Anybody Know a Financial Planner? - Calgarypuck Forums - The Unofficial Calgary Flames Fan Community

VladtheImpaler · 12-14-2009, 07:06 PM

Is anyone on here a financial planner or know a good one? And by FP, I don't mean the guy from CIBC or Investors Group whose main priority is to sell you his mutual funds (already have one of these guys), but an independent guy (or gal) whom you pay (whether a percentage or cash) to make a comprehensive financial plan for you. Thanks in advance.

Locke · 12-14-2009, 07:07 PM

Slava, but hes dodgy.

No hes good.

thesmugger · 12-14-2009, 07:08 PM

World Financial Group.

VladtheImpaler · 12-14-2009, 07:16 PM

Quote:

Originally Posted by Locke

Slava, but hes dodgy.

No hes good.

Is Slava an independent planner or a rep for someone? I guess I should have sat next to him, instead of your useless ass, at the hockey draft.

VladtheImpaler · 12-14-2009, 07:17 PM

Quote:

Originally Posted by thesmugger

World Financial Group.

My first choice, if they skate the charges...

Locke · 12-14-2009, 07:22 PM

Quote:

Originally Posted by VladtheImpaler

Is Slava an independent planner or a rep for someone? I guess I should have sat next to him, instead of your useless ass, at the hockey draft.

No, you made the right choice, I'm a fun drunk, Slava gets mean when hes hittin' the sauce.

I think hes an indy but what the hell do I know, I dont have any money so I dont worry about investing it.

VladtheImpaler · 12-14-2009, 07:24 PM

Quote:

Originally Posted by Locke

No, you made the right choice, I'm a fun drunk, Slava gets mean when hes hittin' the sauce.

I think hes an indy but what the hell do I know, I dont have any money so I dont worry about investing it.

I don't either, but I want to know what to do when I win the 6/49 on Wednesday...

flip · 12-14-2009, 07:26 PM

Marge: Homer, we need to talk to a financial planner.
Homer: Financial panther, eh? (he starts to imagine)
Banker: Mr. Simpson, you're a dollar overdrawn.
Homer: Get him, Sheba! (a panther leaps onscreen and mauls the banker) (back to reality) I'm on board.

FurnaceFace · 12-14-2009, 08:33 PM

Slava is somewhat independent http://www.m3financial.com/

prarieboy · 12-14-2009, 08:44 PM

QV Investors

http://www.qvinvestors.com/

Very defensive approach to investing. You won't get slaughtered when things go bad but you won't make obsene returns when things are hot either. They charge a percentage fee.

You need some dough to talk to these guys. They don't do overall planning either but will look at your holdings and assess your risk. PM me if interested in more details.

Slava · 12-14-2009, 10:16 PM

Thanks for thinking of me here guys. I am actually totally independent. My dealership is through Manulife Securities but within those accounts you can hold anything. Same type of account as having a TD Waterhouse type of account.

I do full financial planning including insurance, tax and estate work and of course investing. Feel free to PM me if you would like to talk.

Rathji · 12-14-2009, 10:18 PM

Slava rocks!

Phanuthier · 12-15-2009, 12:56 AM

Definitely Slava is worth talking to. I'm not a client of his or anything, but I've talked to him a few times and he has a good approach on how he does things, nothing dodgy or off-the-seat of his pants. While AIG or even some multi-billion dollar managers like Fidelity or whatever might make some big promises or pull out some high-roller numbers, Slava's approach is like the Darryl Sutter of money managing. Simple, boring but you don't need to freak out because he has a solid plan on what he's gonna do because his results are solid.

Locke · 12-15-2009, 02:15 AM

I once met a man who tried to claw his way out of a minivan. For discretionary purposes I wont name names, but it was quite the event.

Draug · 12-15-2009, 03:49 AM

I'll through my 2 cents in for MoneyGuy. He is working with me currently, and has for almost the past 2 years. I am not sure how his approach is different (if it is) from Slava's, and mean no disrespect to Slava either. It just so happened that I came across MoneyGuy first, and he answered alot of my questions through PM. From there, the relationship grew to the point where he was financial planning for me.

Nothing but good things to report. I feel confident recommending him to anyone.

Well, maybe I'd have more than 2 cents to throw in if he really was that good! (j/k)

Slava · 12-15-2009, 06:31 AM

Quote:

Originally Posted by Draug

I'll through my 2 cents in for MoneyGuy. He is working with me currently, and has for almost the past 2 years. I am not sure how his approach is different (if it is) from Slava's, and mean no disrespect to Slava either. It just so happened that I came across MoneyGuy first, and he answered alot of my questions through PM. From there, the relationship grew to the point where he was financial planning for me.

Nothing but good things to report. I feel confident recommending him to anyone.

Well, maybe I'd have more than 2 cents to throw in if he really was that good! (j/k)

No disrespect at all. I have met him a number of times and we are actually both through the same dealership. I'm sure that there are a few philosophical differences here and there but maybe only two major differences:

1. I am licensed for and do single securities (stocks, bonds, etc).

2. He is an Oilers fan (and has identified himself as the #1 Oilers Fan and Eskimos on faxes to me!). So while we both make you money his is greasier!

yads · 12-15-2009, 09:22 AM

I have a guy who is from CIBC, but he's not the type of hack you are referring to. The guy does really good analysis and his priorities seem to be his clients not himself. The guy was telling us about the coming meltdown of 08 earlier in the year. Really saved a lot of money with his advice.

VladtheImpaler · 12-15-2009, 09:26 AM

Quote:

Originally Posted by yads

I have a guy who is from CIBC, but he's not the type of hack you are referring to. The guy does really good analysis and his priorities seem to be his clients not himself. The guy was telling us about the coming meltdown of 08 earlier in the year. Really saved a lot of money with his advice.

I hear you, but in the end those guys get commissions based on how much CIBC product they get you into. I have a guy at IG, and he gives me very good advice as long as it involves keeping my money in IG products, but, Jebus forbid, I suggest moving it out to invest in real estate or something else...

Cowboy89 · 12-15-2009, 09:37 AM

Quote:

Originally Posted by Phanuthier

Definitely Slava is worth talking to. I'm not a client of his or anything, but I've talked to him a few times and he has a good approach on how he does things, nothing dodgy or off-the-seat of his pants. While AIG or even some multi-billion dollar managers like Fidelity or whatever might make some big promises or pull out some high-roller numbers, Slava's approach is like the Darryl Sutter of money managing. Simple, boring but you don't need to freak out because he has a solid plan on what he's gonna do because his results are solid.

Not a client of Slava's but met him a couple of times, am on his newsletter list and even attended a presentation he made last summer about his trip to the Berkshire Hathaway Shareholders meeting. Based on those interactions it appears like that last sentance is the perfect analogy. For what it's worth I am a finance professional, albiet working in corporate finance as opposed to retail finance, but his posts here on CP about financial topics also reinforce those impressions.

albertGQ · 12-15-2009, 09:40 AM

I deal with Slava for my son's RESPs and now for our life insurance.

I'd recomend him