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How proactive estate planning can help minimize your loved ones tax burdens

Estate planning requires assessing which financial products can help maximize what your loved ones receive and minimize tax burdens, including probate fees

Strategies to build a better understanding for proactive estate planning

Estate planning requires assessing which financial products can help maximize what your loved ones receive and minimize tax burdens, including probate fees

Advisors find new ways to connect with prospective clients

The Globe and Mail Audrey Carleton Published April 1, 2021 metamorworks/iStockPhoto / Getty Images When Stephanie Douglas and Paul Harris launched Toronto-based Harris Douglas Asset Management two years ago, they did so with a digital-first mindset, striving to grow their client base by building an online following. So, when the world moved onto the internet at the start of the COVID-19 pandemic, they didn’t have to change many of their methods for finding new clients. “Although Zoom was very new for us,” she says, “we’d already started on the whole digital marketing piece.” Nevertheless, Ms. Douglas says she and Mr. Harris started increasing their communication efforts, such as the frequency of posts on their e-mail newsletter, sending their existing base of followers relevant stories on the financial pressures of the pandemic. Their readership took off.

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