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Books For Consumers

About the Book: A Practical Guide to Hedge Funds will give you a basic understanding of what hedge funds are, how they work, how they compare to mutual funds and traditional investments, and what results will likely be if you invest in them.

About the author: An active professional in the investment industry since 1993, Renata Neufeld worked for many years as a financial advisor for an international brokerage firm, managing a significant portfolio of assets for private clients and institutions. In 2001, she started a boutique investment management firm offering one of the first hedge fund linked notes in Canada. She recently sold the company to start StreetSmarts Omnimedia Corporation. Renata has taught the Intelligent Investing course offered by the Canadian Securities Institute, and is a frequent lecturer and writer on financial issues. She is donating a portion of the proceeds of this book to Hedge Funds Care, a charity dedicated to the prevention of child abuse.

About the Book: Your Divorce, Your Dollars is a compelete guide to divorce-related financial planning demonstrating in a step-by-step manner how you can overcome the financial challenges of divorce and lead a financially healthy life. This book addresses everything from dividing the assets to retirement planning.

About the author: Akeela Davis, CFP, RFP, PRP, CDS, is a Certified Financial Planner professional who specializes in divorce and separation issues. She has written numerous articles on financial planning and was the host of the cable TV show Money Talks.

About the Book: For women who want a balanced life that includes financial health, Patricia Lovett-Reid has written an easy, enjoyable, yet essential book that includes health in a "whole life" approach to dealing with those constant tugs on the heartstrings and purse strings.

About the author: Patricia Lovett-Reid is a Certified Financial Planner professional and Vice President and Managing Director of TD Wealth Management, part of TD Bank Financial Group. She is the host of MoneyTalk, a weekly call-in program on personal finance on Report on Business Television and is one of Canada’s leading authorities on wealth management.

About the Book: In Surprise! You’re Wealthy, Patricia Lovett-Reid provides an informative and practical guide to protecting your wealth. From investment strategies, diversification and risk management, business succession and retirement security, to estate planning and trusts, Patricia Lovett-Reid transfers her own wealth of experience and knowledge and profiles the real-life stories and wisdom of successful women.

About the author: Patricia Lovett-Reid is a Certified Financial Planner professional and Vice President and Managing Director of TD Wealth Management, part of TD Bank Financial Group. She is the host of MoneyTalk, a weekly call-in program on personal finance on Report on Business Television and is one of Canada’s leading authorities on wealth management.

About the Book: An accessible, thorough and informative approach to estate planning.

About the author: Kevin Wark LLB, CFP is President and CEO of Equinox Financial Group. He graduated from University of Western Ontario Law School in 1981. Called to the Ontario Bar in 1983, Wark was a tax associate at Stikeman Elliot from 1983 to 1985. He has held various management positions, including at Manulife Financial (1985-1995) and Equinox Financial Group (1995-present). He has been the president and CEO of Equinox Financial Group since 1999.

About the Book: The authors, a real-life client and financial planner team highlight the principles underlying all effective financial plans and tackle the myth that investing is too complicated.

About the authors: Michael Townshend ia an independent financial planner in Waterloo, ON. A part of the financial planning industry since the late 70's, he has managed a successful private practice while building a national mutual fund dealership.

Robert Gignac is an author and speaker with his firm Taynac & Associates in Aurora, ON. He has been a client of Michael's for over 10 years.

About the Book: This book is a money guide that addresses the concerns of 25-35 year olds, and offers a wealth of advice on how to cope. Topics include budgeting, the credit card trap, student loans, big tickets items like houses, cars and trips, RRSPs and mutual funds.

About the author: Kevin Cork, CFP, is president of The Absolute Group Inc., a Branch Manager with TWC Financial Corp. and a financial journalist, his writing often under the "Screaming Capitalist" byline.

About the Book: This book offers easy-to-understand advice on a wide range of topics, including tips on spending less and saving more, managing a budget, negotiating mortgages and car leases, getting the insurance you need, investing, saving for children's education and your own retirement, and much more.

About the author: Ellen Roseman was a columnist at The Globe and Mail for 21 years before going to The Toronto Star as business editor. She now writes a column that appears three times a week in The Star's business section.

About the Book: Updated by the tax and financial planning team at KPMG, this book offers a comprehensive index, complete cross-references, current tables of federal and provincial tax rates and credits, and summaries of key tax planning points in each chapter, making it easy to quickly pinpoint the information you need. Also available in French.

