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Spring 2017 Volume 26 Number 1 Published Quarterly by The Society of Notaries Public of British Columbia 25 YEARS Inside: Teams that Work and Why Publications Mail Agreement: 40010827
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When Reading the PDF Online click on an article or page number P U B L I S H E D BY T H E S O C I E T Y O F N OTA R I E S P U B L I C O F B C TEAMS THAT WORK AND WHY! The Scrivener: What’s in a Name? PROFILE OF A BC NOTARY 4 THE PRESIDENT OF THE SOCIETY Second in the Series that Showcases Leadership Legacies that Inspire 6 the Winners of the Dr. Bernard W. Hoeter Award Tammy Morin Nakashima for Achieving the Highest Marks on all the Notarial Statutory Examinations THE CEO/SECRETARY OF THE SOCIETY BC Notary Harman Virk, Abbotsford 26 Teamwork since 1926 7 Wayne Braid BC Notaries in The News 28 Lilián Cazacu KEYNOTE Morrie Baillie Happy Anniversaries! 8 Senad Sijercic Val Wilson EDUCATION Create a Dream Team 10 Sharing Support and Knowledge 29 Rachelle Lee Lorne Mann IN PRAISE OF WINE, CHEESE, WHERE ARE THEY NOW? AND OLDER WORKERS John Salvador, Notary Public (Retired), 92 30 How to Woo, Engage, ORIGINAL RECIPE and Retain Your Maturing Employees 14 John’s Favourite Dish: Rhonda Latreille Spaghetti and Meatballs Cheryl Kwok 16 with Fresh Tomato Sauce 33 Nazirah Premji 17 BC Notaries at the BC Mortgage Brokers Conference 34 Editor’s 17 Patricia Wright (Elizabeth Exter) Lauren Exter 18 Services a BC Notary Can Provide 21 Tiah Workman 19 Roy Cammack and Gordon Hepner 20 Kim Vickers 21 (Judi Piccolo) Cheri Shannon 22 Donna Van Beek and Kelsey Krische 23 Building Better Communities, One Grant at a Time Cassandra Coolin 24 The Board of Governors 35 Successful Teaming 25 David Watts and Clinton Wai Yin Lee 30TH Anniversary Celebration Event 36 The Scrivener: What’s in a Name? “A professional penman, a copyist, a scribe . . . a Notary.” Thus the Oxford English Dictionary describes a Scrivener, the craftsman charged with ensuring that the written affairs of others flow smoothly, seamlessly, and accurately. Where a Scrivener must record the files accurately, it’s the Notary whose Seal is bond. We chose The Scrivener as the name of our magazine to celebrate the Notary’s role in drafting, communicating, authenticating, and getting the facts straight. We strive to publish articles about points of law and the Notary profession for the education and enjoyment of our members, our allied professionals in business, and the public in British Columbia. The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 4
THE MiX Business to Business 18, 67 LETTERS44 Published by SURVEYING The Society of Notaries Public Adapting in a Changing World 46 of British Columbia Chuck Salmon ANIMAL WELFARE FOUNDATION OF CANADA Connecting Animal Lovers with Animal Charities 48 Editor-in-Chief Val Wilson Leanne McConnachie Legal Editors Wayne Braid, Ken Sherk ELDER CARE Administration Amber Rooke HEALTH CARE CONSENT, AGING, AND DEMENTIA Courier Lightspeed Courier & Logistics Mapping Law and Practice in BC 52 Photographer Gary Wildman Krista James PERSONAL PLANNING YOUR PERSONAL TEAM FOR LATER LIFE The Scrivener Don’t go it Alone! 54 email: scrivener@society.notaries.bc.ca Barb Kirby website: www.notaries.bc.ca/scrivener TAXES To Incorporate or Not to Incorporate? 55 The Society of Notaries Public of BC Andréa Agnoloni 604 681-4516 FORENSIC RESEARCH Forensic Genealogical Research 58 Suzanne Simpson To send photographs to The Scrivener, please see WILLS AND ESTATES Tracing Assets 60 the Editor's column on page 17. Trevor Todd WILLS AND ESTATES All rights reserved. Contents may not be Mediation for Estate Disputes 62 reprinted or reproduced without written Michael Butterfield permission from the publisher. CHILDREN AND THE LAW This journal is a forum for discussion, Children’s Views and Why They Matter 64 not a medium of official pronouncement. Mary E. Mouat, QC The Society does not, in any sense, endorse PROFESSIONAL AND PERSONAL SUCCESS or accept responsibility for opinions Polishing Your Self-Image 68 expressed by contributors. Carla Rieger HAPPINESS I Love to Sing! 70 Rick Evans REAL ESTATE INSTITUTE OF BC A Look at Foreign Buyer Tax in BC and Beyond 71 TRAVEL CANADA POST: PUBLICATIONS MAIL Our Trip to San Francisco 72 AGREEMENT No. 40010827 Aryan and Ishan Sablok Postage Paid at Vancouver, BC TRAVEL Stepping Out in Mongolia 74 RETURN UNDELIVERABLE CANADIAN Trevor Todd ADDRESSES TO CIRCULATION DEPT. TECHNOLOGY THE SOCIETY OF NOTARIES Spring Tech/Auto 76 PUBLIC OF BC Akash Sablok BOX 44 Where in the World Has The Scrivener Been? 78 SUITE 700 – 625 HOWE STREET VANCOUVER, BC V6C 2T6 PEOPLE78 SCRIVENER@SOCIETY.NOTARIES.BC.CA Volume 26 Number 1 Spring 2017 The Scrivener | www.notaries.bc.ca/scrivener TABLE OF CONTENTS 5
THE PRESIDENT OF THE SOCIETY Tammy Morin Nakashima Leadership Legacies that Inspire D o you remember when success…is based on the sum In The Five Dysfunctions of individual contributions.” of a Team, Patrick Lencioni says, the word TEAM in “Not Finance. Not Strategy. Josh Bersin writes that Deloitte business first became launched a study of people challenges Not Technology. It is team work that in business, “Deloitte Human Capital remains the ultimate competitive a buzzword? It caught my advantage because it is so powerful Trends 2016.” A timely subject, attention back when. it discusses organization and demands and so rare.” in business today. In its studies Jack Canfeld in his book It was revolutionary to characterize of the workforce, the article notes, The Success Principles states, the boss as a member of a team “Millennials, which now make up “Every high achiever has a powerful alongside the staff. The archaic more than 50% of the workforce team of key staff members, office hierarchy was being replaced (more in many countries), are looking consultants, vendors and helpers… .” with a more innovative mindset for mission and values at work, and where workers and bosses alike were Together with this from Dolly when they work in small teams they Parton, “If your actions create a legacy being recognized as equally valuable need a shared culture to ensure that and essential to the success of the that inspires others to dream more, strategies, programs and compliance learn more, do more, and become company. That new model of thinking take place in a consistent way.” has generated great success for the more, then you are an excellent likes of Starbucks and Google. leader,” all those statements succinctly encapsulate the fundamentals needed There is much to be said about “Not Finance. Not Strategy. for an organization to succeed. company structure. Styles are described as Not Technology. From my seat on the Boards It is team work that remains of The Society of Notaries Public • vertical, meaning the familiar of BC and The