CHIP Insider

Get insider knowledge on the untapped Canadian 55+ market and tips to help them finance the retirement they’ve always wanted.

October 13, 2022
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Consumer Insights

Top 5 Takeaways from the Pattie Lovett-Reid Webinar

On September 29th, 2022, HomeEquity Bank held a webinar fireside chat with Chief Financial Commentator, Pattie Lovett-Reid and Executive Vice President...

May 18, 2023
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Advice

Helping Your Clients Stay in the Home They Love in Their Golden Years

As the boomers age, the urgency has increased around developing a plan to fund retirement. There is tremendous fear and concern...

April 11, 2023
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Advice

Help Your Clients Avoid Mistakes This Tax Season

Tax season can be a stressful time for many Canadians as filings can be overwhelming and complicated, especially for those facing...

March 14, 2023
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Best Practices

The Importance of Power of Attorney in Financial Planning Discussions

A power of attorney (POA) is one of the most important yet dreaded documents your client may ever have to sign....

March 7, 2023
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Best Practices

Learn How to Strengthen Relationships and Attract Prospects Using Social Media

Social media has become an essential marketing tool in the financial services sector. From mortgage brokers to wealth advisors, financial professionals...

February 21, 2023
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Best Practices

The Benefits of Exploring Home Equity Options for Your Retired Clients

Even in the best economic environments, your clients may have trouble funding their retirement. But, with high inflation, market volatility, and...