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If you're like most Canadians, divorce, blended families, market meltdowns, children who don't leave home (or who come back with babies in tow), health challenges, real estate mistakes, golden handshakes -- just to name a few -- have left you wondering just what exactly you're supposed to do next, this book is for you. In my 12 years of advising Canadians on the straightest path to prosperity, I've discovered that most books about money are about just that -- money. And that there isn't really a book about life and how money fits into it. That's why I decided to write one. I've organized the book by what might be happening in your life and how you can handle the money decisions that impact it. Therefore, if you've not experienced divorce, there's probably no need to read that chapter. Feel free to graze for the topics that mean the most to you. But don't miss the chapters "One Tick Box Can Change your Life" and "The Bucket system for Retirement." They are truly universal.
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When I began my career as an Investment Advisor in 2001, I did it with the philosophy that health and happiness are the focal point of a life well lived. Money is simply a tool that enables my clients live the life they deserve — both today and in their dreams for the future. I believe in following a practical and sensible approach to money management with a 360-degree view of the entire picture. It sounds simple, but patience and a practical approach have led to far richer rewards than the latest investment fad, or chasing an elusive rate of return. My goal is to become trusted as the “go-to” resource on all things related to money. In addition to keeping my finger on the pulse on what matters most to clients and what role money can play in a lifetime, I’ve focused on continuous learning. I’ve earned designations as a Certified Financial Planner (CFP), Financial Management Adviser (FMA), Chartered Strategic Wealth Professional (CSWP), Personal Financial Planner (PFP) and earned my fellowship of the Canadian Securities Institute (FCSI). But no matter how many certificates may hang on my wall, I will never forget that success in the investment industry comes from three things: an ability to focus on the client, see the solutions with clarity, and deliver results with commitment.
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Book Description CreateSpace Independent Publishing Platform, 2013. Paperback. Condition: New. Seller Inventory # INGM9781482322699