Notary Foundation, multiple-layer reporting, and the ultimate competitive I can proudly say we know those • horizontal, denoting minimal layers advantage because it is so principles to be true. The solid of management. powerful and so rare.” leadership of The Society’s Executive Both styles recognize at the core Director Wayne Braid during these that the cohesive team yields the best past 17 years is a sterling example results. Deloitte has done many studies— of a legacy. Dr. Richard Ronay, a professor compliance programs, for example, As a high achiever with an at Columbia Business School and that always show building a culture of incomparable work ethic, coupled with author of The Path to Glory is Paved compliances is far more effective than his respect for and insight into people With Hierarchy, borrows from a giving people tools or processes to and his gift for bringing out their best, Kellogg School of Management make sure they do as they are told. Wayne has inspired us to dream more, study referencing company styles Whichever style you adopt, what learn more, and become more. against basketball and baseball remains consistent is that people Our undying gratitude to teams. He states, “Basketball need to work together to yield the best you, Wayne, our Leader who has teams rely heavily on co-ordination results. And the right Team Leader will not wavered or been deterred. for success… . A baseball’s team’s make all the difference. Team Notary is strong and well! s The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 6 TABLE OF CONTENTS
THE CEO/SECRETARY OF THE SOCIETY Wayne Braid Teamwork www.wildmanphotography.com since 1926 F or the past 12 months, needed to be some accountability and On November 2, 1926, enhanced education. On November 2, we have been celebrating 1926, they got together and formed they got together and our 90th Anniversary Year. formed the governing the governing body called The Society of Notaries Public of British Columbia. The Society of Notaries Public was body called The Society That took great teamwork because incorporated as the governing body of written communication at the time BC Notaries in our province in 1926. of Notaries Public was limited to sending letters and Our milestone has motivated me of British Columbia. invitations by mail. to look back into our archives to review The first Roll of Notaries Public how we got to where we are today. Columbia until his retirement in lists 626 members! Their town names I am pleased to share with you some 1864. Douglas is often credited as jump off the page—places most of of the things I discovered. “The Father of British Columbia.” us have never heard of like Anyox, As well as historical information, Wikipedia Athalmer, Brighouse, Burton, Eburne, I saw the leaders of the early Jubilee, Nahun, Silverton, Willow River, The first Notary in the Colony Wistaria, and Wyatt Bay. organization worked diligently together of British Columbia was appointed to make certain that Notarial services by Governor Douglas that year. At that time there were Notaries in British Columbia were of the highest at work in the small towns where it is standard. The Colony began to grow as a struggle to get members to practise people started to settle all over the today, like Ashcroft, Barrier, Beaverdell, In June 1846 the Oregon Treaty area. Because citizens needed to Burns Lake, Hazelton, Massett, set the US and the British North record their land purchases and take François Lake, Giscome, Golden, Port American border at the 49th parallel, care of other areas of commerce, Mellon, Skidegate, and Telkwa. with the exception of Vancouver Island, retained in its entirety by Notaries continued to be appointed As I read through the 626 names, the British. Prior to the Treaty, the to provide those important services. a couple caught my eye. Hudson's Bay Company controlled In 1866, Vancouver Island Dufferin Pattullo • the land west of the Rocky (Stony) became part of the Colony of British of Prince Rupert, Mountains down the coast; they Columbia and Victoria became the who went on to appointed their own judges and united Colony’s capital. On July 20, become the 22nd recorders. 1871, British Columbia became Premier of British The main settlements on the 6th province of Canada with Columbia (1933 Vancouver Island belonged to the the agreement that the Canadian to 1941). Of course the Pattullo Hudson’s Bay Company. The Island Government would extend the Bridge is named in his honour. was made a Crown Colony in 1849, Canadian Pacific Railway to the west Alex Matthew, • with Richard Blanchard as Governor. coast and assume the Colony’s $1.5 a Notary in million debt. British Columbia’s Latin From 1851 to 1864, Sir Vancouver, James Douglas was Governor of motto is Splendor sine occasu— Secretary of The the Colony of Vancouver Island. Splendour without Diminishment. Society of Notaries, In 1858, he also became the first The Notaries that had been and an MLA and Governor of the Colony of British appointed started an Association— Cabinet Minister in Columbia and remained Governor of “the Association of Notaries.” W.A.C. Bennett’s both Vancouver Island and British The leaders soon recognized there Social Credit Government Volume 26 Number 1 Spring 2017 The Scrivener | www.notaries.bc.ca/scrivener TABLE OF CONTENTS 7
It is interesting that the list KEYNOTE indicates the members were pretty well all men—quite a departure from 2017, when over 55 percent of our Val Wilson members in the BC Notary profession Editor-in-Chief www.wildmanphotography.com are women. In 1927 the Notary Executive Team consisted of Jack Loutet of North Vancouver as President—Mr. Loutet had been the driving force to bring the Happy Notaries of the Province (and the former Colony of British Columbia) together as a profession, and Vice Presidents E. Hand Anniversaries! of Vancouver, H. E. Dill of Nelson, J. Islay Muter of Duncan, C.R. Gilbert of The Scrivener Magazine 25 Years Terrace, and H. H. McVity of Revelstoke. The Notary Foundation of BC 30 Years There were 14 Directors from various communities—Nakusp, Agassiz, Victoria, The Society of Notaries Public of BC 90 Years Nanaimo, and New Westminster. Canada’s Sesquicentennial 150 Years That’s a Lot of Merriment! The success of The Scrivener is due to a dedicated team of people committed 25 YEARS to making the magazine the very best Anyox Hazelton it can be . . . for you . . . quarterly! Terrace Masset Prince Telkwa Willow River Rupert Burns Lake Giscome The 30th Anniversary Celebration Event Skidegate François Lake of The Notary Foundation of BC, fully sponsored Wistaria by Do Process and ProSuite Software Limited, Building Better Communities, highlighted the good works of The Foundation Barriere Golden One Grant at a Time in our province. You may read about it on page 36. Ashcroft Revelstoke Nakusp Nahun Burton For