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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®
Portfolio Manager, Senior Invesment Advisor
Director, Private Client Group
Insurance Advisor, iA Private Wealth Insurance
In Short: Secrets to Make Your Dollars Grow
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This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. ShortFinancial can open accounts only in the provinces where they are registered.