AE May 2017

May 2017

Melissa Shin

Remove one conflict, create another?

Pitfalls include improperly serving notices and breaching privacy

Industry News

Remove one conflict, create another?

In the first 10 minutes of a meeting, your client says: “I’ve been gardening. I make and can my own dilly beans, and they’re so…

Pitfalls include improperly serving notices and breaching privacy

Conversations

Do you use referral arrangements with outside experts like lawyers or accountants? Dave Lee senior wealth advisor, Scotia Wealth Management, White Rock, B.C. Yes, I…

You and a client share a love of the ocean and sea creatures. Now, he’s invited you and your significant other to his condo in…

Occupation Landlord and renovator City Thunder Bay, Ontario Age 57 I’ve been in property: Since my late 20s I plan to retire: Never. I love…

Estate Planning

Client profile Emily Salvatore, 29, and Nicole Franken*, 30, have been friends for two decades. Both women save about $9,000 of the $50,000 they make…

Katie Keir

Four advisors share how they grow interest in ESG analysis and investing

Market Insights

Four advisors share how they grow interest in ESG analysis and investing

But are the risks worth it?

It's not the 1990's. How three advisors manage expectations.