For Your Clients – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 12 Nov 2019 00:33:58 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png For Your Clients – Investment Executive https://www.investmentexecutive.com 32 32 How to help clients approach global credit markets https://www.investmentexecutive.com/brand-knowledge_/td-asset-management/how-to-help-clients-approach-global-credit-markets/ Wed, 28 Nov 2018 14:30:37 +0000 https://www.investmentexecutive.com/?p=359516 Help clients learn about the opportunity in the global bond markets and the important role of independent research when investing in complex fixed income instruments.

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]]> How to manage common investor behaviour pitfalls https://www.investmentexecutive.com/brand-knowledge_/td-asset-management/how-to-manage-common-investor-behaviour-pitfalls/ Thu, 22 Nov 2018 17:35:59 +0000 https://www.investmentexecutive.com/?p=359507 Help your clients understand some of the most common investor behaviour blinds spots, and provide strategies to avoid them.

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]]> Create an actionable financial plan with your female clients https://www.investmentexecutive.com/brand-knowledge_/td-asset-management/create-an-actionable-financial-plan-with-your-female-clients/ Tue, 20 Nov 2018 17:25:00 +0000 https://www.investmentexecutive.com/?p=359491 Help your female clients link their personal story and goals with an actionable financial plan. Use this powerful tool to pave the way for a broader financial planning discussion.

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]]> How to start the conversation with your female clients https://www.investmentexecutive.com/brand-knowledge_/td-asset-management/how-to-start-the-conversation-with-your-female-clients/ Tue, 13 Nov 2018 17:14:00 +0000 https://www.investmentexecutive.com/?p=358187 Help your clients understand some of the unique challenges women face on the path to financial security.

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]]> Planning for boomerang kids https://www.investmentexecutive.com/tools_/for-your-clients/planning-for-boomerang-kids/ Mon, 08 May 2017 21:45:00 +0000 https://www.investmentexecutive.com/uncategorized/planning-for-boomerang-kids/ If your adult children return home, you will need a plan to help them get back on their feet. That process begins with having an adult-to-adult conversation

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]]> Paying down your mortgage https://www.investmentexecutive.com/tools_/for-your-clients/paying-down-your-mortgage/ Mon, 24 Apr 2017 21:45:00 +0000 https://www.investmentexecutive.com/uncategorized/paying-down-your-mortgage/ You can shave thousand of dollars off mortgage interest costs if you boost monthly payments or make an extra lump-sum principal payment

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]]> Hosting travellers at home https://www.investmentexecutive.com/tools_/for-your-clients/hosting-travellers-at-home/ Mon, 10 Apr 2017 21:45:00 +0000 https://www.investmentexecutive.com/uncategorized/hosting-travellers-at-home/ Renting out a spare bedroom for a short term may seem like a great way to earn extra cash, but there are a number of financial issues to consider

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]]> Easing the pain of divorce https://www.investmentexecutive.com/tools_/for-your-clients/easing-the-pain-of-divorce/ Wed, 05 Apr 2017 15:15:00 +0000 https://www.investmentexecutive.com/uncategorized/easing-the-pain-of-divorce/ Marriage and cohabitation agreements can protect each partner’s financial situation should the relationship break down

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]]> How to ask for a raise https://www.investmentexecutive.com/tools_/for-your-clients/how-to-ask-for-a-raise/ Tue, 24 Jan 2017 19:45:00 +0000 https://www.investmentexecutive.com/uncategorized/how-to-ask-for-a-raise/ Be prepared to mount a strong case that you deserve more money. And don’t get emotional when discussing money with your employer

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]]> Insolvency: Starting over https://www.investmentexecutive.com/tools_/for-your-clients/insolvency-starting-over/ Mon, 09 Jan 2017 22:00:00 +0000 https://www.investmentexecutive.com/uncategorized/insolvency-starting-over/ If your debts are overwhelming, there are a couple of ways to get your financial life back in order. And the sooner you take action, the better

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