How to use your website as a tool

There’s so much more to having a website, once you figure out the “marketing the services” and “what you do” piece, we challenge our advisors to think of using their website as a tool.

Five reasons for an RRSP

Five reasons for an RRSP- A last minute marketing kit to make the most out of your RRSP Season.

Family Day and Valentine Day’s posts

With a few upcoming holidays, this is a good time to show that financial advisor isn’t all about “finances” which is why we’ve created the following free social media posts about Valentine’s Day and Family day.

Writing your biography (for advisors!)

What? I have to write a bio about myself as a financial advisor? Where do I start?

RRSP Deadline is March 1, 2018. How much tax can you save?

RRSP Deadline: March 1, 2018

The deadline for contributing to your Registered Retirement Savings Plan (RRSP) for the 2017 tax filing year is March 1, 2018. You generally have 60 days within the new calendar year to make RRSP contributions that can be applied to lowering your taxes for the previous year.

If you want to see how much tax you can save, enter your details below!

RRSP Tax Savings Calculator

We’ve created a straightforward RRSP Tax Savings Calculator that you can embed on your website.

Strategic Planning for Financial Advisors

The beginning of the year is an ideal time to work “on” the business, but sometimes it’s difficult to get started. Download your strategic planning template.

RRSP campaign

Many advisors head into RRSP season with little or no planning, usually in late January, when most clients and prospects start asking about RRSPs because it’s all over the media. Download your free RRSP Campaign kit.

CLU Comment: Tax Assessments & Reassessments

The Canadian tax system is based on a self-assessment or honour system, requiring every taxpayer to file an
annual income tax return with the Canada Revenue Agency (CRA), which sets out income earned, eligible expenses, deductions and credits