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  • Homepage
  • Investment Loan
  • Segregated Funds
  • Investment Accounts
    • Tax-Free Savings Account (TFSA)
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Read more about the article Advisor Strategy: 7 Ways to Sell Life Insurance to Gen Z and Stop the Legacy Pitch | AiF Advisor
The Advisor Toolkit

Advisor Strategy: 7 Ways to Sell Life Insurance to Gen Z and Stop the Legacy Pitch | AiF Advisor

Guide for advisors: Shift Gen Z life insurance pitch from legacy to lifetime value and financial foundation. Focus on empathy, education, and countering finfluencer advice.

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December 10, 2025
Read more about the article The Advisor Toolkit: 5 Dos and Don’ts for Serving Clients in Uncertain Times | AiF Advisor
The Advisor Toolkit

The Advisor Toolkit: 5 Dos and Don’ts for Serving Clients in Uncertain Times | AiF Advisor

Guide for advisors: Use economic uncertainty to shine by following 5 steps (Ask, Drill Down, Adjust) and adhering to Client-Focused Reforms to protect your licence.

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December 9, 2025
Read more about the article 7 Ways to Build Your Book: Attracting and Serving Millennial and Gen Z Clients | AiF Advisor
The Advisor Toolkit

7 Ways to Build Your Book: Attracting and Serving Millennial and Gen Z Clients | AiF Advisor

Advisors' guide to growing business with young clients. Focus on customizing contact, understanding cashflow, and providing conflict-free advice to Gen Z and Millennials.

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December 9, 2025
Read more about the article 6 Conversation-Starters for Advisors to Engage Millennial and Gen Z Clients | AiF Advisor
The Advisor Toolkit

6 Conversation-Starters for Advisors to Engage Millennial and Gen Z Clients | AiF Advisor

Advisors must adjust client intake questions. 6 new conversation-starters help connect with Millennial/Gen Z clients who use finfluencers, focusing on values before assets.

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December 9, 2025

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