About the Book: This is a single source of information regarding the tax consequences of leaving Canada, taxation as a non-resident and returning home.

About the authors: Garry Duncan is a partner with BDO Dunwoody LLP in Toronto. He specializes in tax and financial planning. Elizabeth Peck is President of Canadians Resident Abroad Inc. She is the editor and publisher of CRA Magazine, the tax, financial and lifestyle publication for Canadian living outside Canada or considering a move abroad.

About the Book: This guide provides sound advice on aspects of managing a family-owned firm in Canada. The authors provide advice on key issues such as:

• Succession and relinquishing control;
• The role of outside advisors;
• Emotional factors and conflict within the family; and
• Preparing a strategic plan.

Family businesses, regardless of size or sector, experience many of the same demands and difficulties. By using detailed case studies and real-life examples, the authors create an understanding of these challenges that is the first step towards dealing with them.

About the authors: Peter Leach, Bruce Bell and Garry Duncan are members of BDO International, a firm of chartered accountants and business consultants.

About the Book: Although death and taxes can be difficult subjects to talk about and understand, popular Globe and Mail columnist and tax expert Tim Cestnick makes the task simple. Whether you're planning for your own estate or that of a parent, or you expect to inherit assets one day, Winning the Estate Planning Game is an invaluable resource full of clever ideas.

Here is what's covered:

• Wills and power of attorney
• Tax reduction strategies
• Use of trusts
• Probate planning
• Business succession planning
• Life insurance strategies
• Ideas for those with U.S. connections
• Effective charitable giving

About the author: Tim Cestnick CFP, CA, TEP, is Managing Director, Tax Smart Services, AIC Limited. He is the tax columnist for The Globe and Mail's Report on Business, a regular contributor to CBC Newsworld, Canada AM and ROBTV and a well-respected member of the teaching faculty of the Institute of Chartered Accountants of Ontario.

About the Book: This easy-to-use tax guide is revised and updated to reflect the new rules and the new investment strategies for the 2002 tax season.

Here is what's covered:

• Up-to-date guidelines and budgetary provisions for the 2002 tax season
• Advice on how to weigh the tax benefits and drawbacks of the newest investment products and strategies in the marketplace
• Critical strategies for families, employees and the self-employed
• Completely updated and improved strategies for a tax-efficient retirement
• Revolutionary new estate planning techniques

About the author: Tim Cestnick CFP, CA, TEP, is Managing Director, Tax Smart Services, AIC Limited. He is the tax columnist for The Globe and Mail's Report on Business, a regular contributor to CBC Newsworld, Canada AM and ROBTV and a well-respected member of the teaching faculty of the Institute of Chartered Accountants of Ontario.

About the Book:For most Canadians, the prospect of providing adequately for their children's education has become daunting. Winning the Education Savings Game is full of innovative ideas and up-to-date information on savings plans, grants, loans and more.

Coverage includes:

• Strategies for using Registered Education Savings Plans
• Making the most of the Canada Education Savings Grant
• In-trust accounts and other strategies
• Helpful tools to calculate your child's expected education costs
• Five sure-fire sources of education funding
• Useful financial planning and management tips for students
• Answers t othe 99 most commonly asked questions about saving for an education

About the author: Tim Cestnick CFP, CA, TEP, is Managing Director, Tax Smart Services, AIC Limited. He is the tax columnist for The Globe and Mail's Report on Business, a regular contributor to CBC Newsworld, Canada AM and ROBTV and a well-respected member of the teaching faculty of the Institute of Chartered Accountants of Ontario.

 

The Border Guide: A Canadian's Guide to Investing, Working and Living in the United States (2001)

By Robert Keats, CFP; e-mail: bobk@keatsconnelly.com Stoddart Publishing Co. Ltd.; 2001; ISBN 0-7737-6201-9; 282pgs; $24.95 Available in bookstores

About the Book: This book offers information on cross-border financial planning. You will learn, among other things, how to:

• Avoid getting caught by fluctuations in Canadian currency
• Qualify for old-age and social security benefits on both sides of the border
• Get the best from both the Canadian and U.S. medical systems - without disadvantages of either
• Buy a retirement home and deduct the mortgage interest from your Canadian tax return
• Receive your Canadian pensions in the U.S. - almost tax-free
• Make U.S.-based investments that are exempt from U.S. income tax and filing requirements
• Use the new U.S.-Canada Tax Treaty to receive the equivalent of an unlimited capital gains exemption
• Alleviate your tax burden when you return to Canada after an extended stay in the U.S.

