Financial Planning - Prepare a Will or Living Trust

New Year, new you By Wendy Cuthbert
from InvestmentExecutive.com December 2006

Each year, advisors need to know how many new clients they have, whether all clients have been through their annual reviews and whether all clients fit into the advisors' evolving business models, she says.

For Mimi Tang, a CFP, chartered life underwriter and chartered financial consultant, launching her own business, Mimi Tang Wealth Management & Consulting Ltd., two years ago in West Vancouver meant that she had to rethink just how many clients she wanted. "I scaled down my clients to be more focused", she says.

In the past, she had relied on mutual funds for her clients, so she was able to manage a 350-client roster. But these days, she spends her days picking and choosing stocks and bonds, so she prefers to work with a smaller client base.

She's hoping to get to the point at which she manages $1 million per client. As a grandmother of three who has been in the business for 25 years, Tang is more interested in finding balance in her life. "I am trying to take it easy", she says.

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Please note: Ms. Mimi Tang, offers financial planning and insurance services as an independent representative, under Mimi Tang Wealth Management and Consulting LTD. and these services are offered independently of PEAK Securities.

PEAK Securities inc., an IIROC registered, full service investment broker, limits its responsibility to investment products such as stocks, bonds, and mutual funds. PEAK Securities inc. is a member of the Canadian Investor Protection Fund.

Call Mimi Tang at 604-566-9998 or email mtang@peakgroup.com
for financial planning in Vancouver, British Columbia, Canada.