almost a year, The Society of Notaries Public has been enjoying its Port Mellon Beaverdell VANCOUVER Nelson 90th year as an incorporated organization whose members serve the people Duncan of British Columbia through noncontentious legal matters. Services include Wills, Powers of Attorney, Representation British Columbia was well Agreements, and more. Please see page 21. represented geographically on the Board. The Secretary was J. Eades Ward of Vancouver; the office was located at 417 Pender Street; the And we are all looking forward ©iStockphoto.com/ phone number was Trinity 4827. to Canada’s sesquicentennial Photoprofi30 Members of the Board travelled by train to the meetings and the celebrations this Summer! Directors paid their own train fares. A review of the records from that first Board meeting indicated they MY FAVOURITE TEAMWORK TIP established the membership dues for The Society at $3.00 a year! Take the time to be courteous to yourself and others. This first team of BC Notaries Courtesy, patience, and appreciation feel good to the giver and even better provided a strong foundation for to the receiver. today’s Team Notary and set our As you will read in our theme section about Teams That Work, courtesy, respect, Trusted Tradition in motion. s and kindness help build cooperation, agreement, and strong relationships. s The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 8 TABLE OF CONTENTS
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TEAMS THAT WORK Rachelle Lee Create a ©iStockphoto.com/marekuliasz I magine your day filled 3. Individual team members seek of a story about a new CEO who has to be of service to each other been hired to save a company from with amazing teamwork . . . and the team. failure. While Lencioni’s model is what would that be like? 4. People hold themselves true-to-life and simple to understand, accountable for their attitude, the hard work for leaders comes in If you’re one of the lucky ones their contribution, learning deciding to make a change and taking to have that situation daily at work or opportunities, and their mistakes. the consistent actions required to in other arenas of your life, then you create lasting change. know what it feels like to be a part 5. Team members celebrate each of highly productive and rewarding other’s accomplishments and are What are the Five Dysfunctions teamwork. happy to see their teammates of a Team? succeed. Individuals who work in teams Dysfunction #1: that function well together have more Absence of Trust enjoyment and a greater sense of Individuals who work (Resulting Problem: Invulnerability) accomplishment. They thrive on being efficient and innovative and are very in teams that function Trust is the base for creating an effective at producing high-quality well together have more effective team When team members and a high-quantity of results. They are reluctant to be vulnerable with enjoyment and a greater one another and are unwilling to feel supported by being in a group “community” because there’s concern sense of accomplishment. admit their mistakes and weaknesses for the mutual benefit of the group or to ask for help, there is absence as well as the individuals and they of trust among team members. In his excellent book The Five have a great sense of contribution Lack of trust is also created by a Dysfunctions of a Team (Jossey-Bass, to something bigger than themselves; perceived need for self-preservation. 2002), Patrick Lencioni identifies they take pride in doing their part. the Five Dysfunctions that inhibit Dysfunction #2: As a result, team members feel a team’s success. In all my years Fear of Conflict valued for their contribution and they of practice as an organizational (Resulting Problem: Artificial Harmony) are motivated to support the success development consultant, I have found Lencioni’s model of teams provides the High-performing teams engage in of other team members. most relatable, practical, and simple healthy conflict and passionate debate What constitutes good teamwork? understanding about issues that are important to the 1. Everyone on the team feels their of why teams fail team. Teams that lack trust are unable team members have the greater and what to do to engage in unfiltered debate about good at heart and intentions about it. key issues. that are in the best interests His book In that environment, inferior of other individuals and the Copyright Patrick Lencioni is written as a decisions are made because team team as a whole. fable, making members withhold their ideas 2. Everyone develops innovative it easy to read and opinions for fear they may be ideas together. Time spent and understand misinterpreted and thus contribute to as a team is energizing! through the telling unwarranted personally charged conflict. The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 10 TABLE OF CONTENTS
Copyright Patrick Lencioni Dysfunction #3: Step 2: Create a Vision Lack of Commitment for Your Ideal Team (Resulting Problem: Ambiguity) Decide what your ideal team would It’s difficult for team members be: What’s your vision of the best to commit to decisions in an team imaginable? Really visualize environment that doesn’t support by imagining what going to work would healthy conflict. Team members be like when you are part of a great need to feel comfortable to question team. or debate issues important to the the Five Dysfunctions at work, you • W hat’s the energy level in the team, otherwise ambiguity prevails. have a decision to make. One decision office? The desire for consensus and the need is to remain status quo, hoping things • W hat aspects of your ideal team for certainty also contribute to that will change over time, or you decide would be exciting and inspiring? environment. to take action and focus on creating Lack of direction and commitment a high-performing team. If you take • H ow would the team celebrate within the team can make some the “action” path, here are the ways successes? employees unhappy, particularly to move along that journey. • H ow would they act to solve high-performing employees. They will problems and learn from often self-select out of those types mistakes? of environments, which only serves Once you’ve taken a hard • H ow would everyone feel to make the remaining team further look at your team to see rooted in mediocrity. at the end of every day? if you recognize the Five • W hen conflicts arise (and they Dysfunction #4: Dysfunctions at work, you will!), how would they be handled? Avoidance of Accountability (Resulting Problem: Low Standards) have a decision to make. Step 3: Assess Your Team’s Strengths When teams don’t commit to One decision is to remain Great teams work hard at communicating decisions or a clear plan of action, status quo, hoping things well, which starts with a desire to learn even the most focused and driven will