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Full Description
Achieving financial freedom so that you can retire and live life on your own terms is the goal of every working person. To do so, thousands of people turn to investment advisors for advice and guidance. The problem is that many advisors work for a particular bank or financial advisor firm, and they are obligated to sell only investments and services that are unique to their financial institution. That is why it is so important to have Senior Investment Advisor, Francis Gingras Roy, on your side. Francis has made the Wealth Professional Canada's Top 50 Advisor list in both 2020 and 2021, and was named a 5-Star Advisor in 2021. He was also named one of Quebec's Top Wealth Advisors 2022 by the Globe and Mail, in partnership with SHOOK Research. As Francis's current clients can attest to, he is a wealth of knowledge and offers unbiased guidance.
In this book, you'll read about Francis's humble beginnings while growing up, you can get to know him. You will also learn how, as a Wealth Management Advisor with more than fifteen years of experience, his tireless work ethic and quenchless thirst for financial knowledge has made him a sought-after investor by both potential clients and individuals wanting to join his team. You will then delve into topics that are rarely covered by financial investment books, such as:
Common risks to retirement investing and financial freedom that many people overlook
Understanding ESG—Environmental, Social, and Governance practices and investing which is fast becoming a critical factor in the investment world
Investment Bias, and how it affects all investors
A brief history and an understanding of cryptocurrency
The importance of having a written financial plan
The power of compounding interest
An overview of traditional investment vehicles and Francis's recommendations
And much more!
The financial topics covered are illustrated with charts to give readers a real-world picture. There are also lined pages at the end of the financial chapters where readers can write out their thoughts on what they have learned, and what their future financial steps might be.
After reading this book, you will have greater insights and understanding of financial topics that are all too often underreported, while getting to know the "man behind the words." You can consider this to be an investment in yourself and in your financial future!
Contents
Foreword
Acknowledgments
Introduction
Chapter 1: How a Brief Retail Store Ownership Changed Everything
Chapter 2: $3 Car Wash Wealth
Chapter 3: Constructing a Dream
Chapter 4: Five Hundred Calls a Day
Chapter 5: Behavioural Investing
Chapter 6: Common Risks to Retirement Investing and Financial Freedom
Chapter 7: Adding Value to Others
Chapter 8: Understanding ESG and ESG Investing
Chapter 9: Recognizing Investment Bias
Chapter 10: An Overview of Crytopcurrency
Chapter 11: My Own Recipe
Chapter 12: Do I Need An Investment Advisor or Planner?
Chapter 13: Thinking Beyond the Curve
Chapter 14: Investing for Success
Conclusion
About the Author
