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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

  • Intellectual Capital

    96 to 100

  • Personal

    Serving Canadians’ Wealth with Best Outcomes

Wanda & Wally Part 2: Making a Difference

Wanda & Wally Part 2: Making a Difference

Iron Man

Your Choice: Working with the $1M Trusted Wealth Professional? Or the $46k Mutual Fund Sales Person.

Wanda & Wally Part 1: Working Hard for You

Wanda & Wally Part 1: Working Hard for You

Iron Man

The Beaver is a symbol of industrious Canadian prosperity. Featured on the nickel and on stamps, the beaver is associated with Canadian sovereignty.

Baby Steps for Investing

Baby Steps for Investing

Iron Man

Don’t worry, everyone appreciates help when they start to invest.

PUW: Portfolio Under Water for 12 Years

PUW: Portfolio Under Water for 12 Years

Iron Man

Q. Can you Buy & Hold-Your-Breath for 12 years?

I see Patterns

I see Patterns

Investor Psychology

Patterns are everywhere, in nature, and in the stock markets. They are natural.

How do you sell a $47 Steak?

How do you sell a $47 Steak?

Investor Psychology

Choice: $47 Steak or ___________? Watch the video, I don’t want to spoil it for you.

This is your brain. This is your brain on money

This is your brain. This is your brain on money

Investor Psychology

Individuals have two components to their decision-making process. There’s a rational component and an emotional component

Hope is Not a Strategy

Hope is Not a Strategy

Investor Psychology

How often do you hear the phrase “I hope …”. Keep in mind what comes next is not a strategy. This is also #66 in Gerry’s Intellectual Capital.

Anchoring Reprise: Prix Fixe for your Home?

Anchoring Reprise: Prix Fixe for your Home?

Investor Psychology

If your Anchor is stuck, the ‘asset’ may have significantly moved away from your Target Buying or Selling Price.

Are you a Celebrity Investor?

Are you a Celebrity Investor?

Investor Psychology

Celebrity investors tend to enter the market when everyone else is already there. They want to be part of the party.

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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

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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