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[Royal Bank] Get FREE $25 Promo Card When You Meet With An RBC Advisor (TARGETTED)
... be eligible to receive a $25 Promo card (electronically) when you book an appointment, either in person or virtually (phone or video), with an advisor and attend the appointment no later than January 5, 2023. To qualify you must be of the age of majority in the province or territory in which ...
- EddySaver
- Nov 10th, 2022 6:29 pm
- Forum: Expired Hot Deals
- Expired Hot Deals
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Nov 10th, 2022 6:29 pm
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Robo advisor versus financial advisor
For someone starting out in saving for retirement (tfsa or rrsp), what are the pros and cons of choosing a Robo advisor versus financial advisor? And if you recommend Robo Advisor, which are the most suggested companies? Thanks!
- findingmyway
- Aug 16th, 2022 11:46 am
- Forum: Personal Finance
- Personal Finance
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Aug 16th, 2022 11:46 am
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[Snowbird Advisor] Snowbird Advisor New Mobile Plan - Late Summer 2022
Interesting email from SnowbirdAdvisor.ca Partnering with US carrier to offer Canada/US/Mexico cellular plans. Details late summer. I'm hoping partner will be Consumer Cellular or Mint Mobile.
- LeftyNorth
- Jul 8th, 2022 11:10 am
- Forum: Cell Phones
- Cell Phones
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Jul 8th, 2022 11:10 am
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[Daily] 2022/06/09 The Motley Fool - FREE Stock Advisor Canada Membership Giveaway - NO QC - Starts May 26th -
... https://www.fool.ca/giveaway-contest-rules/ The winner will receive: A FREE 1-year membership to Stock Advisor Canada and all of its associated features. Total approximate retail value of the prizes is $299 CAD. Contest is open to all Canadian residents ...
- stinastr
- May 20th, 2022 5:31 pm
- Forum: Expired Contests
- Expired Contests
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May 20th, 2022 5:31 pm
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Snowbird Advisor EMERGENCY TRAVEL Insurance NO STABILITY PERIOD VS TUGO Insurance ( 7 day Stability)
Has anyone bought the Snowbird Advisor Insurance NO STABILITY PERIOD insurance or TUGO? Just seeing if anyone had to use the insurance due to an emergency medical condition and how hard it was to get reimbursed? Husband is 80 days stable ...
- tbumstead
- Dec 14th, 2021 12:53 pm
- Forum: Travel
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Senior Advisor Bank Job Title Level
I've seen the title "Senior Advisor, XXXX" in some banks like TD and BMO. What does that job title usually mean? They don't seem like financial advisor positions, but rather they seem strategic or analytic. And they usually require ...
- MK0891
- Sep 6th, 2021 8:02 pm
- Forum: Careers
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Need a new CIBC Imperial Service Advisor
Is anyone on this forum a CIBC Imperial Service Advisor? I currently have the service but my rep isn't very good so looking to switch. Thanks.
- moofur
- Aug 15th, 2021 9:28 am
- Forum: Personal Finance
- Personal Finance
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Aug 15th, 2021 9:28 am
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Recommend an advisor (One time fee)
Hi All, I've been doing my own investments since 2017 and am currently 36 years old. Are there any recommendations for one time fee advisors that would review my portfolio and provide recommendations based on my retirement goals ? Ultimately, I'm still young but if I should be making changes I would...
- guilly
- Aug 6th, 2021 7:15 am
- Forum: Investing
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Career advice for working as a Banking Advisor at RBC
... and minor in economics. Given my degree, what sorts of career paths are lucrative in Canada? I recently got an offer to work as a Banking Advisor for RBC and I have accepted the offer this week. I know it’s not the best job but it’s been tough getting a job for recent grads like myself ...
- troy777
- Jul 14th, 2021 12:59 pm
- Forum: Careers
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RESP: Wealthsimple Robo Advisor vs Questrade
Hello everyone,We want to transfer RESP (Mutual Funds) to the different financial Institution. Don’t want to pay high $1.89 MER anymore. Any suggestions WS vs QT ?Thank you everyone!
- kleraj
- Apr 12th, 2021 10:30 pm
- Forum: Investing
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Made significant capital gains this year...any wealth or tax advisor recommendations to reduce taxes?
