The investment industry wants to play a bigger role in dealing with funds generated by immigrant investors
Connecting with various ethnic communities
Lionel Laroche, the owner of Markham, Ont.-based MultiCultural Business Solutions, provides practical tips about connecting with clients in our era of cultural diversity. Laroche explains why advisors should pay attention to differences in risk aversion, English proficiency and soft skills. He spoke at the Financial Planning Vision 20/20 Symposium in Toronto.
Lynette 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 […]
There is a huge range in the financial needs of recent immigrants. How to find the best ways to help
Identifying the right community for you is key
Moving to a new country is stressful. Financial advisors can help smooth the transition
Branches will have the capability to assist clients with their financial needs in up to 180 languages
Be sure that you can cater to the three different types of immigrant clients that you’ll encounter