Books and Tools
ME, Inc. - Achieving Lifetime Financial Wellness
Sometimes money can be a mystery. If you don’t control it, it has the power to take control of you!
ME, Inc. is a new way to look at our relationship with money – and how to get what we want in our lives. It puts you in charge. You call
the shots and you get the results you deserve. This is not based on some ancient secret. It’s not rocket science. It’s the simple tricks and techniques that successful businesses have been using for years. It’s how they thrive in a difficult economy. And it is adapted to the reality of your personal finances. ME, Inc. will show you how to...
- Get your bills under control and stay out of debt.
- Get on the path to financial freedom and independence.
- Do what successful businesses do to achieve your goals in life.
- Know whether to pay down your mortgage, top up your RRSP or start up a TFSA.
- Lower your taxes and lower your stress.
- Manage risks in unpredictable investment markets.
- Protect yourself from the rising cost of living.
- Balance your work and life to achieve financial wellness.
- Retire comfortably on your terms - and never run out of money.
You don’t need to be an expert. All you need to do is open this book and start reading...
Financial Survival for the 21st Century, 6th Revised Edition
Sitting alongside the multitude of books promising the keys to retirement planning and financial freedom, Financial Survival for the 21st Century jumps out as the one book that offers the depth and breadth of knowledge required to achieve financial security, a balanced lifestyle, and a retirement with dignity.
The book provides a roadmap for today's employee to face tomorrow's challenges with confidence. The book is an educational experience designed to provide knowledge, to change attitudes, and to provide the skills necessary to take control of ones finances.
Financial Survival for the 21st Century has sold over 135,000 copies.
Many companies give this book to employees when the company:
- recruits – part of new employees start-up kit
- plans to change or supplement its pension plan
- adds a new thrift, savings, or group RSP
- sends out its annual pension and benefits statement
- wants to enhance employee morale
- wants to reduce employee anxiety over personal financial affairs
How to Choose a Financial Advisor
The greatest need that comes up more than any other in our workshops is addressed in this book which presents a comprehensive, authoritative, and readable guide to perhaps the most important question – "how to choose a financial advisor?" The thesis of this book is clear: Canadians must take control of their financial destinies to survive in the 21st century. About 40% of employees have embraced this challenge, however, 60% haven't even left the starting gate. There are numerous resources contained within this book such as:
- the nine different types of financial intermediaries
- the essential ingredients and personality compatibilities for getting to trust
- the many ways you can pay for financial services
- the various degrees and designations you should expect your advisor to have
- a quick checklist to help you ask a prospective advisor all the right questions
- an investment policy statement (IPS) and letter of engagement
This book will provide the tools you need to find that special relationship with a financial professional who can help you with your financial planning needs and goals.
From Work to Eternity
Do you have limited budgets and limited time?
If you are looking for a quick overview of financial planning this 80-page handbook provides a great resource for employees initiating a "rest of their life" retirement plan. The goal was to create a short, crisp, motivational one-hour read to enhance the financial awareness of your employees. And we succeeded!
The book is written in a straightforward style with graphic examples to guide the reader and it provides an effective review of the relationship of personal attitudes and behaviour to one's financial plans. Topics include pension plans: government, corporate and personal; life cycle roadmaps, retirement income sources; risk tolerance and timeframes; asset allocation strategies; and investment management. Our corporate clients appreciate the customization opportunity to feature their pension benefits as part of the book.
Financial Pursuit, 5th Revised Edition
Financial Pursuit (35,000 copies sold) is considered by many investors to be one of the best financial planning books available in Canada today. In fact over 10,000 copies of the book have been purchased by financial planners, investment advisors, insurance agents, mutual fund specialists, and other financial service industry professionals. The book is loaded with charts, graphs, tables, exercises, a glossary and a complete subject matter index. Extremely well designed and user friendly, several colleges and associations use Financial Pursuit as the textbook of choice for financial planning courses.