Who’s investing Your Money is dedicated to all those who have worked hard to accumulate wealth and want to manage it well.
Who’s investing Your Money discusses all the aspects of financial planning I have learned over the past 30 plus years in Canada.
Through the ups and downs of the markets, local and global economic cycles and increasing tax burdens, I have been exposed to the very best and the very worst advice and practices the financial services industry has to offer.
I have learned a great deal from my own unfortunate mistakes and, the mistakes of others.
Through it all, I have been able to offer solid advice that saw my clients create multi-generational wealth.
This success is in large part because of the excellent team of advisors on whom I have relied on throughout my career to make recommendations to my clients.
Now that I have retired from the investment side of the financial services industry; I want to give fair and balanced recommendations on how to invest without corporate bias and regulatory restrictions. I now have the privilege of working with some of the top advisors in all areas of the financial services industry.
With my personal experience and interest, I am now specializing in Business, Farm, and Family Wealth Transition Planning.
Helping my business, farm, and affluent families grow and protect their wealth while keeping the taxman at bay, is especially gratifying.
While I am no longer offering investment advice, I want to point people who search me out in the right direction.
That is why I wrote this book. To pull the curtain aside, so to speak.
Who’s investing Your Money asks a number of questions that every savvy investor, farmer, and business owner needs to ask their financial advisor.
In this book, you will also learn how to ask the right questions to select the best financial advisor for your situation.
The book addresses other questions such as:
1. What type of advisor should I choose?
2. What can I expect in terms of fees?
3. Is my home a good retirement investment?
Don’t you want to join those whose careful planning paid big dividends?
Who’s investing your Money is available as a free PDF, ePub OR Mobi download as soon as you request a copy and enter your email at www.whosinvestingyourmoney.com
It is also available as a complimentary paperback when you enter your mailing address
Alternatively, the book is available from Amazon.ca as a paperback and Kindle version from this link: Who’s investing your Money – Amazon