Quote:
Originally Posted by yads
In what sense? He can sell anything that a licensed MFDA/IDA adviser can. If you want to get into real estate he could advise on it and he actually does a pretty good job. I've asked him his thoughts on things that he couldn't sell me and he's given a pretty good analysis on it.
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I'd suggest that if your bank guy is advising on stuff he's not licensed to sell, he's risking his licence. On his worst day, Slava is better than 99% of the bank flakes. We all are.
Quote:
Originally Posted by Slava
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!
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Ha, I consider #2 as an advantage, actually. But I don't ever remember sending you a fax proclaiming myself as #1 Oilers and Esks fan. Liar!
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)  |
I'll lend you 10 bucks and then you can throw in your 10 bucks worth. Way better'n two cents. But, thanks, buddy. I appreciate the endorsement.
Seriously, folks, the last thing I want to do is troll for clients on a website. I have other reasons for coming to this place. I have a few clients on this site but most people want someone nearby, and I'm not in Calgary. I know Slava and we've had some chats. I think any of you would do well with him. Except, you, Draug. You stay right where you are.
One thing on my behalf, I'm older and am...wealt...naw, I'll say pretty well off. I've seen stuff the young farts have not, and the strategies that have built financial independence for us I also use for my clients.
Draug is right. I started out by answering his questions. I enjoy doing that. I probably shouldn't, but I spend quite a bit of time doing this pro bono work. There are a few others on this site who have contacted me for advice, and I don't mind. Nor do I expect anything. In fact, I've told a couple of them to contact Slava for planning and products.
