan

Want to send your clients and prospects a quick note on today’s budget to show them that you’re staying current and looking out for their best interests? Send this customizable letter, which highlights a few of the measures most likely to affect investors and consumers, to help demonstrate your value. For a general budget overview […]

By Staff |May 2, 2006

3 min read