“Wise advice—custom tailored for Canadians—all investors will appreciate.”
—Charles D. Ellis, Author of Index Revolution and Winning the Loser’s Game
What will your retirement taste like—cat food or steak? Good advice can make all the difference!
Your Money’s Worth: The Essential Guide to Financial Advice for Canadians not only covers must-know concepts in the areas of investing, insurance, and retirement and estate planning, it also unveils the seemingly bewildering structure of the financial advice industry in Canada.
One of the few books written by a financial advisor who has experience working with both institutional and individual investors, Your Money’s Worth is a critical read whether you’re searching for a financial advisor, you already work with one, or you are managing your financial affairs on your own. It provides practical tools to determine whether you need financial advice, how to the right advisor to meet your unique needs, and evaluate your ongoing relationship with your advisor.
Having worked with both individual and large institutional investors throughout North America, Kassam uses real-life examples to bring all aspects of personal finance together in one digestible read, including insight and tips to:
- Assess which type of financial advisor is right for you and your family;
- Understand advisor responsibilities – and yours;
- Learn about available investment products and their unique characteristics;
- Discover investment strategies used by the professionals;
- Reduce investment risks;
- Prepare for your future with insurance and estate planning.
Your Money’s Worth is a must-read guide to getting your financial house in order—and keeping it that way.
Shamez Kassam, MBA, CFA, is a 2004 graduate of Columbia University’s Graduate School of Business in New York City, where he majored in finance and economics. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute. Shamez firmly believes that all investors can be successful by following key principles, managing their emotions, and avoiding big mistakes. He is passionate about improving the financial literacy of Canadians, with a focus on improving financial education in the Canadian school system. Shamez is a financial advisor and licensed to provide investment advice in Canada and the United States. He lives in Calgary with his wife and 4 year old son.
Advance praise for Your Money's Worth:
“Your Money’s Worth is essential reading for those who seek financial empowerment."
—John De Goey, advisor and author of the Professional Advisor IV
“Whether you're a DIY investor or use a financial advisor, this book teaches people to become more knowledgeable about their financial future and ensure that they have the tools to be prepared for retirement.”
—Anil Tahiliani, CFA, private investor and former Head of Research at McLean & Partners Wealth Management Ltd
“Shamez Kassam has provided a ‘road map’ that all Canadians can consult to learn their options when it comes to securing their financial future and determining what financial advice they need.”
—Hon. Kevin Sorenson, former Canadian Minister of State (Finance)
