WARREN MacKENZIE has credentials as a chartered accountant (CA), certified financial planner (CFA), certified investment management analyst (CIMA) and teacher (B.Ed.). He has a personal interest in helping people achieve financial security and independence. He runs Second Opinion Investor Services Inc.
More than ever, Canadians must rely on their investment decisions to determine their families’ security and ensure their retirement. But how many investors are actually receiving unbiased, easily understandable and practical advice on their investments? Are they selecting the right level of risk? Do they know what a reasonable rate of return is in today’s market? And are they making mistakes now that may compromise their future retirement plans?
Warren MacKenzie has over 20 years of experience in the investment industry. Through his company, Second Opinion Investor Services Inc., he offers unbiased, straightforward check-ups for every level of investor. He’s seen the common and costly investment mistakes Canadians make and the obstacles that every investor faces. Covering all aspects of financial planning, including choosing a financial advisor; market basics; measuring and controlling risk; paying less tax; and avoiding common financial pitfalls, MacKenzie offers 101 concise, action-oriented prescriptions for healthy investing. Readers will learn how to:
understand an advisor’s investment strategy avoid being fooled by a fund’s average return make portfolio changes in keeping with the game plan understand how emotion and logic move the market realize that the buy and hold strategy isn’t always rightHonest, unbiased and practical, The Unbiased Advisor gives you invaluable advice on getting the most from your advisor, your investments and your money.
Título : The Unbiased Advisor
EAN : 9781443401340
Editorial : HarperCollins Canada
El libro electrónico The Unbiased Advisor está en formato ePub protegido por CARE
¿Quieres leer en un eReader de otra marca? Sigue nuestra guía.
Puede que no esté disponible para la venta en tu país, sino sólo para la venta desde una cuenta en Francia.
Si la redirección no se produce automáticamente, haz clic en este enlace.
Conectarme
Mi cuenta