Allan Tong

Economic Indicators

‘The China Hustle’ reveals shell company scandal

New documentary shines spotlight on reverse mergers

By Allan Tong |April 2, 2018

3 min read

Advisor's Edge

Help clients handle child custody

Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]

By Allan Tong |November 14, 2017

9 min read

Life

Why mortgage life insurance may not be the best bet

For coverage and cost, clients can probably do better

By Allan Tong |November 9, 2017

3 min read

Planning and Advice

Help a client whose child was arrested

Scenario: The Morneaus* are in a fix. Their 18-year-old daughter, Sarah, has been arrested for public intoxication. She smashed a store window in downtown Winnipeg one Saturday night, but luckily no one was hurt. Understandably, the Morneaus are anxious and confused. They call you for help. What do you tell them? *This is a hypothetical […]

By Allan Tong |October 13, 2017

5 min read

Planning and Advice

Renovations so clients can age in place

Scenario Calgary retirees Dolores and Remus Aquino, aged 67 and 70, have lived in their spacious two-storey home for the last 30 years. They have no plans to leave, but some of their younger friends are already having trouble climbing stairs. The Aquinos have thought about renovating their home to age in place, but have […]

By Allan Tong |May 12, 2017

6 min read

Risk Management

Renovate your home for aging in place

Cost considerations for aging at home

By Allan Tong |May 8, 2017

2 min read

Living Benefits

Advise clients on insurance in unstable countries

Three experts weigh in

By Allan Tong |April 13, 2017

5 min read

Planning and Advice

Advise clients wanting to join boards

Helen Lee* has been asked to be a director of Wynn Energy, a publicly traded company based in Ontario that generates and sells wind power. While she’s an energy expert, Helen has never been a director on a public board. She currently holds more than $500,000 in investments in other energy companies (mostly oil) and […]

By Allan Tong |April 10, 2017

6 min read

Planning and Advice

How to apply for TN status to work in the U.S.

Jennifer is an engineer who has been working at a Vancouver firm part-time while caring for her ill father. But her dad recently died and she’s ready for a full-time position. At a convention, Jennifer strikes up a conversation with the CEO of an engineering company in Portland, Ore. The CEO is so impressed that […]

By Allan Tong |October 7, 2016

6 min read