More than ever, Canadians must rely on their investment decisions to determine their families’ security and ensure their retirement. But how many investors are actually receiving unbiased, easily understandable and practical advice on their investments? Are they selecting the right level of risk? Do they know what a reasonable rate of return is in today’s market? And are they making mistakes now that may compromise their future retirement plans?
Warren MacKenzie has over 20 years of experience in the investment industry. Through his company, Second Opinion Investor Services Inc., he offers unbiased, straightforward check-ups for every level of investor. He’s seen the common and costly investment mistakes Canadians make and the obstacles that every investor faces. Covering all aspects of financial planning, including choosing a financial advisor; market basics; measuring and controlling risk; paying less tax; and avoiding common financial pitfalls, MacKenzie offers 101 concise, action-oriented prescriptions for healthy investing. Readers will learn how to:
• understand an advisor’s investment strategy
• avoid being fooled by a fund’s average return
• make portfolio changes in keeping with the game plan
• understand how emotion and logic move the market
• realize that the buy and hold strategy isn’t always right
Honest, unbiased and practical, The Unbiased Advisor gives you invaluable advice on getting the most from your advisor, your investments and your money.

The Unbiased Advisor

Business & Money

MacKenzie, Warren

Investing

Collins

For women only: A woman's guide to financial security

Crystal Rainbow Pub. Co

For Women Only: A Woman's Guide to Financial Security

Politics & Social Sciences

Social Sciences

Alex and Dave have been friends for over 50 years and the discussion takes place over a weekend get together at Alex's farm. Alex is an investment advisor and a lifelong student of Zen and Dave is a once successful businessman who is now facing bankruptcy. While working together building a drystone wall, Alex gives his friend Dave an introduction to the philosophy of Zen, and in the process, helps him deal with a serious financial problem. Usually individuals become interested in Zen because they hope this philosophy may lead to greater happiness. They expect this to happen as they gain a better understanding of their life, their purpose, and who they really are. In this case Dave becomes interested in understanding more about Zen because he discovers that in his true essence he is much more than the idea he has of himself as a failed businessman. AN INTRODUCTION TO ZEN PHILOSOPHY Zen philosophy can be traced back to India, where, 2500 years ago, the practice of Zen was seen as a way to reduce suffering. Much has changed in the world in the past 2,500 years but the source of suffering is still the same. It doesn't matter whether the desire is for world peace, better health, more money or a healthier environment - the source of all unhappiness is unfilled desire - and this desire is always associated with one of the changing ideas we hold of ourselves. We live in a world of ideas and we entertain many different ideas of who we are as we see ourselves in different ways and in different roles. We may describe our self according to the work we do, i.e., we are a student, a parent, a doctor, or a salesperson. Or we may describe ourselves according to our level of confidence, i.e., we are confident and successful, or we may see ourselves as being unsuccessful, unhappy or a failure. The ideas that we have of our self are constantly changing. Even during the day, at different times we may describe our self differently depending on whether we have just experienced a success or a failure, or based on over hearing a very positive or very negative comment. Zen offers a path to happiness by helping people find their true self. The method is to examine and eliminate all the false ideas of self and when all the false ideas have been seen as false - what you are left with is your true essence. The secret to understanding who you really are is to see beyond the current idea and the constantly changing ideas you have of yourself and find that part of you that has never changed and will never change from birth to death. THE BASIC RULES FOR FINANCIAL SECURITY In the philosophy of Zen you get to the truth of who you really are by examining ideas and rejecting those that are false. In somewhat the same way you can achieve financial security by examining many ideas, eliminating those that don't work, and focusing on a smaller number of common sense investing ideas that always work over time. Included are three appendixes: Alex's list of 50 things that do-it-yourself investors should consider, Alex's list of 21 ways to reduce investment management fees and Alex's article on the value of having an Investment Policy Statement. Some common sense ideas that lead to financial security and which are explained include, clarifying your most important goals, having an investment portfolio that is 'goals based', addressing all the risks (including the risk that you fail to achieve your goals), being well diversified with 6 to 8 different investment mandates, focusing more on the investment process than on the investment products, using ETF's, robo-advisors or professional investment managers instead of individual stocks and bonds, paying attention to fees and income tax and, keeping it simple.

Zen and the Art of Wealth: Finding Your Way to Happiness and Financial Security

Finance

Kinetics Design

The financial advice industry -- including banks, mutual fund and insurance companies -- has a vested interest in our hard-earned savings. Industry advisors are constantly warning us that we may not be financially prepared for retirement. And, feeling anxious about our future, we become convinced that it’s a good idea to let them handle our money. After all, they seem to have all the answers. But retirement planning today isn’t the same as it was in the past. We’re living longer, leading more active lives, with more options about how we want to live once employment is no longer the main focus. For the 1.6 million Canadians who will be retiring in the next five years, the questions at play are more complex than “How much do I need to retire?” 
Industry veterans Warren MacKenzie and Ken Hawkins have seen firsthand the mistakes that Canadians make in their financial preparations for the future. In The New Rules for Retirement, they offer simple, unbiased advice while at the same time debunking the many myths surrounding retirement.
Visit New Rules for Retirement.ca for even more information.

New Rules Of Retirement: What Your Financial Advisor Isn't Telling You

Hawkins, Ken

Personal Finance

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Books by MacKenzie, Warren