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Share your advice - Career Moves - How many jumps have you made either from firm to firm or team to team in your career? Any regrets? How did your income change? What advice do you have for others?

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Talking to my spouse about when we want to start trying for kids, but wondering if it's at a good idea at all because I'm very selfish with my career and I like working, I like this path I'… more

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I'm feeling pretty burned out lately and it's only the first month of the year. To be fair, I feel like January is always a hard month for me to get through- well, probably February too lol- b… more

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I've been reading a lot of articles on the fear of AI stealing jobs, making jobs obsolete, etc. and I've always felt like that would never be the case in this industry- just curious if you eve… more

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Wondering if ageism has affected you? That's obviously a huge concern in most lines of work for women, but despite how compelling the aggressive go-getter attitudes of younger advisors (males in p… more

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Hey ladies!! Just curious... what's the biggest mistake you see women making with their finances? I'm asking because of some discussions that have come up with male colleagues and there seems… more

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I am a Wealth Advisor(5+years) but the majority of my 22yr career has been focused on Leadership Development/CRM Management at one of the largest telecommunications companies nationwide. I truly enjoy… more

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What finance jobs are most at risk if/when the economy enters a recession?

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Hi! So, I was super excited about an internship at JPM private bank, but I was discussing it with a few of my classmates and they made wealth management sound like the absolute worst thing I could eve… more

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I’m in a planning role for my firm but track revenue. Earlier in the year I took on a case and it ended up being larger than my role “handles” and it had to go to our HNW team. I was local and the adv… more

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My new years resolution is to find a completely new hobby that gets my brain working in another way. Do you have any unusual hobbies? Please share!

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I have a Roth IRA I throw $100 at monthly (not a lot but figured it's SOMETHING) because I have CC debt I'm trying to pay off. I've been told to pay debt first but the Roth is all I have f… more

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I'm 35/F and I'd like to be better with my money. I have a fiduciary but whenever we do our yearly check in, I feel like he doesn't really answer my questions. He doesn't want to be mo… more

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What was your dream job and do you feel like you have it now? Or did you pivot at some point?

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Happy New Year everyone!
We are resuming our complimentary financial education cycles frkm January 7th.
The sessions are open to the public, with no cost and no obligation! This is a complimentary service that our firm peovides.
The first guest session is on Saturday, Jan 7th at out downtown office (Zoom option is available).
We will go theough saving, investing, risk & returns, taxes, estating, government registered accounts, etc. Let me know if you’re interested to attend.

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I'm in my first year of college and have decided to study business and finance. I'm not really sure what I want to do with it yet but I just know I want to be successful. Any advice for a youn… more

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Have you ever had a great leader or boss that you completely respected, etc. and what were those things that really stuck out to you about them? Do you think the traits you appreciate in a male leader… more

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I have some clients that want to sell their home (in a GREAT area) and move to an even greater (pricier) area. I think they should hold off and wait a bit but here's no convincing them otherwise a… more

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.Today he reached out to let me know that the senior leadership would be looking at my progress tracker and to make sure to keep everything tight. We’ve had this conversation multiple times I’m in a b… more

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Tomorrow is our last guest session of this year, so I’ll repost this here:
I recently joined a new business in the finance industry, and our team offers 3 complementary financial education sessions, at no cost and no obligation, open to the public. We educate people on basic to higher level of financials such as saving, investing, government registered accounts, etc. Highly recommended to everyone; you’ll gain valuable knowledge and opportunity to ask questions. Let me know if you’re interested

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Do you do any charity organizing or donating over the holiday season? What are your favorite charities? Looking to share a little seasonal cheer.

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Let’s finish this up strong! What are your year-end self development plans?!
We have our last session of the year of our group/guest financial education cycles at our Downtown Toronto office this Saturday. We go through our first financial education session that we talk about basic to higher level of financial information; from saving, investing, risks and returns, registered accounts, etc. There is no cost and no obligation. If you are interested to attend in_person or via Zoom, let me know.

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What's the best present you've ever gotten from a client? I got a gift card to a fancy very expensive spa last year which was so so nice during the cold. We can't really accept anything ov… more

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*✨Hi All! We are growing in this bowl! 🌱*

*If you are interested in getting more involved in this bowl and want to earn rewards for your participation. Become a Bowl leader! 🤩*
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Do you do personal gifts for associates you manage? Or any type of holiday appreciation thing? If so what do you do? Thank you new to the bowl.

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Not sure if I've done something wrong, help needed. I've had a mentor at the company for two years and I think she's great, she's a senior investment manager for the company and someon… more

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If you could give any piece of advice to young women who want to pursue a career in wealth management what would it be?

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Does any one know If it’s challenging to get on with Deloitte in one of their consultant investment management roles? I’m in Operations and would love to get into consulting and wondering if it’s out … more

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I've been at my current company 3 years without a significant raise (while several men I work with have had raises and promotions) and I'm wondering if I'm losing out on a higher potential… more

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Has anyone in here ever had issues making more than their spouse? My husband has always made more than me (didn't bother me since we take care of most of our expenses together) but he recently los… more

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What's the best way to apologize to a coworker or colleague after snapping at them? I had a really rough day Monday and spoke in a harsher tone than I should have to my assistant, now I feel like … more

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I feel like one of my colleagues is being unprofessional the way s/he reply to my email.

How should I approach this without getting into the formal route ?

S/he has been with t… more

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Does anyone know how the culture is at fisher investments?

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Any suggestions on criteria for hiring an assistant? My last one was female and she didn’t like me. I have a strong, direct, big personality.

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What do you say in your self-evaluations? I seem to forget all the awesome things I've done all year when I sit down to write mine. It feels so unnatural to "brag" but I know it's ne… more

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How long does it take on average for a CA to go into an FA role?

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What is the top key trait you have noticed in great women leaders, and why?

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Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. The stock market has plenty of opportunities to earn which some many individuals w… more

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www.pivotcitizenship.com A brighter future is aviating😃 Having a second passport is the best way to ensure a safe and flexible future for yourself and your family as well as securing a high paid job with low tax rate. Why be at the mercy of a single Government to control your destiny? As countries continue to close their borders to specific passport holders, dual citizenship is now necessary, and having two passports means always having more options. Visit our website today to get started.

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