Preparing for Client Meetings in Q1 2026
We hope you had an enjoyable holiday season and wish you a successful and prosperous 2026.
Each year, January marks the beginning of RRSP season. Start your 2025-2026 RRSP campaign by encouraging your clients to top up their RRSPs.
The beginning of a new year is also the time when many start preparing their annual tax return. Below are some resources and tools you may find useful during client meetings over the next quarter:
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:
Market valuations have improved, but the potential for volatility persists due to the ongoing tariff uncertainty, compounded by high inflation and elevated interest rates.
It remains very important to communicate regularly with your clients about the ongoing market uncertainty and the impact this has on investments.
Globally, interest rates have begun to fall, but they remain historically high and continue to dampen market activity. A solid positive message you can share is that history shows there are investment opportunities in every economic environment.
Here are some ideas on how you can help your clients in the current market:
After receiving their Q4 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 another competitor promising better returns.
Here are some resources to share with your clients when discussing current market conditions: