Planning and Advice

Print this package: Do not call (DNC) Fallback Image Decorative pattern

Planning and Advice

Print this package: Do not call (DNC)

In our recent Compliance roundup special report, we review a number of recently implemented initiatives that affect your practice, such as the Canadian Radio-television and Telecommunications Commission’s (CRTC) move to start regulating telemarketers. This legislation affects advisors and will have a significant impact on the average advisory practice. If you’ve had a chance to peruse […]

By Staff |November 13, 2008

2 min read

To Clients: The year in review Fallback Image Decorative pattern

Planning and Advice

To Clients: The year in review

As we near the end of 2008, it’s a good idea to touch base with your clients, review the events of the year, thank them for their business and send along your warm wishes for the holiday season. To help you get started, we’ve created this customizable letter. Dear [Client’s name], As 2008 draws to […]

By Staff |November 11, 2008

3 min read

Print this package: Compliance roundup Fallback Image Decorative pattern

Planning and Advice

Print this package: Compliance roundup

In October we did an inventory of compliance stories on our site and pulled together some of the best we could find. The package is available here for you to print, in regular and LARGE PRINT formats, if you’d like to take it with you or save it to your computer for easier future reference. […]

By Staff |November 6, 2008

1 min read

To Clients: Tax deadlines are looming Fallback Image Decorative pattern

Planning and Advice

To Clients: Tax deadlines are looming

Clients are often busy shopping for holiday gifts in December, so why not send them a letter reminding them that buying presents isn’t the only thing that needs to get done by the end of the year. This template letter explains to clients a few of the tax-related things they need to do before they […]

By Staff |November 3, 2008

2 min read