Building on the last two years’ success, the PAD (pre-authorized debit) Increase initiative is back!
With the cost of living continuing to rise, now is the perfect time to review your clients’ savings strategies and take a simple step that can make a real difference.
Build momentum with your list in secure messaging
Over the past few days, lists have been sent via secure messaging to advisors with clients who:
- Have not increased their regular RRSP, TFSA, RESP or non-registered contributions since 2023
- Have not maximized their regular FHSA contributions since opening their account
Increasing automatic contributions is a simple, accessible step that delivers long-term value, helping your clients stay on track with their financial goals.
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The toolbox is your secret weapon to help you shine in your advisory role:
We will be planting the seed by sending these clients a targeted email. |
Now, it’s your move!
By proactively reaching out to your clients, you’re offering them more than just support: you’re offering concrete solutions to help them achieve their savings and retirement goals.
1 See the summary table to find out all about making changes online.
