Individuals – Financial Tech Tools

2019 Financial Calendar

December 19, 2018/in Blog, Family, Individuals, investment, pension plan, retirees, RRSP, tax, Tax Free Savings Account /by Angelina Hung

Stay top of your mind with your clients, prospects and centres of influence for 2019. You can even co-brand this with your accountant, mortgage broker or estate lawyer.

2018 Year End Tax Tips

December 3, 2018/in Blog, Business Owners, Family, Financial Planning, Individuals /by Angelina Hung

How did 2018 fly by so quickly? It’s that time of the year again… when we’re all thinking about…TAXES… Download your year end tax tips kit!

Financial Planning Week 2018

November 5, 2018/in Blog, Business Owners, Family, Financial Planning, Individuals /by Angelina Hung

In order to help you promote Financial Planning Week, we’ve put together a free social media kit including a social schedule, social media exclusive images and of course the awesome resources from FPSC. Download your free kit!

Financial Planning Checklist for Incorporated Professionals

August 9, 2018/in Advisors, Blog, employee benefits, Estate Planning, Families, Family, Family Market, health benefits, Individuals, investment, Investments, life insurance, Mortgage, tax /by Angelina Hung

When dealing with an incorporated professional, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a professional’s financial planning.

Financial Planning Checklist for Business Owners

August 1, 2018/in Advisors, Blog, employee benefits, Estate Planning, Families, Family, Family Market, health benefits, Individuals, investment, Investments, life insurance, Mortgage, tax /by Angelina Hung

When dealing with a business owner, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a business owners financial planning.

Financial Planning Checklist

July 30, 2018/in Advisors, Blog, employee benefits, Estate Planning, Families, Family, Family Market, health benefits, Individuals, investment, Investments, life insurance, Mortgage, tax /by Angelina Hung

This financial planning checklist is client-centric and focused on their entire financial picture with the goal of having a meaningful and open conversation with client/prospect about their finances.

Life Insurance Campaign

July 19, 2018/in Blog, Business Owners, Family, Financial Planning, Individuals /by Angelina Hung

Summer time is a great time to catch up and plan for the next quarter. Many advisors head into the last quarter with little or no planning. Fortunately, we’ve put together a Life Insurance Marketing campaign to help you effectively market insurance so you have prospects ready to go in September. Download your free Life Insurance Campaign kit.

Tax Calculator

April 8, 2018/in Blog, Business Owners, Family, Financial Planning, Individuals, Sales Tools, tax /by Angelina Hung

April 30 is around the corner, a tax calculator that you can put on your website.

Spring cleaning your finances

March 25, 2018/in Blog, Family, Financial Planning, Individuals /by Angelina Hung

How did Spring break sneak up so quickly? I feel like we just started the year…

For those that are into spring cleaning.. we’ve done a little twist- “Spring cleaning your finances” article and we’ve included spring break and Easter social posts.

Enjoy the break and eat lots of chocolate!