Q1 Preparing for Client Meetings (Advisor Dashboard)

After a long winter, spring has arrived with warmer weather, and spring is also tax season. 

To support your client meetings during this time of year, we have updated several resources you may find helpful:

Additionally, your personalized website has been updated to with timely tax-related information in the form of downloadable brochures and articles that you can share with clients and prospects.

Visit the E-Learning Tax Planning Centre for more information.