Articles

Guiding Clients Beyond Stock-Market Bets

Investment advisors John Sanchez and Nancy Nicol talk with Wealth Professional about trends affecting Canadian investor behaviour and how advisors should step in.

Exploring the Universe of Financial Planning

Clients have different asset and income profiles, and they all have different financial objectives. To satisfy those who need more than out-of-the-box financial advice, an investment advisor needs out-of-this-world thinking skills. That’s what clients can expect from John Sanchez – and he’s got a degree to prove it.