CHIP Reverse Mortgage: Featured Posts
Financial Planning
Financial Recovery After Grey Divorce: Rebuilding for a Secure Future
The topic of grey divorce is increasingly important and relevant. Statistics Canada reports a significant 80% surge in grey divorce…
Consumer Insights
Four Things Your Clients Should Know About Their Retirement
Retirement marks a major life milestone, symbolizing the shift from years of dedicated work to a well-earned period of rest…
Retirement Strategies
7 Ways Clients Can Use Their Home Value to Build Wealth
When it comes to financing retirement in Canada, the analogy of a three-legged stool is often brought up. A client’s…
Consumer Insights
Options and Opportunities: Pattie Lovett-Reid’s Perspective on Financial Conversations for Couples
As advisors, it’s crucial to recognize that navigating finances as a couple can be sensitive. Money discussions often evoke feelings…
Expert Advice
Pattie Lovett-Reid’s Tax Tips: Friendly Reminders for Advisors and Clients
Tax season is upon us once again, and with it comes the flurry of paperwork and deadlines. As wealth advisors,…
Expert Advice
CHIP vs HELOC vs Downsizing: When to Know Which is Right for Your Clients
A recent research paper, released in the fall of 2023 by the Canadian Foundation for Financial Planning (CFFP) covered seven…
Retirement Strategies
How the CHIP Reverse Mortgage Can Help Canadian Retirees Consolidate Debt
Living with debt is a challenge at any stage of life, but navigating debt during retirement can be particularly daunting,…
Expert Advice
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…
Expert Advice
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…
CHIP Insights
10 Telltale Signs of a Potential CHIP Reverse Mortgage Client
Do you have clients aged 55 and above who need help to qualify for conventional lending products? It’s a common…
CHIP Insights
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…
Financial Planning
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?”….
CHIP Insights
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…
CHIP Insights
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…
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Business Building
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CHIP Insights
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Financial Planning
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Retirement Strategies
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