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  • Wealth Headlines

    Parking Your After-Tax CashFlows

  • James Bond Report

    July 2016: $12 Trillion in Negative Yielding Debt

  • Investor Psychology

    Just Your Story (JYS)

  • FANG Shui

    Reach for the SKYY

  • Humour

    Will Santa Pay a Road Toll Soon?

  • Communication Tips

    Literally: Pointing the Finger

  • Iron Man

    Heard it on the Clothes Line

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    96 to 100

  • Personal

    Serving Canadians’ Wealth with Best Outcomes

71 to 75

71 to 75

Intellectual Capital

#75 is a Repeat of #44

66 to 70

66 to 70

Intellectual Capital

I Hope you Calmly Smile when Healing Giants 🙂

61 to 65

61 to 65

Intellectual Capital

Most popular is #64 – “How many sheets of paper does it take to make a Hot Dog?”

Author: Clive Cussler

Author: Clive Cussler

Personal

If you need your car tuned up, call Dirk Pitt. He’ll save the world along the way aussi.

Yoga: Eoin Finn

Yoga: Eoin Finn

Personal

DVDs are ‘Sweet as Cherry Nectar’.

Author: Wilbur Smith

Author: Wilbur Smith

Personal

Out of Africa: It takes 2 Men, 6 Pages, to kill 1 Elephant.

Author: Lee Child

Author: Lee Child

Personal

Jack Reacher is 6’5″. Tom Cruise is NOT 🙁

3 Q’s? Only 1 Q at a time.

3 Q’s? Only 1 Q at a time.

Communication Tips

Multi-part Communications is tougher these days with ‘smaller’ devices.

Reach for the SKYY

Reach for the SKYY

FANG Shui

The sunshine is always shining behind the Cloud Computing.

IRBT and ROBO

IRBT and ROBO

FANG Shui

Everything will be automated one day. Almost everything.

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LOCATE WEALTH PROFESSIONALS



TWP Overview

Trusted Wealth Professionals are fully licensed complete service wealth professionals, who can offer ALL the investment products, services and styles to their clients. Including practicing the investment style Buy and Rule ® for individual investors, families, and business owners.

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Rules Based Investing

Rules-Based Investing (RBI) is an investment technique that preserves capital.  Practicing RBI, an investor gains during Up markets, and minimizes downside risk during Down markets.  RBI, also known as Buy and Rule ®, is Pension Style investing, perfect for Individual Pension Plans (IPPs).

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CIC Course

The Canadian Investors’ Course (CIC) educates investors on portfolio construction and the various instruments within a portfolio; ie. stocks, bonds, ETFs, etc … Investors are also educated about the various licensed professionals in Canada and how they earn their fees.

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Wealth Professionals

LOCATE WEALTH PROFESSIONALS



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  • Home
  • About
  • Business Owners
    ▼
    • Business Structure
    • Wealth Accumulating
    • Sale or Succession
    • Estate Planning
    • Summary
    • IPPs Explained
  • Rules Based Investing
  • CIC Course
  • Newsletter
  • Resources
  • Blogs
    ▼
    • Wealth Headlines
    • James Bond Report
    • Investor Psychology
    • FANG Shui
    • Humour
    • Iron Man
    • Communication Tips
    • Intellectual Capital
    • Personal
  • Contact