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.
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:
- Web Showcase post
- Advice Zone articles:
- How to maximize your tax refund
- Diversification and investment opportunities - Podcast – Make the most of your tax refund
- DCA: Gradually integrating the funds market
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