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.

My company has a DPSP program that feeds it directly into an RRSP account. I don't believe there's any RRSP contribution matching program on top of the DPSP (I know I should know, I'm being bad). Assuming there's no matching program, is there still a point in signing up for a X% contribution every paycheck?

IEP, 504, and those without internet will return in-person next week while rest of students remain remote. Regular Ed teachers may have students (mild Learning Disabled kiddos) in their room while teaching. They are saying it’s a liability issue if they have one student in the room with them, even though teaching other via Zoom. Thoughts? Anyone else experiencing this?

Anyone going to play AMZN earnings? It’s hard to say if we will still have low expectations this quarter but have to think AWS has done real well this quarter. It’s probably too early to tell how much WMT + is stealing business. The wild card is if they announce stock split.

Should I be reducing my contribution to my 401k at the moment? Based on the drastic 🐻 market?

My monthly salary after employees pf deduction and professional tax of 200 is 96,500.
How much income tax will be deducted on this amount without any investments and all.

I am exploring job option at RSM. What are 401K and HSA service providers for RSM?

Places to stay in Iceland that aren’t hella expensive? Also, any suggestions on ways to save money when there?

Are there any youtubers you would recommend for watching for stock picks advice?

Does anyone have any tips to maximize miles when getting married? We currently only have one card that is the same. Does it make sense to add her to all of my other cards as an authorized user? Any tips appreciated

What percentage of your income do you save, invest and spend?

i’m at work literally stressed about $3.5k (spread across there states) and this is why i can’t stand state taxation.

how you gonna shut down a business license over $100?!

What to do with stocks/crypto accumulated in US, sell them when moving back to home country after completing H1B ? What about taxation when you hold and sell later ?

Is this a bad rate? 3.375 with 20% down on a condo in central Florida. 780+ credit score

Just put my deposit down for a 6 mo wait for a datejust… any ways to speed up the wait time? 😬😳 Want it on my wrist already!!

Welcome everyone. I hope to keep this bowl clean of any promotional content while discussing ideas to grow our wealth together. Please share the group link on your company bowls so that we can get good participation and useful insights...

Is 80k cash + 20k company share a good deal for a junior dev role in the bay area?🙏

How do I get rid of a reputation?
Unfortunately, I’ve overdone the booze several times, including once with people outside our company. I’m early in my PE career and I know how important reputation is. What can I do to deal with this?

ZM - back to 🚀🚀🚀🚀

Alright this bowl has convinced me I need to buy a Rolex. Where do I begin? I know my brother got a Batman GMT after about a year at a jeweler he never purchased from a few years ago, but was he just lucky? Do I need a relationship with an AD in today’s market for a Sub or GMT? Based in Seattle but would prefer to buy in Oregon to avoid taxes

What is the salary range for a Principal Consultant and Senior Principal Consultant at Oracle?

Hi, after each interview, the recruiting agency will call me to get feedback and ask me if we're still good on X salary?

What's a good way to not agree on a set number on these calls until I get my offer?

Wow! What a day! What type of company starts layoffs right before the holidays? Lost my job this morning and I am stressed out. Is there any chance of finding a new job before the holidays? I'm doubting it.

Any insights on on-site opportunities in capgemini?

How is SAP at capgemini ?

how much can international students make working part time at mcdonalds or subway after taxes?

Looking for a new role - Sr Mgr Corp digital marketing Chicago (reorg things are changing). Any leads or ways of networking with other firms? Please lmk! I’m a top performer, would love a referral 💕

Am I still allowed in the wine club if I discovered a moscato that is $4.99 and the best wine I’ve ever tasted?

Had virtual interviews (4 hours) with V5 a week ago. Met with everyone in the practice group. Haven’t heard anything since. Anything I should do at this time? Edit: Already sent thank-you notes within 24 hours after the interview.

Hi All, How is SAP Hybris projects in DXC Technology. I got an offer from DXC , Years of experience 8.7

The dickiest of dick moves is to schedule a 9am meeting and then move it at 8:45 the morning of.

How is Google from a pregnancy/maternity support standpoint? Considering applying for a role, but likely will aim to have a child within the next year. Would they be accommodating? Do people usually come back from maternity leave into the same role or a different role?

Tips on getting a job at Wing? Im finishing my masters rn and would love to join after im done

I’m a jr SWE and have successfully landed an interview with Google. It’s time for the coding and interview rounds. I’m a wreck. What was the best way to prep for this portion of the interview?

Trying to gauge what everyone is giving to their sales assistant for the holidays?

Has anyone hated this job... and then found ways to turn it around?

Speaking at a conference with Bitcoin and antique specialists soon. They are going to say the way forward is not the stock market, but alternatives - especially cryptos. How to stay sane in that room?

How much did you spend on client lunches/dinners last year? I’m at $3,600.

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Signs someone is not cut out for this industry?

been in Financial services 4.5 years. It has been a struggle and hasn’t gotten easier Just got a job offer from the city. Feeling torn don’t know what to do. Wife wants me to take job and quit.

Wells Fargo merger news. What’s it mean?

What are some talents/hidden hobbies most of your coworkers don't know about?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

One of our older advisors is about to retire so his book will be split amongst us junior advisors. What can I do to pitch myself to him and to management to earn the bigger accounts?

How do you sell the benefits of managed money to your clients?

What’s your hype up song this week?

Booyahh, landed hedge fund number 2 for IPOs.

I had no idea how well people could do for themselves as an advisor. Are many of you millionaires? If so, when did you reach that milestone?

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?