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Thread: Td Canada Trust financial advisor

  1. #41
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    Quote Originally Posted by cidley69 View Post
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    What do you call the type of professional that will do that, and where are you they found?
    Discretionary PM managers. They are fiduciaries. (Like actual fiduciaries, not Realtor-TM fiduciaries).

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    Quote Originally Posted by cidley69 View Post
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    Pretty much every economist in the world forecast a market pull back, doesn't seem like financial advisor would need to be nastrodomus to realize a portfolio restructure would hedge against a global slow down.
    Economists are predicting a recession. Market participates are predicting the market.

    It is a common misconception that the markets track economic performance.

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    Quote Originally Posted by ExtraSlow View Post
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    What's the threshold requirement for those guys these days? I asked once, didn't qualify, then never thought about it again.
    They do this with pricing as well. Very expensive on the first $1MM in assets, then declining rapidly above 3-5.

  2. #42
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    Markets are 23% off. Buy more now.

    Or if you’re 89coupe, he thinks there’s another 23% off coming so you can hold out for more savings.

    Either way it’s always a good time to buy

    Just ride it out. I think I’m down 30% from peak lol
    Conversations like this can be intense.

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    Yea a few places I know of have a $ minimum in fees. Want to go under a million? They dgaf but the fees aren’t any lower, even if it means you are paying 5%+.

    Once you hit a certain threshold the fees become more reasonable/proportional.
    Originally posted by Thales of Miletus

    If you think I have been trying to present myself as intellectually superior, then you truly are a dimwit.
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    fact.
    Quote Originally Posted by Yolobimmer View Post
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    guessing who I might be, psychologizing me with your non existent degree.

  4. #44
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    Ha that’s why I self manage lol you guys in those clubs?

    Beyond ballers, out yourself!
    Conversations like this can be intense.

  5. #45
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    lol you're getting mega major ripped off if your FM company is charging you fees + MERs.

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    Quote Originally Posted by sabad66 View Post
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    Talk to @dezmarez . Excellent dude who can probably help you out with this either directly or point you to someone who can
    Know / used Matt a lot back in the day. When he moved to wealth - my amount I moved over (also 6 figures) didn't do nearly as well as in my Manulife accounts. I don't blame him but I pulled it out and brought it back. It seemed to me that if you are starting out; TD was good to me, and if I had 8 figures I bet TD would also be good to me. That middle ground was a no-mans land where I didn't get access to the best products but I still had a wealth advisor.

    Perhaps it has changed, and I miss having him for other stuff, but TD really didn't do well for me there.
    Last edited by The Cosworth; 09-27-2022 at 09:19 AM.
    Cos...

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    I have a guy at investors group who I used to know when he was in the energy business. He's a really sharp guy. He's also convinced he could save me a lot of money. I think he's probably sure that he can make decent income from this.

  8. #48
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    Seeing as how the MER is paid no matter how the funds/etfs do, yeah.

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