Advisor to Client

Don’t fear risk — hedge it

If you react to a market downturn by wondering where the buying opportunities are, there are lots of options for building a portfolio.

By Jessica Bruno |August 26, 2015

3 min read

Planner: Pamper new parents

Your client is having a baby and you want to send something to mark the milestone. Family and friends will cover the obvious gifts, including clothing, toys and furniture, so try these ideas.

August 18, 2015

2 min read

Presentation: There’s more to education savings than RESPs

To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to save for a child’s education.

August 18, 2015

2 min read

Worksheet: Children and your estate plan

Give this worksheet to clients who are planning for their legacies.

August 18, 2015

2 min read