Client Development Resources
Connect with your clients
As a CA, clients count on you to provide them with the best possible advice in every situation. Designed to enhance and reinforce your reputation as their trusted business partner, the CICA’s Client Development Resources provide valuable information on specific topics that are of interest to your clients. Cost-effective, and easy-to-understand, these handy guides make it easy for you to connect with current and prospective clients and provide them with a framework that will help them work with you on the issues that matter.
The Personal Tax Planner Guide*
Provides clients with pertinent tax planning strategies for the current tax year.
The Personal Automobile Log*
Helps clients keep complete and accurate records to support their automobile expense claims.
The Registered Charities Guide
Provides an introduction to registered charities in Canada and the rules that govern them.
The Family Trust Guide
Introduces clients to family trusts, and how they can help them achieve their financial goals in both tax and estate planning.
A Parent's Guide to Raising Money-Smart Kids
A practical client guide designed to help parents explain to kids the importance of learning about money.
Ask your sales representative about personalization – it’s only available until September 24, 2012! Contact a representative near you at 1-855-769-0905 or email@example.com.
* Covers personalized with your firm’s name and contact information are available on The Personal Tax Planner Guide or The Personal Automobile Log until September 24, 2012 and ship October 2012. Minimum order for personalization is 100 copies per publication. Log in at CAstore.ca for discounted member pricing.