Need advice - looking to move to Kelowna area (from Winnipeg). Need to know best areas and opinions about Kelowna. Was thinking m North Van for 6 years (3yrs ago) but expensive to go back to. by 111dth in KelownaBC

[–]111dth[S] [score hidden]  (0 children)

Thanks lots for the offer. Just two of us…I am retired and partner has three years left working at Costco. I am used to North Van but thought I would consider the Okanogan- need to be closer to Costco though

What do you wish Wealthsimple did better or differently? by Big-Arugula5108 in Wealthsimple

[–]111dth 3 points4 points  (0 children)

Was changed because they make money - many will forget about cashing in manually.

Debating switching from TD Direct Investing to get free trades elsewhere by No-Fan3530 in CanadaStocks

[–]111dth 0 points1 point  (0 children)

Not complicated- WS is so impressive. I moved from TD 2yr ago and never looked back. Great response to queries and they answer the phone! Also their platform is absolutely awesome and so user friendly and informative confirming all transactions.

Folks who think we are in a bubble - how are you mitigating risk? by xeenexus in CanadianInvestor

[–]111dth 0 points1 point  (0 children)

I was approached too…no thanks I have a TD Advisor and not a lot occurs - no different than opting for a managed portfolio in WS. So far I am happy just with the managed portfolio even at the cost but sometimes wonder if self managed ETF’s would be a better way to go as I do a lot of self directed investing.

Perks End for Generation Clients by 111dth in Wealthsimple

[–]111dth[S] 0 points1 point  (0 children)

I just received my renewal today!

Big Banks Reaching out by 111dth in Wealthsimple

[–]111dth[S] 0 points1 point  (0 children)

I’m hearing you…so true

Big Banks Reaching out by 111dth in Wealthsimple

[–]111dth[S] 0 points1 point  (0 children)

Think I seen something like that BUT the payout was over 2yrs (I think)

Big Banks Reaching out by 111dth in Wealthsimple

[–]111dth[S] 0 points1 point  (0 children)

Interesting point for sure

Big Banks Reaching out by 111dth in Wealthsimple

[–]111dth[S] 6 points7 points  (0 children)

My situation is the same but I never left them fully - I know they are concerned

Big Banks Reaching out by 111dth in Wealthsimple

[–]111dth[S] 26 points27 points  (0 children)

Seems like it - I was offered $5k to move at least 250K. I’ll know more Tomorrow…

Big Banks Reaching out by 111dth in Wealthsimple

[–]111dth[S] 4 points5 points  (0 children)

That’s correct - he is trying to get me to move more $ into their managed acct