FREE Book Offer For Accountants And Lawyers

Real estate, stock markets, and mutual funds have seen massive increases in the last three decades. Why?

Since interest rates last peaked in 1980, central banks have been lowering interest rates to grow the economy and increase wealth.

Over 200 years of interest rate data tell us that interest rates move in 60-year cycles. On average, 30 years up and 30 years down. These historic low-interest rates are coming to an end.

News flash. We are overdue to enter the next 30-year interest rate upcycle.

Serious inflationary pressure may be brewing due to the enormous debt and deficits currently being racked up, forcing central banks to increase interest rates.

In this environment, bonds are at risk of losing money, and stocks are at risk of underperforming.

What has worked in the past may no longer work going forward.

Are you prepared to help your clients protect their wealth from the coming financial storm?

Uncertain times require different investment planning and forecasting strategies to continue strong, long-term returns.

Increased interest rates, high debt and moderate economic growth will put the typical stock, bond or balanced mutual fund portfolio at risk.

You and your clients will need an advisor who understands the trends and looks forward rather than resting on past successes — one who understands the new market reality and will prepare you and your clients for this new reality.

That is why I wrote THE book on what a forward-thinking financial advisor can do for you and your clients.

Who’s Investing Your Money? – 7 Key Questions to Ask Your Financial Advisor is not your typical financial advice book. It examines the past and suggests future strategies for protecting your wealth and your clients’ wealth from the coming Financial Storm.

Who’s Investing Your Money? is available as a free PDF download at

You can also order a paperback copy of Who’s Investing Your Money? to review. Your preview copy is FREE!

To order additional copies to give to your clients, please call me at (604) 855-6846 or email me at for special bulk pricing.

I have two additional titles available for you to consider: Ready to Sell Your Farm? – or transfer it to the next generation and Ready to Sell Your Business? – or transfer it to the next generation and How to Sell Your Farm Successfully – or transfer it to the next generation.

These books are ideal for giving to your clients as a farm or business transition conversation starter.

If you are interested in receiving a preview copy of one or both of these books to see if they are appropriate for sending to your clients, please call me at (604) 855-6846 or email me at

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