Home > Business & Economics > Finance & accounting > Finance > Investment & securities > Who's Investing Your Money?: 7 Key Questions to Ask Your Financial Advisor
6%
Who's Investing Your Money?: 7 Key Questions to Ask Your Financial Advisor

Who's Investing Your Money?: 7 Key Questions to Ask Your Financial Advisor

          
5
4
3
2
1

International Edition


Premium quality
Premium quality
Bookswagon upholds the quality by delivering untarnished books. Quality, services and satisfaction are everything for us!
Easy Return
Easy return
Not satisfied with this product! Keep it in original condition and packaging to avail easy return policy.
Certified product
Certified product
First impression is the last impression! Address the book’s certification page, ISBN, publisher’s name, copyright page and print quality.
Secure Checkout
Secure checkout
Security at its finest! Login, browse, purchase and pay, every step is safe and secured.
Money back guarantee
Money-back guarantee:
It’s all about customers! For any kind of bad experience with the product, get your actual amount back after returning the product.
On time delivery
On-time delivery
At your doorstep on time! Get this book delivered without any delay.
Quantity:
Add to Wishlist

About the Book

Are you very interested in making sure that your hard-earned money is invested wisely? Hiring the wrong advisor will put that goal in jeopardy.Every day, affluent boomers, business owners and farm families engage financial advisors they should not be hiring. Advisors who quite often do not have the knowledge and expertise to manage their clients' wealth effectively. Does the person or group investing your money understand how the financial markets and the world's economic climate will impact your nest egg?In this book, you will learn how to ask the right questions to select the best investment advisor for your situation.With the information I provide, you will be well-advised and will make the best decision for you and your family. You can be sure the next financial advisor you engage will be the best advisor your money can buy.
About the Author: My name is Adrian Spitters. I am a Senior Wealth Advisor with Assante Capital Management Ltd. and have extensive experience in integrated family wealth planning. I grew up on a dairy farm on Nicomen Island near Mission, BC and have immediate family and relatives operating dairy, poultry and crop farms. I began my career offering investment advice to my natural market - family, relatives and friends operating dairy and poultry farms as well as family businesses connected to the ag-community. I saw a number of families suffer because they had no advisors. Others suffered because they misplaced their trust in unskilled advisors. Advisors who should have known better. Advisors who thought THEY had all the answers. My family was one of those who suffered unnecessarily. My father, like many farmers and business owners and affluent families of his generation, kept the family finances private. My brothers and I were not involved in my father's estate planning. All I remember is my dad telling us that he wanted the farm to stay in the family and that he had arranged to make sure that happened and that we would all be treated fairly in his will. His advisors? A lawyer and an accountant. As co-executor (with two brothers) of my father's estate, I discovered he had a poorly executed, unworkable Will and a non-existent farm succession plan. This lack of preparing the next generation to inherit the family wealth, business or farm caused me to rethink my role in my clients' lives. Today, I work as a Senior Wealth Advisor with Assante Capital Management Ltd., a leading Canadian wealth management firm with extensive experience in integrated family wealth planning. My mission - to help families with complex financial assets, business owners, and farm families grow their investments and savings into a small fortune, while keeping the taxman at bay, has been especially gratifying. As you read this book, reflect on the questions and ponder the implications of your past and present actions. In this book, you will learn how to ask the right questions to select the best financial advisor for your situation. Don't you want to join those whose careful planning paid big dividends?


Best Sellers



Product Details
  • ISBN-13: 9781895112306
  • Publisher: Heartbeat Productions Inc.
  • Publisher Imprint: Heartbeat Productions Inc.
  • Height: 216 mm
  • No of Pages: 198
  • Series Title: English
  • Sub Title: 7 Key Questions to Ask Your Financial Advisor
  • Width: 140 mm
  • ISBN-10: 1895112303
  • Publisher Date: 18 Jun 2016
  • Binding: Paperback
  • Language: English
  • Returnable: N
  • Spine Width: 11 mm
  • Weight: 236 gr


Similar Products

How would you rate your experience shopping for books on Bookswagon?

Add Photo
Add Photo

Customer Reviews

REVIEWS           
Click Here To Be The First to Review this Product
Who's Investing Your Money?: 7 Key Questions to Ask Your Financial Advisor
Heartbeat Productions Inc. -
Who's Investing Your Money?: 7 Key Questions to Ask Your Financial Advisor
Writing guidlines
We want to publish your review, so please:
  • keep your review on the product. Review's that defame author's character will be rejected.
  • Keep your review focused on the product.
  • Avoid writing about customer service. contact us instead if you have issue requiring immediate attention.
  • Refrain from mentioning competitors or the specific price you paid for the product.
  • Do not include any personally identifiable information, such as full names.

Who's Investing Your Money?: 7 Key Questions to Ask Your Financial Advisor

Required fields are marked with *

Review Title*
Review
    Add Photo Add up to 6 photos
    Would you recommend this product to a friend?
    Tag this Book
    Read more
    Does your review contain spoilers?
    What type of reader best describes you?
    I agree to the terms & conditions
    You may receive emails regarding this submission. Any emails will include the ability to opt-out of future communications.

    CUSTOMER RATINGS AND REVIEWS AND QUESTIONS AND ANSWERS TERMS OF USE

    These Terms of Use govern your conduct associated with the Customer Ratings and Reviews and/or Questions and Answers service offered by Bookswagon (the "CRR Service").


    By submitting any content to Bookswagon, you guarantee that:
    • You are the sole author and owner of the intellectual property rights in the content;
    • All "moral rights" that you may have in such content have been voluntarily waived by you;
    • All content that you post is accurate;
    • You are at least 13 years old;
    • Use of the content you supply does not violate these Terms of Use and will not cause injury to any person or entity.
    You further agree that you may not submit any content:
    • That is known by you to be false, inaccurate or misleading;
    • That infringes any third party's copyright, patent, trademark, trade secret or other proprietary rights or rights of publicity or privacy;
    • That violates any law, statute, ordinance or regulation (including, but not limited to, those governing, consumer protection, unfair competition, anti-discrimination or false advertising);
    • That is, or may reasonably be considered to be, defamatory, libelous, hateful, racially or religiously biased or offensive, unlawfully threatening or unlawfully harassing to any individual, partnership or corporation;
    • For which you were compensated or granted any consideration by any unapproved third party;
    • That includes any information that references other websites, addresses, email addresses, contact information or phone numbers;
    • That contains any computer viruses, worms or other potentially damaging computer programs or files.
    You agree to indemnify and hold Bookswagon (and its officers, directors, agents, subsidiaries, joint ventures, employees and third-party service providers, including but not limited to Bazaarvoice, Inc.), harmless from all claims, demands, and damages (actual and consequential) of every kind and nature, known and unknown including reasonable attorneys' fees, arising out of a breach of your representations and warranties set forth above, or your violation of any law or the rights of a third party.


    For any content that you submit, you grant Bookswagon a perpetual, irrevocable, royalty-free, transferable right and license to use, copy, modify, delete in its entirety, adapt, publish, translate, create derivative works from and/or sell, transfer, and/or distribute such content and/or incorporate such content into any form, medium or technology throughout the world without compensation to you. Additionally,  Bookswagon may transfer or share any personal information that you submit with its third-party service providers, including but not limited to Bazaarvoice, Inc. in accordance with  Privacy Policy


    All content that you submit may be used at Bookswagon's sole discretion. Bookswagon reserves the right to change, condense, withhold publication, remove or delete any content on Bookswagon's website that Bookswagon deems, in its sole discretion, to violate the content guidelines or any other provision of these Terms of Use.  Bookswagon does not guarantee that you will have any recourse through Bookswagon to edit or delete any content you have submitted. Ratings and written comments are generally posted within two to four business days. However, Bookswagon reserves the right to remove or to refuse to post any submission to the extent authorized by law. You acknowledge that you, not Bookswagon, are responsible for the contents of your submission. None of the content that you submit shall be subject to any obligation of confidence on the part of Bookswagon, its agents, subsidiaries, affiliates, partners or third party service providers (including but not limited to Bazaarvoice, Inc.)and their respective directors, officers and employees.

    Accept

    New Arrivals



    Inspired by your browsing history


    Your review has been submitted!

    You've already reviewed this product!