Advisor to Client

Conversation starter – Dealing with identity theft

Need to break the ice with clients about identity theft?

December 13, 2013

1 min read

When retirement plans change

Even the most careful retirement planning is sometimes no match for real life. Here’s how to re-group.

By Lisa MacColl |December 12, 2013

4 min read

Conversation starter – Dispute an unfavourable tax assessment

Need to break the ice with clients about disputing their tax assessment?

December 11, 2013

1 min read

Conversation Starter – A cautionary charity tale

Ask your client, “Have you made any unusual donations this year?”

December 11, 2013

1 min read