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Who's
Minding Your Money?
Financial Intelligence™ for Canadian Investors
by Sandra E. Foster
In Who's Minding Your Money?, best-selling author Sandra
Foster tackles these questions and many more, as she takes readers
through the best the financial industry has to offer, along with
its potential minefields. Who's Minding Your Money? provides a wealth
of financial advice and information to help Canadians safeguard
themselves and their money.
Download two sample checklists from Who's Minding
Your Money:
• Assessing
Your Financial Plan
• Report
Card for My Financial Advisor
This book guides readers beyond the industry's huge
marketing machine, to highlight what investors should pay attention
to and provide tools for dealing with the multitude of products,
services and people in the business. She shows readers where and
how money is being made by the financial services industry—fees
and commissions—so that they can get the best value for the dollars
they pay.
Advice vs. Information
Much of the information investors receive directly
from the investment community would be better classified as general
education rather than advise tailored to the needs of the individual.
This book helps investors determine if they advisors is really providing
advice or selling products.
Cost of Investing
Now that investment returns are more modest, investors
should pay attention to how much it costs to manage their portfolios.
This book examines the on-going costs of various investments and
portfolios.
Value
Investors want to know if they are getting value
from their advisor. This book provides the tools to help you determine
how much your investment portfolio costs so you can compare that
to the benefits you receive.
While most clients are looking for personal financial
advice, not all advisors provide their clients with a verbal or
written financial plan.
Suitability Rules
When many investors want more protection not less,
the financial industry is relaxing the suitability rules investors
relied on and putting more onus on the individual investors for
the outcomes of their financial decisions –without having the education
to make sound decisions.
See Reviewers Praise!
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a Book Order Form now!
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