16 - North Shore News — Sunday, July 2, 2000 FINANCIAL planners might argue about self- regulation, professional designations and associ- ation affiliations. But what’s iniportant for you is simply their ability to help you get the most trom your money — and sleep well. ’ The Canadian Association of Financial Planners has just held its annual conference. The on-again, off-again talks Summer is here, so put your mind at ease with cur Szecial offer. ' LUBE, Oil, FILTER Check aif fluid levels and correct {/ necessary *ineludes oll & filter . Summer Super Service ‘ Tuae wp inctuding ignition systern inspection, ° paplace spark plugs, battery service, air filler service, * $ scope exping acd check sxhaust t 95+ ep on: Wr nhs on 658 (utc tet ioctiig System Service Pressure test cacliag syatem, change antifreeze, check Selts and hoses. © feclades satifresze ‘Wheel Alig iment - On the latest on Hanter alignment. machine ne providicg 2 complet generated hefore & after report 147% sa 70” 183 peraten Ava. TALKS 7195 dene. 95- fares artes {masl tere & Nght cts) West Vancouver ‘customers have been asking for a - ‘new full service financial operation for sometime ‘and this new branch is our response to their wish- . - The new CIBC ai the comet of Bellevue and 17th (the old post office property) is spacious and : ‘modern: It replaces the smaller branches at - Marine and 15th and the Dundaraye CIBC location. This sew branch employs 25 staff members and ° also includes a CIBC Imperial Service Centre which provides financial advice and financial planning © for both indivi idual customers and small business” clients. : General Manager Re Rob Malec heads 1 up this group of highly “accredited financial advisers. For : the first time in West Vancouver, experienced staff. are ‘on site to help you with any of your investments : loans, mortgages and financial planning. “What's alo new about this CIBC is that the ABM. Ms machines can dispense US cash. This is the only - bank on the North Shore where you can purchase _- US cash 24 liours a day. These machines also dis- pease | Canadian 50's, most other machines dis- pense money in $20 increments. You also have the chance to do. your banking i in. ~--English or Persian. Many of the staff at this new. - branch speak Farsi making it easy for Persian e customers to do banking in their own language. CIBC has recently in invested 2 million dollars on 524% | BUSINESS Financial advisers should suit your style about a merger of the CAFP and the fife insurance indus- try-based CAIFA (Canadian Association of Insurance and Financial Advisers) are off again. CAIFA is playing down its ChFC (Chartered Financial Consultant} qualifi- cation in favour of the CFP (Certified Financial Planner) designation as the one thar counts. However, the CAFP wants to held on to its RFP (Registered Financial Plannez). At least at the CAFP meeting pollster Douglas Hart, who carried out a sur- vey for yet another financial planning group, the Financial Planners Standards eeh wires PARAMOUNT Computers is hosting a software and hardware products seminar July 3 at the Nerth Vancouver Holiday Inn. Among the guest speakers set for 10 a.m. to noon: @ Lynn Matson, with Dick Hope and Associates, will talk about MYOB (Mind Your Own Business) accounting software; M Screna Mitchell, Specialized Digital with Micro Systems, will look at point of - sale equipment and bar code equipment; . Council (sponsors of the CFP), rose above such con- flicts to confirm what really matters: Canadians want objective advice about finan- cial products and investment strategies. They attach the greatest importance to-the ability of advisers to explain financial planning and investing sim- ply and clearly. How does your financial adviser measure up? Circle any approaches that are fack- ing, then follow up with the adviser. @ Rapport. Your adviser has to be “on the same song sheet,” as Hart put it. You both speak the same lan- guage, share at least some of B Paramount director Gary Hee, will address Microsoft Office, PowerPoint and Internet Web pages; @ John Molendyk, an instruc- tor at Capilano College, will address networks and the Windows 2000 opcrating sys- tem. Product demonstrations will be offered from 1 p.m. to 2 p.m. The event is co-spon- sored by the North Shore News. For more information call 985-9233. The Holiday Inn is located at 700 Old Lillooet Road. Computers “then North Shore i in its s branch premises “anid by the” end of this year that total will reach 3.5 milion ~ dollars in capitol expenditures. This new West Vancouver Branch will host . Grand Opening events on July 5,6, and 7. The - ribbor cutting ceremony will include West _ Vancouver Mayor Ron Wood, Senior VP of Retail - Banking Wendy. Slavin and w of Imperial Service - Kathy Lal.” os Part of the Grand Opening ceremony will oe : include the presentation of a: $50,060 donation to Lions Gate Hospital and a $2,000 cheque for West 1 7th a Balerie the basic feelings and values. The adviser understands your realities, your objec- tives. @ Attention. Your adviser focuses on you and your finances 100%. S/he spends most of your time together listening to what you have to say, to your needs and wants. B Communication. Your adviser both talks and writes in clear language. And when you do ask a question, the adviser explains clearly, with- out any condescension. M Originality. The advice is tailored to you as an individ- ual. Any boilerplate material is clearly shown as back- ground information. North Vancouver-based Sideware Systems Inc. report- ed details of customer activity at its annual gencral meeting last week. To date, signed contracts for its Dr. Bean product with 17 cus- tomers. The contracts repre- sent approximately _ $400,000 US in sales. These. results represent contracted revenue only.” Sideware is a strategic soft- ware development company: . dedicated to Web-based ‘real time customer service. eee Vancouver-based Wide — Warranty West World » Seniors Activity Centré and activi July? 7th. ; see you there: Sideware | has. @ Objectivity. The adviser - has disclosed any biases, and provides advice that’s best for vou, not for him/her. The disclosure — of how the adviser carns money based on what s/he sells you — is in writing. @ Clarity. ‘Phe adviser regu: ~. larly reviews and summarizes: >: key information in your per- sonal and financial situation © and plan. Mike Grenuby is a coluninist and independent | personal..<- financial adviser; bell answer.” questions in this column. as space allows but cannot reply personally -— contact him at mike@grenby. com and sée p vious columns at . announced June 23: the. clos: ing of a major transaction: Shareholders: authorize: the company to acquire’ ce tain assets held by Financial Corp. for. an“aggre- gate acquisition... cost: of. $2,250,000. World: .. Wide Warranty is in the’ business’ of: developing and: marketing: extended service : contracts,’ specialty insurance products and affinity programs fo: variety of clients world wid These aftermarket prodticts* and sales solutions provide. tailers, retailers,” manufa chuire and financial i methods of customer 'acqui tion and retentio: