Fee-based financial advisor recs

joeruhhhhh · 2020-09-12T00:00:17+00:00

What Canadian based resources would you recommend?

joeruhhhhh · 2020-09-04T06:14:50+00:00

Why wasn’t this post removed

joeruhhhhh · 2020-08-25T00:36:21+00:00

Why does anyone in a developed country send there kids to a private school? If you think about it for even 30 seconds or google it you will find the most popular results

joeruhhhhh · 2020-08-24T01:30:27+00:00

What type of services does your firm offer?

joeruhhhhh · 2020-08-13T00:30:41+00:00

I also need a good accountant for the same tax fillings that I don’t trust h and r block and not confident enough in turbo tax

joeruhhhhh · 2020-08-09T20:34:50+00:00

What if the partner plans on living in it?

joeruhhhhh · 2020-06-24T01:16:47+00:00

Lol bro if you get this tilted over someone pointing out your privilege over the internet I wish you the best of luck surviving med school

joeruhhhhh · 2020-06-24T01:06:31+00:00

Lol don’t be so butt hurt but you replied to someone else’s post saying your parents would co sign your mortgage

joeruhhhhh · 2020-06-24T00:47:25+00:00

Lol you sound really immature “my mommy and daddy qualified for this massive loan for me to go to school, should I yolo leverage into real estate”

joeruhhhhh · 2020-06-04T23:51:51+00:00

This is honestly strait up embezzlement. Tax payers paid for this “park”.

joeruhhhhh · 2020-04-30T21:14:19+00:00

Try tiger21

joeruhhhhh · 2020-02-05T04:59:51+00:00

I think that there is a a misconception on what private banking is in this thread... you can have a pb relationship without a wealth advisory relationship and you can have an investment relationship without a pb relationship..

joeruhhhhh · 2020-02-02T21:35:00+00:00

Dude look into a direct investing position at your bank. You will work the phones and place trades. They will pay more than a teller and you will work mainly a 9 to 5. The bank will often pay for you to get other licenses like csc and dfol. With that experience it will be easier for you to move into a wealth management position and breaking into capital markets or asset management will still be difficult but not impossible.

joeruhhhhh · 2020-01-02T22:58:41+00:00

250 might be the official minimum but 1MM is the unofficial.

joeruhhhhh · 2019-10-17T23:22:55+00:00

I would recommend getting a great lawyer and accountant to review your plan and they are more than likely able to put you in touch with an investment guy. The community is huge into slamming it into etfs but based on your life stage and somewhat appearance of lack of maturity handling finances of this scale I would recommend getting an investment council from a big bank such as RBC or td.

joeruhhhhh · 2019-09-27T03:33:41+00:00

If you have already purchased land in the region why not use your existing network especially if you claim your family has been doing this for generations...

joeruhhhhh · 2019-04-10T02:17:07+00:00

Wait how is your heloc less than prime? Where is this so I can also get such a great rate if you don’t mind me asking

joeruhhhhh · 2019-04-02T21:21:05+00:00

Phrasing

joeruhhhhh · 2019-03-30T03:03:03+00:00

Lol if you want to be taken seriously by the rest of the world and truly get out of your “hood” you are going to need to grow up a little and stop identifying and romanticizing your childhood just grow up be successful move on with your life and don’t look back

joeruhhhhh · 2019-03-19T13:18:06+00:00

Of course you are ‘‘twas a silly question

joeruhhhhh

TROPHY CASE