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 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 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 that’s accessible at all times and will help reduce their financial anxiety.
- Pay off bad debts and lighten the burden of financial commitments.
- Take out insurance to protect their finances in the event of a disability or critical illness.
Your clients may also want to spoil themselves a little. It’s all about balance!
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