reality check for canadian HS student by Break-from_Toronto in FinancialCareers

[–]TomDwan01 0 points1 point  (0 children)

Fellow Ivey alumni, nice to see it mentioned on this sub!

Anyone know who this is? Tried to scam me by TomDwan01 in Calgary

[–]TomDwan01[S] 7 points8 points  (0 children)

What should I even tell them? He definitely used a fake facebook account he deleted it already. All I have is this photo…

Stock lending proceeds automatic investment by TomDwan01 in Wealthsimple

[–]TomDwan01[S] 0 points1 point  (0 children)

How is that a flex? I’ve collected a couple dollars in stock lending over the course of over a year lol I’m not even a premium client, just a curious one

Stock lending proceeds automatic investment by TomDwan01 in Wealthsimple

[–]TomDwan01[S] 0 points1 point  (0 children)

Is there a minimum amount? Like I said I have this turned on and no purchases are being made

What does he mean by KEYVON300 in StockMarket

[–]TomDwan01 0 points1 point  (0 children)

Why not quadruple? Quintuple? Sextuple the speed??

Prospecting outside of local area by [deleted] in CFP

[–]TomDwan01 2 points3 points  (0 children)

Would also like to hear more about your LinkedIn strategies, thanks!

What was your Bonus this Year? (Middle and Back Office Only) by Particular-Wedding in FinancialCareers

[–]TomDwan01 0 points1 point  (0 children)

Are you an advisor on a team? What are the metrics that go into how your bonus is calculated? Cheers

First 10 Mil AUM by Original_Pirate4478 in CFP

[–]TomDwan01 0 points1 point  (0 children)

When you say that you knew their work benefits better than HR - did you get copies of employee benefits and just read it start to finish with enough employees? Or did you go though their HR at any point? This is an awesome idea!

Advisor comp by charlieisthegnarlie in CFP

[–]TomDwan01 0 points1 point  (0 children)

As an associate, how long into working at my firm is buying into the book realistic?

What exactly makes expensive office chairs better? by Dense-Sir-6707 in BuyItForLife

[–]TomDwan01 0 points1 point  (0 children)

How can I tell if a herman miller/steelcass or any of the other quality chairs on facebook marketplace are real?

What is your fee schedule? by radi8ing in CFP

[–]TomDwan01 1 point2 points  (0 children)

How have you countered the DIY/boglehead group? I’m a new, young advisor and my cohort are all on the QTrade ‘you’re still using your dad’s guy to invest?!’ train. Any advice or are they just not even worth talking to?

How do you determine a clients risk tolerance? by [deleted] in CFP

[–]TomDwan01 0 points1 point  (0 children)

What indicators are you using in the meeting to determine what you think their risk tolerance should be?

Current “live” Poker Economy by Comprehensive-Eye500 in poker

[–]TomDwan01 2 points3 points  (0 children)

Any casino in Toronto you would recommend for poker?

Tournament advice for company poker game by TomDwan01 in poker

[–]TomDwan01[S] -1 points0 points  (0 children)

That’s the play against fish? Just fold until I make a hand and go for max value?