As you know, clients with an RRSP, a locked-in RRSP or a LIRA contract must convert their contracts to a retirement income contract (RRIF or LIF) before the end of the year in which they turn 71.
Don't forget to register for this major event that is approaching fast!
Did you know that the segregated funds portal has over 50 marketing documents and tools to help you sell segregated funds?
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients.
With the Prestige family grouping, give your clients access to a significant reduction in fees.