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Business & Economics Investing

The Unbiased Advisor

101 Ways To Avoid Costly Investment Mistakes, Make More Money, and Achieve Financial Health

by (author) Warren Mackenzie

Publisher
HarperCollins Canada
Initial publish date
Aug 2010
Category
Investing
  • eBook

    ISBN
    9781443401340
    Publish Date
    Aug 2010
    List Price
    $11.99

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Description

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 right

Honest, unbiased and practical, The Unbiased Advisor gives you invaluable advice on getting the most from your advisor, your investments and your money.

About the author

WARREN MacKENZIEhas 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. (www.secondopinions.ca), which offers independent and unbiased advice for investors. Warren MacKenzie lives in Toronto.

Warren Mackenzie's profile page

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