CliffA
Well-Known Member
- Dec 29, 2009
- 4,712
- Boat Info
- 2001 Sea Ray 340DA
Name: 'Happy Place'
4.5kW West. Generator
Purchased Nov. 2014
Fresh Water Use
- Engines
- Twin Merc. 6.2L (MPI)
640 hp (Total)
Raw Water Cooled
V-Drive Transmissions
we have been using Wells Fargo for financial planning for the past 15 years and have been pleased with how they have handled our account. My planner recently left Wells Fargo due to the negative publicity they have been receiving lately and major changes to their bonus plan which had a significant impact on my planner since he has been very successful over the years.
Now we must decide to stay with Wells Fargo and start over with a new planner or move our business to RBC and stay with our old planner.
My question to those of you that are familiar with financial planning and investing is are there any concerns with using a financial institution that is based out of Canada instead of using an American based institution?
I'll be the first to admit I am not well versed in such matters. That is why I am relying heavily on a planner I can trust.
We only have a couple more years to work if that makes a difference.
Thanks for any and all input.
cliff
Now we must decide to stay with Wells Fargo and start over with a new planner or move our business to RBC and stay with our old planner.
My question to those of you that are familiar with financial planning and investing is are there any concerns with using a financial institution that is based out of Canada instead of using an American based institution?
I'll be the first to admit I am not well versed in such matters. That is why I am relying heavily on a planner I can trust.
We only have a couple more years to work if that makes a difference.
Thanks for any and all input.
cliff