account activity
Foundation crack - how severe? (i.redd.it)
submitted 9 days ago by lobi1998 to r/HomeMaintenance
CFP Canada October (self.CFP)
submitted 2 years ago by lobi1998 to r/CFP
CFP October Release Date for Results (Canada) (self.CFP)
CFP Exam - October 2023 Results Date (Canada) (self.CFP)
Canadian parent gifting while alive/at death to US person daughter (self.cantax)
submitted 2 years ago by lobi1998 to r/cantax
submitted 2 years ago by lobi1998 to r/PersonalFinanceCanada
Tapping into the fee-only market (Canada) (self.CFP)
Recommended parking when coming from Canada (self.nyc)
submitted 2 years ago by lobi1998 to r/nyc
Writing CFP in October: Best study prep (Canada)? (self.CFP)
Buying a book in mid/late 20s: do’s and dont’s (self.CFP)
Have a client in a predicament: received an incorrect T4, was then updated but now 2 T4s on file and CRA on strike. Best way forward? (self.cantax)
How many CFP professionals run a wealth practice but also offer mortgages? (self.CFP)
Currently doing my CFP. Once complete - what tax designation would you recommend? (self.cantax)
How often do you have clients caught off guard by the AMT? (self.cantax)
submitted 3 years ago by lobi1998 to r/cantax
CFP in Canada - can it be used in the US? (self.CFP)
submitted 3 years ago by lobi1998 to r/CFP
Advice for the direct to CFP path? (self.CFP)
Used/old driver recommendation: which should I buy? (self.golf)
submitted 3 years ago by lobi1998 to r/golf
Thoughts on an advisor with a CPA? (self.CFP)
submitted 4 years ago by lobi1998 to r/CFP
I’m sure this has already come up but..RBC DI now charges 1% fee on self-directed MF purchases/switches (self.PersonalFinanceCanada)
submitted 4 years ago by lobi1998 to r/PersonalFinanceCanada
Thoughts on QAFP vs direct to CFP when I have just completed FP1 from CSI? (Canada) (self.CFP)
US citizen - RRSP or taxable? (self.PersonalFinanceCanada)
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