The RichLife: Managing Wealth and Purpose

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9780978140106: The RichLife: Managing Wealth and Purpose
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What is a RichLife? A RichLife is a life that strikes the perfect balance of wealth and personal fulfillment. In over 20 years as a financial services professional, author Susan Latremoille has counselled CEOs, business owners, retirees, professionals, philanthropists, and self-made millionaires. She has seen countless first-hand examples of those who have successfully mastered their relationship with their money and those who have let money master them. Filled with compelling ideas and real-life stories that illustrate the RichLife principles of Live Well, Give Back, and Leave a Legacy, this book will make you stop and think about how important money is to you, and why. Within these pages, you may just discover new ways to let your money make a real difference in your life...and in the world.

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About the Author:

Susan Latremoille is a wealth management and investment professional with more than 20 years of experience in the industry. She believes her role as a financial advisor is to help her clients achieve peace-of-mind about their financial and personal lives, find the perfect equilibrium between risk and return, growth and income, worry and confidence. She knows that this balance is different for each individual, and that is why candid relationships and trust form the basis of her practice. Investment advice, portfolio management, retirement planning, estate planning, insurance planning, tax planning, and establishment of appropriate corporate structures are among the services that allow Susan to adopt a comprehensive approach to the management of her clients' financial assets. Nothing gives her greater pleasure than helping her clients use their wealth to create full and fulfilling lives. Since 2004, she has been a Wealth Advisor at Richardson Partners Financial Limited, where she is a First Vice President and a member of the Richardson Financial Group Limited Board of Directors. She is a fellow of the Canadian Securities Institute; she achieved the Portfolio Manager designation in 2001; she holds a Level II insurance licence, and she was recognized for excellence among investment advisors in 1999 when she received the Investment Dealers Association of Canada's Award of Distinction for Ontario. Susan earned her MBA from the Canadian School of Management and her BA from the University of Toronto. As a philanthropist, Susan is A Leading Woman with the United Way; a member of the Canadian Women's Foundation 100; a past board member of the Children's Aid Society Foundation of Metropolitan Toronto; and a former Sick Kids Legacy Advisor. She contributes to the community through her volunteer and financial support of the various charitable organizations.

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Susan Latremoille
Published by Susan Latremoille (2006)
ISBN 10: 0978140109 ISBN 13: 9780978140106
New Softcover First Edition Quantity Available: 1
Irish Booksellers
(Portland, ME, U.S.A.)

Book Description Susan Latremoille, 2006. Condition: New. book. Seller Inventory # M0978140109

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