Preparing for Client Meetings in Q3 2026
Following a particularly cold winter and sluggish spring, summer has arrived and is in full swing. We hope the season provides you with meaningful opportunities to slow down, enjoy the warm weather and spend time with family and friends.
Every year at this time, home buying interest picks up. If you have clients in the market as buyers or sellers, this is an ideal opportunity for you to add value to your services. You can help them navigate the process, including by guiding them to the best mortgage options and top lenders for their specific needs.
After several years of mortgage rate volatility, Canada has entered a period of interest rate stability, with the Bank of Canada holding its key rate steady at 2.25% for five consecutive rate announcements. Your personalized Wealth Guide features an article discussing what this means for mortgages:
This article could serve as a conversation starter and a helpful resource during client meetings.
Other resources you may find helpful for client meetings this quarter include:
Additionally, your personalized website features helpful articles on a wide range of investing topics that you can share with clients and prospects.
Visit the E-Learning Centre to explore the available resources. We are continually adding new content and updating existing content—and we welcome your suggestions for new topics we should cover.
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 Q2 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: