[ENGLISH EPISODE] Welcome back to the Casual Confoes podcast, a series dedicated towards economics and finance. Today we had Eason Ye as a guest; a Qualified Associate Financial Planner at TD Canada. In short, he’s the guy that advises clients based on their criteria on investment and retirement. We talked about his youth, how he ended up in Canada, what factors he considers before setting up a portfolio and how he even lost more money than his clients during the March 2020 stock market crash.
Everything said by Eason are his own opinions and views and do not necessarily equate to the views of his employer. If you have any questions, Eason has graciously made him self available. You contact him through his website profile: https://financialplanners.td.com/eason.ye/
- 0:00 – Casual Confoes Opening
- 1:20 – Introduction: Eason from China to Canada
- 8:02 – Why Eason Chose Finance
- 10:28 – Explaining his Job Title as a Qualified Financial Planner
- 14:02 – How Eason Got His First Job out of College
- 25:50 – Eason’s First Selling Experiences
- 30:08 – Misconceptions of his Job
- 33:25 – What Does an Average Day Look Like?
- 37:20 – Setting up a Client’s Portfolio (Young to Old)
- 43:02 – General Financial Literacy of the Clients
- 46:25 – What Was March 2020 Crash Like For You?
- 51:03 – His Views on the Current Market Situation (Aug 2020)
- 55:24 – How He Relates Towards Clients
- 1:01:50 – Client Demographics
- 1:08:10 – How to Grow Inside the Organization
- 1:11:38 – Managing Clients
- 1:17:55 – Real Life vs the “Wolf of Wall Street” Image
- 1:23:00 – What’s his Future Look Like in the Next 10-15 Years
- 1:25:00 – Seneca
- 1:27:05 – Closing Remarks
Video version of the episode:
Intro/Outro beat with compliments of Sjakeem Seedo.
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