(no subject)

[raincitygirl]

So, um, if you were giving any thought to investing any money with Investors Group, I would suggest running like hell in the opposite direction instead.

I am giving serious thought to forwarding my soon-to-be-ex financial advisor's emails to me to his boss at IG, because he is continuing to be such an asshole. I don't think I'd even have to editorialize in order to point out that what he's writing to me and the way he's putting it is inappropriate in business correspondence. It would just be a question of forwarding the emails, and possibly highlighting the particularly egregious stuff. I feel like emailing him back, "When in a hole, QUIT DIGGING!"

I won't. In fact I still haven't responded to his most recent email from 2 days ago, because I was so angry with him writing to me, among other things, "I fear for your financial future. But maybe you don't care." I knew I couldn't respond civilly and I was raised to be civil. Evidently IG guy was raised differently. The only reason I haven't forwarded the emails yet is because there is a slim possibility his boss might fire him, and I don't like to think of myself as the type of person who would try to get someone fired when they have a wife and two kids to support. But if he keeps up this correspondence, I may turn into that type of person.

Who decides, upon having been (very politely) informed that their services are no longer required, to unload on their soon-to-be-ex-client IN WRITING, so that client has a record of what they've said? It just seems totally unprofessional to me. Aren't financial advisors supposed to thrive upon word of mouth referrals? Wouldn't it seem like a good idea not to burn bridges? I have no idea if this guy is unusual or if this is standard Investors Group practice, but I am feeling more pissed off at the entire organization with each passing day.

Comments

[kitajmaze]

Fuck that guy.

[raincitygirl]

Yeah, pretty much. I'm not going to forward the emails to his boss until AFTER I've closed out the account altogether, but I'm going to do so. And I can't close out the account until my nice investment lady at the credit union and I have signed a bunch of paperwork regarding the Registered Retirement Savings stuff (because if I don't move it from something tax-sheltered at Investors Group to something else tax-sheltered at Vancity, I end up having to pay a bunch of tax on it). Which I already knew about when I emailed him, despite his various implications that I am hopeless at managing my own money.

And I can't see my nice investment lady at Vancity to get those signatures until August 12 because she's only working extremely part-time right now due to coming back to work slowly after cancer treatments. She offered to transfer my account to one of her colleagues so I could get it done faster, but after 9 years of her patiently putting up with my bullshit, I'm not going to switch to someone else because her cancer is inconvenient to me. It just means IG asshole gets a stay of execution for a few more weeks.

BTW, I remember reading somewhere that Vincent Kartheiser and his wife had a baby last year. Am I correct, or am I mixing him up with some other moderately famous actor? How can he have had a baby when he's just a baby himself???? It's like when I went to look at the picture of the new vet on the veterinary clinic website when I found out my regular vet is on maternity leave until next year. The new vet looks about twelve, and graduated veterinary school in 2016. I'M GETTING OLD!!!!!!

[lyssie]

I doubt you're the first person he's said hideous things to.

And people like that don't deserve jobs.

[raincitygirl]

Yeah, I don't think anybody's that nasty spontaneously, without having practiced on other people first.

I'm not going to forward the emails to his boss until AFTER I've closed out the account altogether, but I'm going to do so. And I can't close out the account until my nice investment lady at the credit union and I have signed a bunch of paperwork regarding the Registered Retirement Savings stuff (because if I don't move it from something tax-sheltered at Investors Group to something else tax-sheltered at Vancity, I end up having to pay a bunch of tax on it). Which I already knew about when I emailed him, despite his various implications that I am hopeless at managing my own money.

And I can't see my nice investment lady at Vancity to get those signatures until August 12 because she's only working extremely part-time right now due to coming back to work slowly after cancer treatments. She offered to transfer my account to one of her colleagues so I could get it done faster, but after 9 years of her patiently putting up with my bullshit, I'm not going to switch to someone else because her cancer is inconvenient to me. It just means IG asshole gets a stay of execution for a few more weeks.

[madripoor_rose]

Well, I would have already given him a pass on the first time being awkward wording....but now he's proven himself to be a bully and yeah, I would push this up the ladder.

[raincitygirl]

Yeah, I'm going to. Someone acts like a complete and total jerk once, they'll get the benefit of the doubt. But if they keep on doing it, not so much with the benefit of the doubt.

[out_there]

I'd forward the emails. I mean, one badly worded email, fine, we all have off days. But passive aggressive lashing out in multiple emails? That's not acceptable and his bosses might not be aware of it. If he's a good employee in other ways, this should be a prompt for his bosses to talk to him privately and outline expectations, or offer some sort of coaching. I doubt it's enough to actually get anyone fired, unless its a trend and he's already on probation (in which case, that is not job for him).

[raincitygirl]

You make excellent point points re: coaching etc.

I'm not going to forward the emails to his boss until AFTER I've closed out the account altogether, but I'm going to do so. And I can't close out the account until my nice investment lady at the credit union and I have signed a bunch of paperwork regarding the Registered Retirement Savings stuff (because if I don't move it from something tax-sheltered at Investors Group to something else tax-sheltered at Vancity, I end up having to pay a bunch of tax on it). Which I already knew about when I emailed him, despite his various implications that I am hopeless at managing my own money.

And I can't see my nice investment lady at Vancity to get those signatures until August 12 because she's only working extremely part-time right now due to coming back to work slowly after cancer treatments. She offered to transfer my account to one of her colleagues so I could get it done faster, but after 9 years of her patiently putting up with my bullshit, I'm not going to switch to someone else because her cancer is inconvenient to me. It just means IG asshole gets a stay of execution for a few more weeks.

[serrico]

Definitely forward the emails. As the above commenter said, if he's otherwise a good employee and this is out of character, he'll get a talking-to and correction. If it does get him fired, then he's likely already got problematic details on file.

All that aside, though, this sort of behaviour SHOULD have consequences. Otherwise, this guy will just learn that he's a-ok to treat people poorly.

[raincitygirl]

Yup, I'm convinced. I'm not going to forward the emails to his boss until AFTER I've closed out the account altogether, but I'm going to do so. And I can't close out the account until my nice investment lady at the credit union and I have signed a bunch of paperwork regarding the Registered Retirement Savings stuff (because if I don't move it from something tax-sheltered at Investors Group to something else tax-sheltered at Vancity, I end up having to pay a bunch of tax on it). Which I already knew about when I emailed him, despite his various implications that I am hopeless at managing my own money.

And I can't see my nice investment lady at Vancity to get those signatures until August 12 because she's only working extremely part-time right now due to coming back to work slowly after cancer treatments. She offered to transfer my account to one of her colleagues so I could get it done faster, but after 9 years of her patiently putting up with my bullshit, I'm not going to switch to someone else because her cancer is inconvenient to me. It just means IG asshole gets a stay of execution for a few more weeks.