Did you know that starting the year off on the right foot also means helping your clients take a more active role in their savings?
Take advantage of the excitement of the RRSP-TFSA campaign to offer the right tools and advice to your clients:
- Contribution tool
Help your clients be more independent thanks to the contribution tool, with which they can increase the amount of their RRSP or TFSA contributions or set up regular contributions.
Remember that regular contributions are preferred, as they help your clients reach their savings goals even faster without compromising their budget. Suggest systematic savings!
- Financial calculators
Use our Financial Calculators to illustrate the different financial scenarios for your clients. Whether it’s for their investments, tax savings, or retirement budget, these calculators allow you to better understand your clients’ reality and optimize your services as an advisor.
- RRSP calculator
Share the RRSP calculator with your clients so they can find out how much they’d need to contribute to their RRSPs based on their individual situation and retirement goals.
Also, take advantage of social media to reach out to them and share tools and advice. The Web Showcase is bursting with posts that are ready to be published, including one with a link related to our RRSP-TFSA contest!
Take the lead and contact your clients today. They have until March 1, 2022, to contribute to their RRSP and reduce their 2021 tax bill.
