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A response to an article from Globe Investor

on Wed, 11/16/2011 - 08:06

 

Was reading tweets from Twitter and saw this tweet from Globe Investor.

I feel so attached because I feel exactly the same way. Read the article: Terrible financial advice – available at a location near you

I can say I truly started my career as a financial advisor was when I was a back office administrator. I had my insurance and investment fund licenses but I don't think I utilized them as much as I should have at that time. Anyway, at one point, I was partnering with another broker in the industry and a leverage program was the only product he pushed.

Banks can be harmful, too

on Tue, 09/13/2011 - 12:26

So, I was tweeting as usual... was reading through the transcript of the chat on Globe & Mail RESP Q&A which was held on Sept 7. It was a great chat, and I always like the way Mike handles his questions...LOL

 
 
Anyway, I have to oppose going to the banks for everything you need... I am sorry, you might think the banks are great, but the truth is you hardly get a good banker who will be able to (or willing) to look into everything for you on every aspect that (s)he can, and that's the fact (so if you do have a good banker, treasure him/her).
 
Here are a few examples:
- this young client