RRSP - Letter Template
Month xx, AAAA
Mr. Joe Investor/Ms. Jane Investor
123 Main Street
City Province Postal code
Dear Mr. Investor:
Dear Ms. Investor:
Subject: It's time to contribute to your RRSP!
At this time of the year, I like to remind my clients about the importance of contributing regularly to their RRSPs.
Your RRSP investments entitle you to tax advantages that help your retirement income grow. They can also be used to finance the purchase of your first home or to go back to school.* Whatever your plans may be, make your RRSP an essential part of your savings strategy!
As life spans continue to increase and the future of government pension plans remains uncertain, it's never too early or too late to top up your savings plan.
As your financial security advisor, my job is to help you with your financial planning and protect your retirement income so that you can maintain your standard of living. Together we can make sure your plan keeps pace with your needs and determine how to maximize your tax return.
Remember that the RRSP contribution deadline is Monday, February 29, 2016. You can make an appointment with me today by calling XXX-XXX-XXXX.
I appreciate your trust and look forward to meeting with you soon to discuss in greater detail strategies tailored to your situation.
Sincerely,
Your professional signature should include all your business card information
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* Under the Home Buyers' Plan and Lifelong Learning Plan. To use your RRSP savings for either of these purposes, you must satisfy the conditions of these plans.
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