Planning and Advice

Tap new client pools to make your mark Tap new client pools to make your mark

Planning and Advice

Tap new client pools to make your mark

A young advisor Brandon explains how caters to a niche audience

By Katie Keir |October 7, 2016

3 min read

How to attend a client’s wedding Fallback Image Decorative pattern

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

How to apply for TN status to work in the U.S. Fallback Image Decorative pattern

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

Client confidential: Saima Naz Fallback Image Decorative pattern

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