change over time, or about, understand, and respect every individuals won’t confront actions and behaviours that may be detrimental you decide to take action individual’s motivational strengths and style. High-performing teams have a to the overall good of the team. When and focus on creating mix of behavioural styles, each with the environment does not encourage a high-performing team. its own corresponding strengths and and embrace constructive feedback, it not only hurts the team, it hurts conflict triggers. individual members of the team These styles were identified by as well, because they aren’t given Step 1: Take Inventory the late Dr. Elias Porter in his research the opportunity to reach their full Often, I ask a group how well they that resulted in the creation of a very potential. work together as a team and I get effective assessment tool called “The very positive responses, things such Strength Deployment Inventory (SDI)” Dysfunction #5: as “we really communicate well,” that I recommend every organization Inattention to Results “we like working with each other,” use as a foundational assessment (Resulting Problem: Status and Ego) and “we have a really good team tool for team development. Among Team members naturally tend to here.” When I do an anonymous the many excellent behavioural put their own needs (ego, career assessment with each individual assessment tools, the SDI is one development, recognition, and so on) in a team, the results often show of the best for ease of completion, ahead of the collective goals of the a very different story. accuracy, and practical applicability team when individuals aren’t held I recommend taking time to to everyday interpersonal situations. accountable. If a team cannot stay honestly evaluate how your team According to Dr. Porter, high- focused on the right priorities and is doing using Lencioni’s Five- performing teams are made up of collective results, opportunities for Dysfunctions Team Assessment people who bring different strengths growth are missed and the business to identify the degree to which the to the group, know their limitations and ultimately suffers. Five Dysfunctions are negatively what strengths they need to develop, Once you’ve taken a hard look affecting your team’s development and understand how and when to at your team to see if you recognize and potential. utilize each individual’s strengths. Volume 26 Number 1 Spring 2017 The Scrivener | www.notaries.bc.ca/scrivener TABLE OF CONTENTS 11
Summary of the Four Main Step 4: Develop Your Leadership Skills biggest dysfunction of a team—the Motivational Behavioural Strengths absence of trust. You can’t work Transition and change are challenging Styles Identified in the SDI on the other dysfunctions unless for people. In your efforts to develop trust is established and they must 1. The Altruistic Nurturing Teammate a great team, individuals will require be developed in order. In his book, These individuals feel really good when leadership and coaching to help Lencioni has suggestions for fixing they have been helpful and supportive them go outside their comfort zone the Five Dysfunctions, including to others. They care about how the to be vulnerable and create better trust-building exercises. Bring your people on the team are doing and relationships with their teammates. team together on a regular basis to whether or not they are feeling good Learn and develop management work on the dysfunctions to make about being part of it. The rest of coaching skills so you can mentor and sure they don’t creep into the working the team needs to be mindful not to tutor your team on how to identify and relationships among the team. It’s not lean on those teammates too much, contribute their individual strengths, a one-time fix; you have to be vigilant however, because those individuals be more effective communicators, and that the dysfunctions don’t sneak back have a hard time saying No to requests become leaders in their own right. over time. because of their desire to help. Getting overloaded triggers conflict for them. Step 5: Be intentional Step 6: Lead by Example. 2. The Analytical Independent in Building an Effective Team Be the Greatest Team Member Teammate John Addison, author of Real You Can Be These individuals really thrive on Leadership, says to “Make your To create a great team culture, you analyzing information so they can ‘someday’ into your ‘everyday.’” need to model the positive behaviour make the “right” decision. To do that Don’t wait to see what happens. you would like to see from others well, they like to have lots of time Involve your team in talking about your on the team, particularly in areas on their own to study the facts and vision for the team and get their input like self-reflection and development, make sure all information has been on what goals to set to accomplish communication, problem-solving, reviewed. Therefore, unreasonably the vision. Make sure the goals are providing corrective feedback, conflict tight deadlines, rash directives, or the achievable and measurable and are resolution, accountability, and lack of independent thinking time can reviewed for relevancy along the way. providing support and encouragement trigger conflict for those teammates. Make goals-setting and measurement through mentoring and tutoring. a regular team exercise and remember Do some honest self-reflection to 3. The Goal-Oriented Assertive to have fun celebrating successful see what growth you need in each of Teammate achievement of the goals! those areas and take steps to develop The strength of these teammates Work on fixing the Five your skills. Teams respond well when is their desire to drive forward to Dysfunctions and start from the they see good teamwork in action! achieve goals. They will often be the first to step up to lead the team toward accomplishments. Too much discussion and process create concern about missing opportunities, which can trigger conflict for those teammates. 4. The Flexible Adaptable Teammate These individuals love being part of a team, sharing information openly, and seeking opinions from other teammates. They love flexibility and the opportunity to discuss and brainstorm until there’s consensus among the group. They are challenged when people don’t behave in the best interest of the team or withhold information or when there aren’t opportunities to try new and different ways of doing things. ©iStockphoto.com/veerasakpiyawatanakul The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 12 TABLE OF CONTENTS
