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[WTT] Closed
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- Jimboski
- Nov 25th, 2020 12:28 am
- Forum: Archived BST Posts
- Archived BST Posts
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Nov 25th, 2020 12:28 am
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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
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[GTA] Looking for the most honest of the honest Honda Dealership Service Advisor for a/c troubleshooting and repair
... if that's enough to strike that out as one of the root causes. Anyone can PM me or share here if they know the most honest of honest Honda Service Advisor and dealership? I don't mind driving 100 km if I have to. I knew someone from Action Honda before but unfortunately, he already retired. Thanks.
- alanbrenton
- Aug 19th, 2019 12:24 pm
- Forum: Automotive
- Automotive
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Aug 19th, 2019 12:24 pm
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Which insurance company is best to start career as advisor
I am looking to get into insuranceAnyone in this field please suggest me which one is best
- RamKmobile
- Jul 4th, 2019 11:59 pm
- Forum: Careers
- Careers
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Jul 4th, 2019 11:59 pm
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Questwealth vs Wealthsimple vs Modern Advisor
... @ 0.7 and questwealth @ 0.4~, I'm wondering if the fee from questwealth would make the "rock bottom fees" worth it. Also wondering about modern advisor @ 0.5~, but I don't have that much money yet to hit the 0.35. Thinking of transfering to them down the road when I have a large enough amount ...
- AdventSign
- May 5th, 2019 10:12 am
- Forum: Investing
- Investing
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May 5th, 2019 10:12 am
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Critique RRSP mutual funds suggested by Advisor
Hi everyone - my job has a pretty decent RRSP match. I am meeting the advisor pretty soon to set up the paperwork. I'll only be contributing enough to get the entire match, and beyond that, I am also doing the Couch Potato in Questrade via ETFs. Rules: 1. Can't ...
- Jucius Maximus
- Nov 18th, 2018 10:34 pm
- Forum: Investing
- Investing
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Nov 18th, 2018 10:34 pm
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[Las Vegas Advisor] Free las vegas advisor member rewards book for with $5 draftkings sign up
The deal Normally an LVA membership costs $37 usd, plus extra to ship the member rewards book unless you pick it up in Vegas With this deal, you sign up for DraftKings (daily fantasy gambling site) with $5, and you get a membership and the shipping for the MRB free. For those who don't know, this i...
- nevyn1234
- Nov 6th, 2018 2:15 pm
- Forum: Expired Hot Deals
- Expired Hot Deals
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Nov 6th, 2018 2:15 pm
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Negotiating Cash Payment with Claim Advisor
I am in need of your insight guys. Long story short, accident happened which wasn't my fault. Police report filed and $0 deductible has been confirmed. I am insured with TD. Now they told me that I could go with any bodyshop of my choice (but work will not be guaranteed, I am fine with this) HOWEVER...
- rapashoo
- May 30th, 2018 10:12 am
- Forum: Automotive
- Automotive
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May 30th, 2018 10:12 am
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TD Insurance Advisor - Ask me anything!
Hello everyone, I have been an Insurance Advisor for TD Insurance for 1 year now. I studied accounting at University of Waterloo before dropping out after my 2nd year due to difficulty of the program + rent and other expenses. I finished my Bachelor ...
- TDinsuranceking
- May 14th, 2018 5:38 pm
- Forum: Careers
- Careers
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May 14th, 2018 5:38 pm
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Gary Cohn - Trump's Top economic advisor quiting - March 7
According to various articles, Gary Cohn, Trump's top economic advisor and former investment banker for Goldman Sacks, is quitting tomorrow over the US tariffs that Trump is imposing. Expect a high level of market chaos over the next few days.... White ...
- craftsman
- Mar 6th, 2018 8:04 pm
- Forum: Investing
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Looking for Advice - Want to switch from Advisor into Passive investing (ETFs / index MFs)
... this form and feel a little nervous about posting but, I am having a difficult time finding unbiased investing advice. I am starting to think my advisor may not have my best interests in mind. They really do not do anything besides annual TFSA top ups and I am starting to feel like I can do it ...
- speakslow15
- Feb 26th, 2018 12:04 pm
- Forum: Investing
- Investing
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Feb 26th, 2018 12:04 pm