LOCATOR Warmup leads to the Wealthy Way - Trusted Wealth Professionals Trusted Wealth Professionals

Eat a good breakfast and then watch this video. Then you’re on your Wealthy Way.

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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