In this series, Investment Executive looks at the products and services advisors can offer to the newly arrived, and profiles two advisors serving newcomers.
October 11, 2012
In this series, Investment Executive looks at the products and services advisors can offer to the newly arrived, and profiles two advisors serving newcomers.
October 11, 2012Lynette Gao has established a thriving practice serving newcomers who need help understanding Canada's system
DOUG BIEHN, A CERTIFIED financial planner with Viking Wealth Management Inc. in Humboldt, Sask., is benefiting from a surge of newcomers to his rural community, which is among the fastest-growing centres in the province. Biehn says Humboldt is experiencing rapid growth in the manufacturing and service sectors, as well as in the potash industry. This […]
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