Take advantage of early appointment bookings!
The busiest season of the savings year is coming, which is why we’re encouraging you to get a head start and secure your existing clients' RRSP and TFSA contributions now. That way, you’ll avoid the appointment rush in January and February!
Your promotional campaign rolls out on December 15. Are you ready?
- New impactful visual style
- Dynamically targeted digital campaign
- Client contest with a $5,000 prize to make your approach easier
- And more!
Stay tuned!
