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Most financial plans are too complicated, too full of jargon, and too long term in focus for the investor.
We focus your time and energy on what you can change in the next three years. Long enough time to smooth out the noise in the market, short enough to maintain focus, and a meaningful period to effect change.
Focus on what you need now to see the real trends, filtering out the distractions and permitting you to make an immediate difference in your future.
The Mandeville Private Client Inc. Award for Canadian Advisor of the Year is one of the highest accolades offered to an individual in the wealth management and financial planning industry. This award recognizes the most outstanding advisor in Canada, coming from an advisory firm or team, regardless of business size and model.
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Many investors are frustrated by traditional investment methods. There is much anger on the behalf of investors, particularly baby boomers, who were promised great investment returns only to see their savings not meet their needs after so many years of investing. This book is a way to teach alternative investing methods in an entertaining fashion.
Many books try to preach investing methodology as in “here is what you should do.” That doesn’t work because everyone already knows that they should buy low and sell high but, because buying low can only be done during a time of great worry and selling high can only be done when the economy is booming and profits are easy to get, investors cannot actually make proper investment decisions. [Continue reading... ]
B. Comm, CPA, CGA, CIM, CFP®, FCSI®
Portfolio Manager, Executive Director, Private Client Group
HollisWealth, a division of Industrial Alliance Securities Inc.
Insurance Advisor, Hollis Insurance
In Short: Secrets to Make Your Dollars Grow
HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Larry Short, Portfolio Manager for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Portfolio Manager can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com . ShortFinancial is a personal trade name of Larry Short.
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