Use the content below when communicating with your clients.
Hi (Client First Name),
I hope you’re as excited for the holidays as I am!
I just wanted to connect and remind you that after the holidays, tax season will be fast approaching. And after speaking with our valued mortgage broker (insert agent name) from Pineapple, I wanted to reach out and see if you have any unused RRSP contribution room available?
Maximizing your RRSP can help you save on taxes this year and receive a higher refund in the spring. That refund can then be used to pay down your mortgage faster, renovate your home to increase the value, contribute to a down payment for another purchase, among other things.
With mortgage interest rates still near historic lows, this presents a great opportunity for you to save money, build wealth and get a head start on your retirement today.
Are you interested in connecting with them to see if this strategy might be right for you?