Preparing for Client Meetings in Q2 2026
With the arrival of spring, the days are growing longer and warmer—and there’s a renewed sense of optimism in the air.
Spring also ushers in tax season, so you can expect to field questions from your clients about tax-related issues.
To support you during client meetings, we have updated several helpful tax resources:
Your personalized website contains many other articles on education planning that you can share with clients and prospects. Visit the E-Learning Centre to see what's available.
(Note: We’re constantly expanding our content library—and we're always on the lookout for fresh angles and new topics to cover. Got an idea for an article? We’d love to hear from you!)
Other resources you may find helpful for client meetings include:
Globally and in Canada, market valuations have improved, but the potential for heightened volatility remains due to geopolitical tensions, tariff wars and high energy prices.
Across the G7, interest rates have been dropping, but most central banks are currently in pause mode due to the global risks.
Given this background of uncertainty, proactive communication is essential to help clients understand the potential effects on their investments and what strategies can best safeguard their wealth.
A solid positive message you can share is that history shows there are investment opportunities in every economic environment.
Here are some ideas for helping your clients in the current market:
After receiving their Q1 statements, your clients may have questions about their portfolios.
Take charge by having frank conversations and offering options. This is exactly where your expertise and cool head become your value-add to the relationship.
Your clients are looking for guidance, and it's essential that you are their source, not the Internet or a competitor promising better returns.
Here are some resources to share with your clients when discussing current market conditions: