Who's Minding Your Money? : Financial Intelligence for Canadian Investors - Hardcover

Foster, Sandra E.

Hardcover

ISBN 10: 0471645400 ISBN 13: 9780471645405

Publisher: John Wiley & Sons Inc, 2000

Synopsis

No one cares about your money as much as you do!

As Canadians, we're more inundated with financial information and choices than ever before. It's difficult to know whether you're making the right decisions for you and your money. Every financial institution in Canada wants a piece of your banking and investment business. But who's really making money from your investments? You, or the firm you're paying?

Best-selling author, Sandra Foster, offers a thought-provoking, forward look at what is happening in the financial services industry and empowers consumers to demand more. Featuring examples, trends, tips, and checklists to help you make sound financial decisions, Who's Minding Your Money? takes you through the best the industry has to offer as well as its potential minefields.

About this title

From the Inside Flap:

No one cares about your money as much as you do. Canadians are wealthier than ever before but more disillusioned about the financial advice they receive. All around us, an active financial press is full of criticisms of the high cost of certain investments, as well as stories of out-and-out money mismanagement scandals. On top of that, we’re inundated by the information and sales pitches that come our way from banks, insurance companies, discount brokers, mutual fund companies, and others—through every medium imaginable. It’s increasingly difficult to wade through the vast amount of financial information that’s available, and to know whether you’re making the right decisions for you and your money. Technology, deregulation, increased competition, and other forces are driving massive changes in the financial services industry—changes that affect every Canadian. Everyone is a player in the game, whether through an RRSP, company pension plan, life savings, or online trading account. This is a business that makes money by looking after yours, and every financial institution in Canada wants a piece of your banking and investment business. But who’s really making money from your investments? You, or the firm you’re paying? Best-selling author, Sandra Foster, offers a thought-provoking, forward look at what is happening in the financial services industry and develops a model for financial advice for the discerning consumer. Foster takes readers through the best the industry has to offer as well as its potential minefields. Who’s Minding Your Money? empowers consumers to demand more. Who’s Minding Your Money?:

• Examines the critical questions you need to ask and decisions you need to make to be more financially successful.
• Helps you answer tough questions, such as: How much are you really paying to have your money managed? Do you really need a financial advisor and how do you find the right person? How do you decide how much service you require and how much you should pay for it? Are you getting value for the dollars you’re spending?
• Goes beyond the advertising and marketing hype. Looks at what you should pay attention to and helps you find your way through the maze of products, services, and people out there.
• Demystifies the costs of investing and provides tools to calculate what it costs to manage your money.
• Features examples, trends, tips, and checklists to help you make sound financial decisions.

About the Author:

About the Author:
Sandra Foster is one of Canada’ s leading experts on personal finance and the issues facing the financial services industry.

She is also widely recognized as an expert on wealth management, estate planning, and retirement. She is a sought-after speaker at consumer events and industry conferences, a regular contributor to Advisor’ s Edge, and author of two national bestsellers, "You Can’ t Take It With You: The Common-Sense Guide to Estate Planning for Canadians" (over 85,000 copies sold), "Estate Planning Workbook: A Companion to You Can't Take It With You"and "Make the Most of What You’ ve Got: The-Canadian Guide to Managing Retirement Income."

Ms. Foster is the founder of CaratConnect, a Toronto-based financial services consulting firm. Her comments and advice have appeared in The Globe and Mail, The Financial Post, The Toronto Star, Advisor’ s Edge, Investment Executive, The Washington Post, Maclean’ s, and more. She is also a frequent guest on TV and radio, including The National, CBC Newsworld’ s The Money Show, ROBtv, and More to Life.

Ms. Foster holds the following designations: Certified Financial Planner (CFP), Certified Investment Manager (CIM), Registered Financial Planner (RFP), Certified Human Resource Professional (CHRP), Trust and Estate Practitioner (TEP), Fellow, Canadian Securities Institute (FCSI). She is currently a member of the Editorial Advisory Board for Advisor’ s Edge magazine, the Canadian Journal of Financial Planning (CAFP), and a judge for the 2000 Advisor’ s Edge Advisor of the Year Awards.

She is listed in the Who’ s Who of Canadian Business and is the recipient of the 1998 CAFP Multi-Media Award. Sandra previously served as vice-president of a major financial advisory firm where she developed a successful financial advisory practice from 1993 to 1999, working with high net-worth families, entrepreneurs, and executives.

About this edition

• Publisher: John Wiley & Sons Inc
• Publication date: 2000
• ISBN 10: 0471645400
• ISBN 13: 9780471645405
• Binding: Hardcover
• Edition number: 1
• Number of pages: 309