There are many ways to show appreciation Step 7. Create an Environment and celebrate Step 9. Celebrate Often, of Innovation and Experimentation a team’s success. Not Just the Big Stuff Help your team clearly understand There are many ways to show where the goal posts are and where iii. How well they take appreciation and celebrate a team’s the boundaries of risk are. Beyond responsibility and ownership success. Don’t underestimate the that, let them try running various of mistakes and shortfalls power of noticing someone’s good “plays” in doing the work. There is performance with a heartfelt “thank power in creating a self-managed team f. Does the team’s leader hold all you.” The key is to show appreciation that has influence on how the work members of the team equally for specific things so they know exactly gets done and is given the opportunity accountable for performance? what they are doing right and should to try new ways of approaching things. g. Are performance deficits dealt keep repeating. For example, instead of People are more committed when they with in a timely, respectful manner saying “thanks for always doing a good can freely use their knowledge and before problems become too large job,” say “thank you for letting the skills rather than simply completing (corrective feedback coaching)? client know exactly what information the tasks dictated to them. h. Does the team have an agreed set he needs to bring to us so we can of procedures and documentation complete his conveyance efficiently.” Step 8. Measure Success and do individual team members Another way to help a team Don’t wait to see what happens. follow them so everyone receives celebrate together is a regular informal Take steps to determine exactly how the same information? gathering where they can get to know things are going and revisit goals i. Is every team member’s time each other better. Perhaps a mid-week consistently. There’s a great saying respected? or end-of-the-week “tasty treat” break you’ve likely heard, “Things that get is a way to bring everyone together to i. Do meetings have agendas? chat about how it’s going, what they measured get done.” People like to know clearly what the goals and ii. Does everyone show up on have planned for the weekend, and expectations are and exactly what time, contribute, and take so on. If that is done on a consistent their part is in contributing to the action on items to which basis, all the team members will feel team’s success. We hear a lot about they agree? as if they can participate, even when measurement, but what exactly should they have deadlines or they are away j. Are team members comfortable be measured to determine how a team that particular week. speaking up? is doing? Tangible rewards are also nice k. Is there a regular “health-check” Here are some areas to review from time to time. The important on how the team is doing? regularly. consideration is to make sure l. Is good work getting noticed— everyone gets the same reward a. Which of the Five Dysfunctions not just the problems? at the same time. are limiting the team’s success? m. Do team members have an In summary, great teamwork is a b. Have team goals been appropriate person for venting fulfilling way to accomplish much more well defined? and receiving support, rather than than you could imagine doing as an c. Are team goals reviewed taking their negativity to the whole individual. on a consistent basis—weekly, team? Taking the action necessary bi-weekly, monthly? n. Does the team regularly get to develop a great team solidifies d. Have performance standards positive reinforcement and do they people’s commitment to their work been set, agreed, and clearly have opportunities to celebrate and also to each other. That makes communicated? wins and build stronger bonds each team member’s work life much with each other? more rewarding and, in turn, your e. Do team members hold themselves accountable While those measurement clients will experience a more positive by considering the following? areas are general considerations, level of engagement, service, and work with your team to make them commitment! s i. How their own work measurable as much as possible contributes to the team Rachelle Lee is Vice President so they aren’t subjective. Clarity is at Einblau & Associates. ii. How well they foster teamwork very important to a team’s success; by engaging and supporting people need to know exactly what Telephone: 403 680-2250 their team members’ to be measures to strive for, beyond financial rachelle.lee@mac.com successful performance numbers. www.einblau.com Volume 26 Number 1 Spring 2017 The Scrivener | www.notaries.bc.ca/scrivener TABLE OF CONTENTS 13
TEAMS THAT WORK Rhonda Latreille IN PRAISE OF WINE, CHEESE, AND OLDER WORKERS Photo credit: Gordon Roberts How to Woo, Engage, and Retain Your Maturing Employees W hile the majority Staying in an existing job after • Resentment that older workers the traditional retirement age and are holding onto senior positions, of your maturing re‑entering the market after age 65+ costing more, and creating a glass employees are there can present unique challenges for ceiling for younger workers older workers because of the attitudes because they want to be, of some younger workers. • Younger managers feeling uncomfortable supervising older increasing numbers of maturing • Discrimination in the form of workers employees are there because negative stereotypes of older workers, as well as corporate Those perceived obstacles and they need to be, for financial structural discrimination relative myths, when confronted by facts, are to continued health and pension fully eliminated or easily managed. reasons. That provides a powerful opportunity benefits for choosing continued employment for businesses to continue to prosper They are reliable, loyal, mature, (when they get it right) from the value professional, and experienced. presented by those devoted loyal They are known to have an exceptional colleagues and friends. work ethic and appreciate the According to McKinsey opportunity to share and pass on their Quarterly Survey, “...the Tips for Greater Engagement and knowledge. baby boomer generation Retention of Mature Employees Most have probably been with you is the best-educated, 1. Acknowledge and appreciate for quite a while now and you have their experience, knowledge, most highly skilled aging and contribution. likely invested much in their training and development. They understand workforce in US history.” 2. Let them know you want them your values, your corporate culture, to stay. your customers, and the job that needs • Assumptions that older workers to be done. They are ideal members 3. Provide opportunities for social cannot learn new skills inclusion, networking, knowledge of the workforce. • Assumptions that older workers transfer, and mentoring. According to McKinsey Quarterly will present increasing health 4. Match the skills to the tasks, Survey, “...the baby boomer generation challenges requiring special independent of age. is the best-educated, most highly accommodations and more skilled aging workforce in US history. time off 5. Ensure younger supervisors know Although they’re only about 40 percent how to recognize, accept, and of the workforce, they comprise more • Assumptions that older workers celebrate older workers’ skills and than half of all managers and almost will be leaving soon and it is a experience, while learning how half of all professionals, such as waste of resources to re-train them to continue to define, set, and doctors and lawyers.” and set up flexible systems monitor expectations. The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 14 TABLE OF CONTENTS
