Uptown
What sport does Scott Fingland play in the summer?
Golf
Who invests in meme stonks?
Retail investors
How much is the minimum to invest in the IAA? (Investment Advantage Account)
$250,000
What program is Paul studying at Laurier?
Music & Business
What is an IRP's targeted clientele?
Mass affluent (40-75 years old)
When is Cheryl due?
August?
What are meme stonk investors trying to achieve?
A short squeeze (burn the hedgies)
Why do we suggest clients invest in the IAA?(investment advantage account)
Lower fees
What branch did Aravinth come from?
K & U
What title should you use when introducing an IRP rather than Investment Specialist? (This title scares clients)
Financial Planner
What position does Mitch play on the Golden Hawks football?
Linebacker
What style of investing is the meme stonk craze?
Momentum investing
What are RBC's low volatility funds called?
Where is Colleen planning to go in January 2022?
Disney
What is RBC's primary financial planning software?
MyAdvisor
What is Kevin's favorite lunch meal at Valu-Mart?
50% Szechuan Beef
What is the newest Wall Street Bets stonk play?
How many countries does GAM have offices in?
Who was the beast of the week this past week?
Lloyd Bi
List two financial planning designations approved by RMFI? CFP, PFP, QAFP
CFP, PFP, QAFP
How many Habs fans are there at Uptown?
2 -- Louise & Ali (but there should be 0)
List me 4 meme stonk TICKERS (ex: Royal Bank of Canada = RY)
BB, GME, AMC, SNDL, BBBY, KOSS, KTOS, NAKD, NOK, etc
List 3 fund families Sarah Riopelle and team manage.
Select, Choices, Global, Target Education & Target Retirement
2 dozen Krispy Kream bangers!
What process do we use in discovery as IRPs?
Your Future By Design (YFBD)