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This book will appeal to all consumers who are motivated to achieve financial independence, by learning the REAL "secrets of the rich". It is a no-nonsense, plain language guide that will attract people who have been disappointed or confused by the promises and claims of the investment industry (and the financial media). A special niche is for financial advisors to provide these to their clients, as it has been called "…the most effective users guide to help clients focus on what's most important - creating a compelling vision of their own future, rather than what happened in the market yesterday.”
BOTTOM LINE: this is a must-read book for anyone who wants to develop the Winners Mindset about money and is serious about achieving financial independence on their own terms. The book is inspiring, entertaining, informative and impactful.
More than ever, Canada’s family businesses are under siege from a diverse set of risks— demographic changes, technological disruption, political change and complex new tax rules that threaten the family’s investment and the transition of the business to the next generation.
Whether you’re a long-time business owner getting ready to transition out or a new entrant to the gig economy who is poised to grow and expand, you will appreciate this book for its contemporary and practical advice. This ground-breaking book from two of Canada’s leading business leaders brings a common-sense approach to the challenges associated with building a company that has the potential to be sold to someone else in the future.
The world has weathered the most significant financial crisis in history. Everywhere there is fallout — lost investments, lost careers, lost homes, broken marriages and significant relationships. According to authors Paul Bates and Al Emid, there is light at the end of the tunnel.
This book feature stories about 50 successful Canadians from all walks of life who enlighten us about their brutal experiences and how they overcame them. You’ll be inspired by well- known icons of sports, politics, music, entertainment and business, as well as lesser-known but still remarkable people with success stories from every walk of life. What I Have Learned So Far explores solutions to crises from the perspectives of 50 people who have been there, done that, and lived to succeed through tough experiences.
This book is your financial literacy launching pad, helping young consumers develop the knowledge and skills necessary to make responsible decisions. You’ll learn how money works, how to calculate interest, find out your credit score, invest in stocks, mutual funds and TFSAs.
Author Pat Foran has filled his book with tips on saving money—how to get the best deal on cell phone plans, car insurance, apartment leasing and home buying. You’ll also discover how to use your purchasing power to change the world. By flexing your social power (where and how you spend matters) you can make a difference.
If the phrase, “I wish my parents had talked to me about money,” resonates with you, you’re not alone. Millions of families have a difficult time embracing financial conversations so crucial to the ongoing health of family income and capital. This is especially true in times of transition, such as changes in health, career or retirement.
Financial Fotographs is a must-read book for those looking to better prepare their children for the confusing world of finance, from a financial advisor who specializes in helping families plan their financial futures. Author Kevin Gebert’s real-life stories illustrate important financial concepts. This practical book will help you and your family appreciate the experience and wisdom parents and grandparents, and broach “taboo” subjects such as wills and powers of attorney that are painful to some. You also get the inside story of developing and implementing a financial plan that is unique to your situation.
Findependence Day chronicles a young debt-ridden couple’s long journey to financial independence. After being humiliated about their credit card debts on a national TV show, Jamie Morelli vows his personal Financial Independence Day will be the day he turns 50. His wife Sheena is slow to buy into the “guerrilla frugality” stance needed to save and invest. Jamie ignores her wish to buy real estate and jumps into the stock market just before it crashes. He goes for the big score when his hobby website attracts interest from venture capitalists and a major Internet portal. After he is betrayed by a business partner, his world falls apart, threatening his dream of early financial independence.
Written by three of Canada’s leading authorities in tax-efficient wealth management, this beginner’s guide to investing in a new world economy will help you devise investment strategies based on up-to-date industry knowledge and insights into worldwide issues and global realities.
This book is a great resource for investors interested in embracing the new reality of global investment.
The quality of “presence” has always held a certain mystique that is empowering and attractive. It can improve relationships, transform situations, and influence success.
Author Catherine Bell empowering book shows you how your unique presence can create opportunities and propel you to new heights. You’ll discover how to empower yourself without overpowering others by developing an authentic personal brand, how identifying your personal brand can empower you to know yourself and better communicate your intrinsic value to others, and how using your brand to build an empowered presence can generate more relationships, more influence, and more money.
Worried about your financial future? You don’t have to be. If you want to have the most income today so you can do all the things you most want to do, have confidence and security knowing you will never run out of money, and comfort in knowing your portfolio won’t disappear due to normal market fluctuations, you need to read this book.
“My brother and I both have copies of Master Your Retirement. We both think it is one of the best retirement books available in Canada and wanted to thank you very much for writing it!”
– Jeff Gifford, ON
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Learning how to save a portion of every paycheque regularly, consistently, and with discipline, and then investing the money wisely is a simple concept with a wealthy goal. Over the last 50 years, however, society has evolved from valuing frugality and thrift to consumerism and debt to feed the addiction of instant gratification. In some cases, debt overload has caused stress and even bankruptcy.
There is an alternative. It is simple and it works. Authors Robert Ironside and Edwin Au Yeung show you the way. You’ll discover how to avoid increased debt, heightened stress, and real unhappiness, and by learning the one financial habit that could change your life, you will become wealthy. In fact, you will retire richer than you ever dreamed possible and you’ll achieve peace of mind.
This book will help bring understanding and process to manage capital erosion and answer the question, “how can I build and maximize my wealth despite numerous obstacles to meet upcoming life events and my personal priorities?”
Author Erika Penner helps you answer three questions — what can I do now to build my wealth for the future, how can I be better prepared to meet upcoming life events and my personal priorities despite uncontrollable obstacles and market volatility, and how can I minimize taxes, inflation and the costs of investing to increase my income and the growth of my investments? By better understanding the components of Real Wealth ManagementTM, you can arrange your affairs to accumulate, grow, and preserve wealth even in difficult markets.
Get your copy of what our delegates call the “Tax Bible” – the comprehensive line-by-line desk top reference coveted by tax and accounting professionals from coast to coast.