Set up an “on-call” roster for retired employees Recovery is Possible.You can help. When your clients remember Coast Mental to fill temporary positions. Health Foundation in their Will, they help They already know the make recovery from mental illness possible company, culture, and for thousands of British Columbians. job requirements. Coast Mental Health Foundation Registration Number: 86150 8018 RR0001 6. Establish options for flexible work For more information, please visit hours, schedules, and job-sharing. coastmentalhealth.com 7. Offer training opportunities or contact us directly at 604-349-2217. to learn new skills. 8. Create alternatives for phased retirement. 9. Set up an “on-call” roster for retired employees to fill temporary positions. They already know the company, culture, and job requirements. For the past many decades, employers have benefitted tremendously from the dedication and commitment of the baby boomers who have worked and still do work for them. Often described as “driven” and “workaholics,” they served as a valuable resource and asset for many businesses. That established intellectual and human capital needs an environment that is welcoming and personally satisfying. It doesn’t take a lot of re‑construction and cost—just enough flexibility, appreciation, and creativity TheWESA Trevor Todd is an old hat (and trusted to allow the mature baby boomer expert) at estate litigation who believes to “serve well and age well.” changed. the new law is a game-changer- for Like a fine Stilton cheese and And it's a his business and for your inheritance. a Bordeaux wine, under the right sweeping conditions we aging baby boomers Call Trevor to get a jumpstart on do offer a magical experience. s change. the changes. He knows them inside Rhonda Latreille, MBA, CPCA, is the and out. Plus he loves to listen and founder of Age-Friendly Business®. to talk- a lot. Telephone: 1-877-272-7575 info@agefriendlybusiness.com www.AgeFriendlyBusinessAcademy.com Like a fine Stilton cheese and a Bordeaux wine, under the right conditions we aging baby boomers do offer a magical experience. Volume 26 Number 1 Spring 2017 The Scrivener | www.notaries.bc.ca/scrivener TABLE OF CONTENTS 15
Cheryl Kwok TEAMS THAT WORK Cheryl Kwok and her husband Eric Tong I was commissioned in our personal and work lives and we are I think another factor of why always on the same page. June 2016 and jumped into we work well together is Also, talking about work during business the following week. that we both love what we dinner is not so bad when your spouse I didn’t have time to hire extra actually understands what is going do and we are excited to see on! Many people ask if we fight a lot staff so I’ve been glad to have my what new milestones we can or if we are sick of each other yet. husband Eric Tong working with reach together as partners The answer is Nope! me as my trusted conveyancer at home and at work! I think another factor of why we work well together is that we both love what who helped set up the office and we do and we are excited to see what During busy times, we can stay new milestones we can reach together is the office manager. as partners at home and at work! s late to clear up files or pop into the Because we both already knew office on weekends. We understand Cheryl Kwok Notary Corp. some of the ins and outs of running an each other; when either of us is office and were full-time conveyancers stressed from a long day at work, we Richmond prior to my becoming a BC Notary, we work together to resolve any problems info@kwoknotary.com are able to handle a large amount of or plan out a week. By working www.kwoknotary.com conveyancing files. together, we avoid conflicts in planning Telephone: 604 330-2088 The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 16 TABLE OF CONTENTS
Nazirah Premji TEAMS THAT WORK Editor’s Prefer Paperless? We will notify you by email when the magazine is posted online, quarterly. Please visit www.notaries.bc.ca/scrivener or email scrivener@society.notaries.bc.ca. NEXT ISSUE Summer 2017 DOWN UNDER Article Deadline Nazirah Premji and Donna Simpson May 1 Advertising Deadline I have been a BC Notary June 10 Teamwork divides the tasks for 25 years and Donna and multiplies the success! has been my conveyancer for about 11 years. Open, honest, polite, and respectful The MiX communication is paramount. Verbal The MiX showcases articles From day one, I clearly set my communication is not always necessary on a variety of timely topics. expectations with respect to work (see picture… we often show up to work ethics, office procedures, and the in very similar colours!). Before submitting an article, priority of customer service. Of course please contact there is flexibility within reason. We are aware that both of us are needed for the office to function scrivener@society.notaries.bc.ca. We have a relationship of mutual cohesively, like a teeter-totter. respect. Donna is not only my We each have clearly defined conveyancer, she is the backbone of To Send Photographs roles and responsibilities in the this office. She is my confidante and office as well as in each transaction. to the Magazine has earned my total trust and is most • Go to www.graffiki.ca Hence, accountability is clear and definitely considered family. and click on Send A File. it avoids potential conflict. Nothing Our work is demanding and is taken personally but rather used • From the top box, delete the stressful, yet the tone of our office is as an opportunity to learn and grow. words “Your e-mail” and type always jovial. We take every opportunity An attitude of gratitude is nurtured to include humour in the day with your email address in there. in our office. clients, family, and colleagues. • Send up to 5 original size Teamwork divides the tasks and We both strive for excellence in multiplies the success! s photos at once. everything we do. Our support for each Nazirah A. Premji, Notary Public other is not limited to the office but scrivener@society.notaries.bc.ca extends beyond that to each other’s New Westminster Telephone: 604 681-4516 respective families, friends, and napremji@gmail.com www.notaries.bc.ca/scrivener community work. Telephone: 604 521-8550 Volume 26 Number 1 Spring 2017 The Scrivener | www.notaries.bc.ca/scrivener TABLE OF CONTENTS 17