Throwaway or obvious reasons. I've made sizable returns so far in 2020 – around $800K. This is mostly unrealized capital gains from options in my margin account (LEAPs on your usual tech names that appreciated significantly). I was wondering…if I do withdraw, say, even $500K, this would be roughly 2...
- notajoke
- Aug 19th, 2020 1:58 pm
- Forum: Investing
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Recommend a Home Energy advisor
Hi just looking for a recommendation on a home energy advisor. I’m interested in the Enbridge rebates and understand they list a bunch of Registered Energy Advisors but would like experience on who has used which companies and had a positive experience.I’m in Toronto.
- EscaBoi
- Aug 1st, 2020 9:24 pm
- Forum: Home & Garden
- Home & Garden
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Aug 1st, 2020 9:24 pm
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B2B Investment Loan - Advisor Needed
Hi AllI’m looking for an advisor to help me obtain an Investment Loan at B2B. Any recommendations? I am aware of the higher risks for leveraged investing, however, this is something I want to do. Thanks all
- Alaric
- Jun 27th, 2020 6:35 pm
- Forum: Personal Finance
- Personal Finance
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Jun 27th, 2020 6:35 pm
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Fee-only advisor vs % of asset advisor for my retired mom?
Hi! My 68 year-old mother is newly divorced from my dad and doesn’t have any financial knowledge so I want to make sure that I direct her in the right direction for the investment of her assets and the withdrawal strategies for the following years so that she can have the best quality of life possib...
- JeanFrancoisM52398
- Jun 5th, 2020 7:02 pm
- Forum: Personal Finance
- Personal Finance
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Jun 5th, 2020 7:02 pm
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[Daily] 2020/03/14 - My Own Advisor blog - Win TurboTax (CAN, 3 winners)
There is also a 15% discount until April 30 for everyone. Enter: https://www.myownadvisor.ca/turbotax-canada-makes-tax-filing-easy/
- Emilyb
- Jan 26th, 2020 12:19 pm
- Forum: Expired Contests
- Expired Contests
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Jan 26th, 2020 12:19 pm
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Fee-for-Service Financial Planner / Advisor -- Recommendations (Guelph/KW)?
I'm looking for a fee-for-service financial advisor in the Guelph or Kitchener-Waterloo area. Basically, I'm in my 30s and I'd be looking to meet to discuss my financial plan for retirement. Does anyone have an advisor in the region that they'd recommend? Thanks!
- VifferFun
- Jan 20th, 2020 2:26 pm
- Forum: Personal Finance
- Personal Finance
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Jan 20th, 2020 2:26 pm
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Looking for financial tax advisor in Quebec
Anyone in these forums could maybe help or point in right direction concerning advice needed for a specific situation in Quebec. I have a retiring allowance coming to me in 2 lump sum payments. $5000 received already in 2019 and $18000 to be received in 2020 before March 1st. I have legal fees of ar...
- avnebbie
- Jan 7th, 2020 4:08 am
- Forum: Investing
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best legal advisor in GTA to defend careless driving ticket ?
... driving ticket. I do not really have to to defend the ticket and just want to hire the best one to help me defend it. Who is the best legal advisor in GTA to defend carless driving ticket? Who would you recommend? I did some google search and there are many out there but not sure who is ...
- coolmanfever
- Nov 15th, 2019 6:08 pm
- Forum: Automotive
- Automotive
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Nov 15th, 2019 6:08 pm
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Met with an advisor - thoughts pls?
Hi I met with a financial planner advisor to invest some money and he proposed the following for my TFSA and non-registered funds. Was wondering what your thoughts were or suggestions? I am looking to retire in 10 years so this is long term. ...
- boneca
- Nov 3rd, 2019 4:58 pm
- Forum: Investing
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Personal vs commercial insurance advisor salary (RIBO)
I’ve been trying to find out some information on salaries. I’d appreciate your help. It looks like commercial insurance advisors get paid a little better than personal advisors but there is conflicting info online. Is there anyone here working for Brokerlink-Ontario that could let me know how much c...
- d5486
- Oct 12th, 2019 7:37 am
- Forum: Careers