The SMART CANADIAN WEALTH-BUILDER: Stepping Stones to Financial Independence
About the author, PETER DOLEZAL
Peter Dolezal, B.A., M.B.A., former CEO of major Canadian corporations, is now semi-retired in Victoria. Author of several books, he is a lifelong investor in, and student of, the financial services industry. Through this book, he shares his knowledge and experience in a clear, yet comprehensive manner.
Introduction The Foundation One Breaking the Ice --The First Saturday Two Our Culture of Debt Three The Debt Drag Four Good Debt vs. Bad Debt Five Smart Use of Credit Six Home Ownership Seven Mortgages Eight The Saving Challenge Nine Registered Retirement Savings Plan (RRSP) Ten Tax-Free Savings Account (TFSA) Eleven Registered Education Savings Plan (RESP) Twelve TFSA vs. RRSP Decisions Thirteen The Magic of Compounding Understanding Investments Fourteen Fixed-Income Investments Fifteen Bond Investments Sixteen Stocks Seventeen Real Estate Investments Eighteen Investment Risk Mutual Funds Nineteen Mutual Funds -- An Investment Vehicle Twenty Actively-Managed Mutual Funds Twenty-One Passively-Managed Portfolio Financial Planning Twenty-Two The Financial Plan Twenty-Three Your Personal Financial Plan Twenty-Four Your Personal Investment Plan Understanding Pensions Twenty-Five Canadian Pension Income Sources Twenty-Six Retirement Affordability Twenty-Seven Retirement Strategies The Entrepreneur Twenty-Eight Owning Your Own Business Miscellany -- More Money Management Twenty-Nine Insurance Decisions Thirty Registered Disability Savings Plan (RDSP) Thirty-One Making the Most of an Inheritance Thirty-Two The Late-Starter Investor Thirty-Three Buy-and-Hold Strategy -- A Rethink? Thirty-Four Purchase and/or Sale of Investment Products Thirty-Five Selecting a Financial Planner / Advisor Final Wisdom Thirty-Six Key Steps to Wealth-Creation -- A Summary Postscript
UNIQUELY CANADIAN -- A PRACTICAL STEP-BY-STEP GUIDE TO WEALTH-CREATION
Website design copyright 2010 Agio Publishing House. All Rights Reserved