TEAMS THAT WORK BUSINESS TO BUSINESS Lauren Exter FOR SALE WelI-established Notary practice—over 25 years. Within walking distance to Vancouver Chinatown, Gastown, and Yaletown. For information, please contact npsale@outIook.com. From the left: Notary Elizabeth, Jo-Ann Pye, and husband Lauren! O Assisting Business Families with Business Success urs is a small team, just the three and Family Harmony of us, and we are highly compatible. Dr. Ian Macnaughton For instance, I am married MBA, PhD, FRI, RI, FEA to the Notary! 810 – 1199 West Pender Street Vancouver, BC V6E 2R1 I retired from teaching (as the head of the Telephone: 604 681-4599 IT Department in a middle school) when Elizabeth ian@macnaughton.ca became a Notary. I didn’t want to sit around and do nothing. I told her, “For the past 6 years, I have been teaching all the skills needed to run this office.” She took me up on it. I am the office manager, IT administrator, conveyancer, receptionist, and general factotum of our office. I do mostly things my wife can’t do (like formatting this response so The Scrivener can Alexander Ning Notary Corporation read it) and she does things I mostly can’t do, like Suite 230, 8911 Beckwith Road Alex Ning interacting with and interviewing clients, networking Richmond, BC Canada V6X 1V4 with Realtors and local lawyers, and reviewing my Notary Public, Mediator, Email: alex@annc.ca Immigration & Refugee Counsel Fax: 604 270-4751 work for errors I miss (not many, but a necessary Direct: 604 270-8155 function). Telephone: 604 270-8384 We also have an excellent part-time employee. This delightful woman brings much to our office. Jo-Ann’s main function is to be a runner to financial institutions and legal offices and to complete bank reports and what we call “closing packages” for our clients. We all have our roles and enjoy working together. We have a good reputation in our community and have “the best clients,” at least according to one of our competitors. s Elizabeth Exter, Notary Public Powell River eexter.notary@shawcable.com Telephone: 604 485-5518 The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 18 TABLE OF CONTENTS
Tiah Workman TEAMS THAT WORK From left: Amber Hobbis, Heather McDonald, Tiah Workman, and Morgan Darbyshire M y staff’s comments work hard at our jobs, but take every opportunity to share a story or thought are that we work well I have a great staff when there is a break in the action. together because I am and I like to take every We really enjoy the camaraderie built on humour, respect, and some really, not a “bossy” boss. They say opportunity to make sure really long hours at work! I never make them feel stupid or they know I feel that way. I have a great staff and I like to belittle them for making errors. I know they do. take every opportunity to make sure they know I feel that way. I know they do. s I appreciate that because I am Tiah M. Workman Notary Corporation a big believer in our working Luckily, few of those learning together as a team, so as far opportunities present themselves. Nanaimo I think the main reason we work tiahw@nanaimonotary.ca as I am concerned, errors are well together is that we laugh . . . www.nanaimonotary.ca learning opportunities. a lot! We keep our heads down and Telephone: 250 756-7720 Volume 26 Number 1 Spring 2017 The Scrivener | www.notaries.bc.ca/scrivener TABLE OF CONTENTS 19
Roy Cammack and Gordon Hepner TEAMS THAT WORK We may be strong as individuals but together we are stronger! Back row from left: Linda, Ashley, Hanna, Kristina, Lynn. Front row from left: Gordon, Dawn, Roy T his firm has its roots in seamlessly together to serve their Gordon’s recent arrival has now growing client base. All staff members sparked a rejuvenation with all facets 1982 when Roy Cammack are carefully screened and trained of this practice being actively updated. joined BC Notary Joyce to meet the varied needs within the Clients and staff know that Roy’s office. They all enjoy close working already well-established practice now Alp in their business partnership relationships with the Notaries they has a guaranteed future and they will “Alp & Cammack Notaries support. continue to provide the highest level Public.” of service for all those who come After time with regular social through the doors of Cammack Hepner Joyce retired and history repeated events, the office atmosphere has Notary Corporation. s itself when Gordon Hepner joined Roy become more like a family instead of Cammack Hepner Notary Corporation Cammack. Their business partnership just employer/employee relationships. is called “Cammack Hepner Notary South Surrey Corporation.” There are no egos in this office Roy@CammackHepner.ca Their dedicated team includes but rather there is a true sense of Gordon@CammackHepner.ca 2 BC Notaries and 7 full-time and camaraderie and support for one www.CammackHepner.ca 3 part-time staff members who work another in making them truly a “team.” Telephone: 604 538-3388 The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 20 TABLE OF CONTENTS
TEAMS THAT WORK Kim Vickers Services a BC Notary Can Provide Notarization/Documents Affidavits for All Documents required at a Public Registry within BC Certified True Copies of Documents Execution/Authentications of International Documents Notarizations/Attestations of Signatures Personal Property Security Agreements Statutory Declarations Jen Kim Lisa Personal Planning Estate Planning Health Care Declarations Powers of Attorney Representation Agreements Wills Preparation Wills Searches Travel Niki Marion Authorization of Minor Child Travel M Letters of Invitation for Foreign Travel y team works If a particular team member has gone Passport Application Documentation above and beyond the call of duty, she Proof of Identity for Travel Purposes extremely well together is commended for her hard work and Business because we always her extra care and attention. Business Purchase/Sale encourage one another—as We also acknowledge we are all Commercial Leases human and make mistakes sometimes. and Assignment of Leases well as our clients, Realtors, When it happens, we learn from our Contracts and Agreements mortgage brokers, and so on— mistakes so they won’t happen again. Property Matters to communicate with us so we Easements and Rights of Way Insurance Loss Declarations are all on the same page. Our team is courteous, Manufactured Home Transfers friendly, and approachable. Mortgage Refinancing Documentation We tell our clients we are part Purchaser’s Side of Foreclosures of their team and if everyone on their We do our best to make the Refinancing team communicates well with one environment in our office Residential and Commercial another, there is less chance of a Real Estate Transfers problem arising. We continually check welcoming. If people feel Restrictive Covenants in with our clients to ensure they feel comfortable in an office, and