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Tax refund | Sow the idea and reap the recognition of your clients

April 17, 2024

A large proportion of your clients have received or will soon be receiving a tax refund that they’ll be tempted to use for different needs.

Be proactive, highlight your advisory role and start a conversation with them to help them make informed choices for their financial health.

 

Tax refund - Sow the idea and reap the recognition of your clients-1

 

Here are some ideas to get the conversation started with your clients depending on their savings objectives:

  • Invest in savings plans that offer tax deductions like an RRSP or an FHSA.
  • Think about an RESP to support their loved ones’ education and get up to 30% in government grants.
  • Save in a TFSA to build an emergency fund and reduce financial anxiety.
  • Concentrate first on paying off your debts with the highest interest rate, such as credit cards or lines of credit.
  • Take out insurance to protect their finances in the event of a disability or critical illness.

 

Help your clients grow their knowledge

Promote your advisory services on the Web and help your clients expand their knowledge with these publications:

 

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Topic : Savings

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