by Sandi Martin | Sep 12, 2019 | Inside the Bank, Wealth Management
(This article is reposted with the permission of the author. It was originally published here Boomer & Echo.) Imagine this scenario: you’ve gone into the bank to see about setting up a home equity line of credit, or buying a cottage, or increasing your regular...
by Sandi Martin | Oct 24, 2013 | Blog, Inside the Bank, Personal Finance, Real Customer Service
Hi. You probably don’t remember me. I was one of a series of warm bodies in that cubicle in Newmarket, the office (with a door!) in Huntsville, and the other office (with a window!) in Bracebridge. I mostly didn’t meet my sales targets and never made my cold-call...
by Sandi Martin | Jun 11, 2013 | Blog, Budgets, Canadian Housing Crash, Debt Management, Inside the Bank, Personal Finance
The point: there are two things you can do if there’s going to be a housing market crash, and worrying isn’t one of them. You’re here, so I’m going to take a long shot and guess that you read about money online, unless you’re here for the...
by Sandi Martin | May 21, 2013 | Blog, Inside the Bank, Personal Finance, Retirement
RRSPs: Hunting Season by Sandi Martin | Mat 21, 2013 The point: buying an RRSP sometime between January and March doesn’t mean you have a retirement plan. Go into any bank between January 2nd and February 28th and you will be haunted by the specter of an...
by Sandi Martin | Apr 15, 2013 | Blog, Inside the Bank, Personal Finance, Relationships
The point of this post: treat the people you’re dealing with like people to reduce the chances of getting screwed by a faceless institution. Also because it’s the right thing to do. I’m going to warn you: all this talk about skepticism is going to...
by Sandi Martin | Apr 10, 2013 | Blog, Debt Management, Inside the Bank, Mortgages, Personal Finance
The point of this post: do the work to understand how the mortgage lending system works so you can save the most money. If you want to get the very best interest rate (read: lowest bottom line price) on your mortgage, you need to know how to see yourself the way the...