Builder’s Liens comfortable with what is happening they will come back. Subdivisions and and we invite them to reach out if they Statutory Building have questions, now and in the future. Schemes A happy client is a good source Every single team member is Zoning Applications of referrals, as is a happy Realtor an important part of the team. Marine and a happy mortgage broker. We have one another’s back—always. Marine Bills of Sale and Mortgages Our team is courteous, friendly, I feel extremely blessed to have such Marine Protestations and approachable. We do our best to wonderful, strong women on my Some BC Notaries provide these services. make the environment in our office team. s welcoming. If people feel comfortable Marriage Licences Kim Vickers & Associates Mediation in an office, they will come back. Notary Public Real Estate Disclosure Statements When compliments come in, I tell the clients their good experience with North Vancouver 368 BC Notaries to Serve You! our office is the result of our entire kim@kimvickersnotary.com For the BC Notary office nearest you, team. We all work hard to ensure www.kimvickersnotary.com please call 1-800-663-0343 the files are done professionally. Telephone: 604 985-9812/988-0806 or visit www.notaries.bc.ca. Volume 26 Number 1 Spring 2017 The Scrivener | www.notaries.bc.ca/scrivener TABLE OF CONTENTS 21
Cheri Shannon Three years ago I came to work for this TEAMS THAT WORK most wonderful lady. Because of Judi’s compassion and love for people and family, she took me under her wing. I was barely able to turn on a computer; she gave me a new start! From the exceptional skills and endless hours of mentoring from Zoë, Catheigh, and Cheri, I now possess skills I never thought possible. We are all committed to a high standard of client care and vision for the future of this outstanding firm. Sandi Hurlburt Our Notary is the reason our team works so well. She has created an environment From left to right: Sandi Hurlburt, Catheigh Annely, Judi Piccolo, Bill Ramsey, that is a positive place to spend our Zoë Brunchmann, and Cheri Shannon working days. Judi shows kindness and O ur office consists Judi appreciates and relies on her respect to each of us and in turn we treat staff; that frees her to spend more her and each other the same way. Ours of Judi Piccolo, quality time with clients. The office staff is a very busy office with many demands. Notary Public members work well together as a team We follow the example of our Notary; she and no one has a prima donna attitude. is why she has such a hardworking and extraordinaire; Bill Ramsey, All suggestions are respected and the dedicated team by her side. bookkeeper and Judi’s office pulls together to come up with Zoë Brunchmann a proposal or guide sheet to keep the husband; Zoë Brunchmann office running smoothly and efficiently. Judi herself is kind, thoughtful, fair- and Cheri Shannon, senior minded, encouraging, and compassionate. legal assistants; Sandi Hurlburt, Very committed to her Cheri and Zoë have so well expressed my staff and clients, Judi is sentiments. Judi truly is the secret to why junior legal assistant; and our team works so well. Catheigh Annely, secretary. an amazing person and Catheigh Annely employer who is much The office is located in The appreciated by her staff. She Judi is very committed to giving her clients Hacienda, a lovely part of the old the best service for their money. Each downtown Langley City. The office never forgets a birthday and staff member is very proficient in his or is very spacious. Judi has decorated each birthday is celebrated her respective duties and we work well it with interesting art pieces and with an office lunch. together to achieve the same goals. collectibles. Bill Ramsey Each staff member has a large Very committed to her staff and and comfortable work area and the clients, Judi is an amazing person and freedom to decorate with family photos employer who is much appreciated by What I absolutely love about all my and pictures and to listen to music. her staff. She never forgets a birthday staff is that we respect each other, The office environment promotes and each birthday is celebrated with we have great work ethics and a good collaboration and brainstorming among an office lunch. sense of humour, and nobody gets the employees, allowing them to All members of the team have a moody! My staff works together as perform to the best of their abilities. clear vision of where the company is a team. When they have a suggestion Our very busy office has many pointed and everyone works hard to do to improve the office, they get their demands but there always seems to their best, resulting in giving clients heads together and come up with a be laughter at some point of each day better service. s proposal without interrupting me in and we make time to check in with Judith A Piccolo Notary Corporation my office. I get to see the end result each other about how we are doing and to spend more quality time with and what is going on in our lives. Judi Langley my clients. I am so lucky to have such absolutely loves the respect we have info@langleynotaries.com good people around me! for each other, our great work ethics, www.langleynotaries.com Judi and our good senses of humour. Telephone: 604 534-0144 The Society of Notaries Public of British Columbia Volume 26 Number 1 Spring 2017 22 TABLE OF CONTENTS
Donna Van Beek and Kelsey Krische TEAMS THAT WORK Staff Meeting in the French Quarter of New Orleans. From left: Lynda, Sonja, Kelsey, Donna, and Cathe O ur office staff is over 10 years. We truly know and like Getting to the point of being each other and spend lots of time comprised of five ladies: a well-oiled machine does together—inside and outside of the Cathe, Sonja, Lynda, not happen automatically. office! In December, we all went on an “office retreat” to New Orleans where Kelsey, and Donna. we spent 5 days shopping, listening to We form an impressive team, picture,” beyond our respective roles. jazz, participating in a city run, eating That comprehensive knowledge is good food, and being tourists! s working together efficiently important in allowing us to help Donna M. Van Beek Notary Corporation to serve the needs of our clients. one another and cover the job of a We think the reason for our office colleague who is away. Langley success is because each person can Getting to the point of being a Donna@vanbeeknotary.com be trusted to attend to her own job well-oiled machine does not happen KKrische@vanbeeknotary.com and the associated responsibilities. automatically. Most of our staff www.donnavanbeek.com We each also understand the “bigger members have worked together for Telephone: 604 888-6605 Volume 26 Number 1 Spring 2017 The Scrivener | www.notaries.bc.ca/scrivener TABLE OF CONTENTS 23
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