早晨8:30,伊森——一个加拿大理财顾问,来到位于多伦多的社区街道边的办公室。他打开电脑,翻阅着当天的市场动态及汇率利率的变化。此时,总公司的分析人员传来了一些针对特殊顾客的投资建议。其中一份是针对客户史密斯夫妇的,建议他们将快要到期的定期存款投入到面向中国和环球投资的基金中。伊森浏览了史密斯夫妇 At 8:30 am, Ethan, a Canadian financial advisor, comes to the office on the side of a community street in Toronto. He turned on the computer, read through the day’s market dynamics and exchange rates and interest rates change. At this point, the company’s analysts came a number of investment advice for special customers. One of them is for the client’s Smiths and advises them to invest their maturing time deposits into funds for Chinese and global investments. Ethan toured the Smith couple