Navigating the 2024 Economic Landscape with Insightful Perspectives and Forecasts from Pattie Lovett-Reid

Bank of Canada’s MoveTiff Macklem, the Bank of Canada governor, is becoming as well-known as a rockstar. We hang on to his every word, look for clues in the commentary, and hope our economy is heading towards a recovery. Why? Because for so many, our financial livelihood depends on it. The Bank of Canada did… Continue reading Navigating the 2024 Economic Landscape with Insightful Perspectives and Forecasts from Pattie Lovett-Reid

Reverse your thinking on reverse mortgages and help your clients supplement their income by PLR

For a long time, reverse mortgages have lurked in the shadows of misconception, creating uncertainty among both consumers and financial professionals in the mortgage industry. I used to share in this skepticism, even voicing my concerns about reverse mortgages on national television. However, as I delved deeper into the nuances of this financial tool, I… Continue reading Reverse your thinking on reverse mortgages and help your clients supplement their income by PLR

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Enhancing Retirement Comfort: The CHIP Reverse Mortgage Solution for Home Renovations

For many Canadians, retirement signifies a shift towards spending more time at home, cherishing the space filled with memories. The desire to live a comfortable quality of life in retirement has driven a surge in home renovations. While renovating a home can be an exciting project, it often comes with a considerable price tag. For… Continue reading Enhancing Retirement Comfort: The CHIP Reverse Mortgage Solution for Home Renovations

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Are you the right advisor for your client?

Without a doubt, the most frequently asked question I get is: “How do I find the right advisor for me?”. That can be tough to answer because we are all different, with varying financial needs and levels of expertise. But here is what I know for sure: I want to work with someone who understands… Continue reading Are you the right advisor for your client?

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Helping your clients fund their grandchild’s education

There is so much grandparents want to pass along to their grandchildren. There are the foundational pieces in life, such as love, respect, and kindness. And while we all know these attributes can’t be bought, they are an important part of many parents and grandparents’ legacies. All grandparents want to give our grandchildren the world,… Continue reading Helping your clients fund their grandchild’s education

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Uncover new opportunities to grow your business: CHIP Open makes bridge financing easy

In a softer real estate market, savvy brokers will need to expand their product offerings to meet clients’ short-term and longer-term needs. Diversifying your lending portfolio with a broader suite of solutions can help you solve client pain points and uncover opportunities to grow your business. For instance, you may have clients aged 55+ who… Continue reading Uncover new opportunities to grow your business: CHIP Open makes bridge financing easy

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Help Your Clients Access the Equity in Their Home to Leave a Legacy

Over the years, I have had the opportunity to speak to many people about their financial and estate plans. It is rarely an easy conversation, but it is often a necessary one. One of my observations is that estate planning is so much more than simply identifying executors and passing down wealth to future generations… Continue reading Help Your Clients Access the Equity in Their Home to Leave a Legacy

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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 that they could outlive their money. In fact, some believe they will never be able to retire, while others have given up the notion altogether. This unease has always existed; however, there is a… Continue reading Helping Your Clients Stay in the Home They Love in Their Golden Years

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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 a large tax bill. This is where you come in as a trusted professional. There has been a noticeable shift in the employment landscape, with many employees and retirees migrating from a conventional 9… Continue reading Help Your Clients Avoid Mistakes This Tax Season

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Tapping into Home Equity with a Reverse Mortgage Should be Guilt-Free

The goal of becoming mortgage-free as soon as possible is a focus many of your clients strive to achieve the moment they realize the dream of homeownership. But, as you know, many outstanding expenses and debts could be powered down faster – and more economically – if your clients take advantage of their home equity… Continue reading Tapping into Home Equity with a Reverse Mortgage Should be Guilt-Free

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