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Sales resources > Investments > Solutions and Advisor publications

Advisor Quick Reference Guide

Published every January, this resource provides the latest facts and figures pertaining to wealth accumulation, generating income and tax planning to help you when meeting with clients.

Inside you will find:

  • Tax charts, tables and tax planning information
  • Market history charts
  • Overview of various investment product categories
  • Illustrations of general financial principles

Go to Advisor Quick Reference Guide online

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Order print copies
Print copies of the Advisor Quick Reference Guide can be ordered via CustomPoint. (They are also available with the February edition of Investment Executive.)

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Advisor Quick Reference Guide cover image

2019 Advisor Quick Reference Guide - MK1734E

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