Planning and Advice

How to attend a client’s wedding

You’ve watched from afar as your client’s children grew up. Now, the client’s eldest son is getting married. You’re invited to the wedding—a white-tie affair at a five-star hotel. Here’s how to fête the happy couple without a fret. Though the invite may have come as a surprise, you should attend, says Todd Peters of […]

By Jessica Bruno |October 7, 2016

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

Planning and Advice

Client confidential: Saima Naz

Occupation principal at iLearn DL Secondary School City Surrey, B.C. Age 34 I’ve been investing for: 10 years Investable assets: more than $250,000 How long I’ve had an advisor: 10 years New beginnings I immigrated from Lahore, Pakistan to Montreal in grade two, and then moved to Surrey, B.C. a few years later. I started […]

By Suzanne Sharma |October 7, 2016

3 min read

Planning and Advice

Clients need confidence boost from advisors

If your clients are confident in their financial skills, they’re more likely to seek your help. That’s the conclusion of a York University study completed last year, which reveals financial stress alone is not enough to motivate someone to seek financial help. Instead, self-efficacy — a client’s belief in their ability to succeed — predicts […]

By Staff |October 6, 2016

2 min read