About the author: Robert Keats CFP is an internationally renowned expert in cross-border financial planning. He has discussed financial matters on the CTV national news and in the Financial Post and Los Angeles Times. He is the publisher of The Sunbelt Canadian newsletter and is on the editorial board of the Canandian Journal of Financial Planning. He lives in Phoenix, Arizona.

 

The Facts of Life: How to Build Wealth and Protect Your Assets with Life Insurance (2002)

Paul Grimes CFP, CLU with Susan Goldberg Stoddart Publishing Co. Inc.; 2002; 211pgs; $21.95; Available through bookstores

About the Book: The Facts of Life: How to Build Wealth and Protect Your Assets with Life Insurance attempts to provide Canadians with an easy-to-read guide to life insurance. For most Canadians, life insurance is a difficult product to understand and relate to. This book humanizes it by explaining various products and concepts in story form.

About the authors: Paul Grimes is a 20 year veteran of the insurance industry. Currently Ontario vice-president of sales for Industrial Alliance, Paul holds the CFP, CLU and CH.F.C. designations. Susan Goldberg is a freelance writer and editor. Her work has appeared in a variety of Canadian publications.

 

High Expectations & False Dreams (2001)

By Jim C. Otar CFP, M.Eng., e-mail: cotar@rogers.com Otar & Associates; 2001; ISBN 0-9689634-0-4; 135pgs.; $22.95

About the Book: Based on one hundred years of history, High Expectations & False Dreams references extensive research from 1900 to 1999 to reveal that retirement plan projections may actually be too good to be true. Different techniques are analyzed for optimizing your portfolio. Empirical data reveals what you can expect from markets, regardless of all the hype you receive from the media.

About the author: Jim C. Otar is a professional engineer, Certified Financial Planner professional and a financial writer. His articles in a retirement planning series won him the CFP Board Article Award Competition in 2001. This is his second book. His first book, "Commission Free Investing," was a handbook on Dividend Reinvestment Plans.

 

How Much is Enough?: Balancing Today's Needs with Tomorrow's Retirement Goals

by Diane McCurdy CFP e-mail mccurd2@attglobal.net. McGraw-Hill Ryerson; ISBN 0-07-088064-6; 205pgs; $24.95;

About the Book: Ms. McCurdy says the magic number, or the answer to How Much Is Enough?, is as unique as the person doing the saving. Using checklists, worksheets and self-evaluations, McCurdy guides readers through her three-step plan to help them determine and achieve their magic number.

About the author: Diane McCurdy is one of the most successful individual financial planners in Vancouver, BC, and has advised over 2,500 clients in the last 26 years. Diane was awarded the Million Dollar Round Table Award and has been profiled in Chatelaine, the Globe and Mail and numerous other publications across the country. Presently, Ms. McCurdy manages her company, McCurdy Financial Planning Inc.

 

Simply Essential Personal Budgeting Kit

By Sylvia S. Lim CFP CGA web-site www.slimzone.ca Self-Counsel Press; 2001; ISBN 1-55180-351-8; 85pgs$15.95 plus disk; $20.00:

About the Book: This is a step-by-step guide including worksheets and forms designed to help you organize your finances and create a realistic and workable personal budget. It provides tips on how to set realistic financial goals, trim your spending, save and invest, pay down debt methodically, develop a retirement savings strategy and modify your lifestyle. And the forms to get you organized are on disk.

About the author: Sylvia Lim obtained her Certified Financial Planner designation in 1999 and has helped many clients properly plan their financial futures. She received her Certified General Accountant designation in 1982 after discovering that she thrived on the numbers side of management. Since 1989, she has operated her own successful accounting practice. She is also an instructor at business colleges and within the business community.

 

Tax-Smart Investing (2002)

By Kurt Rosentreter CFP, CA; e-mail: kurtrosentreter@hotmail.com Prentice Hall Canada; 2001; ISBN 0-13-033339-5; 256pgs; $24.95

About the Book: Tax-Smart investing features a wealth of new information written to help personal financiers, fund managers, financial advisors and investors maximize their returns and improve their wealth management practices. The book provides straightforward tax-saving techniques, showing how to integrate tax planning with investment selection to increase after-tax returns.

About the author: Kurt Rosentreter is a chartered accountant, tax specialist and a Certified Financial Planner™ practitioner. He holds an honours bachelor of commerce degree and is a certified investment management analyst. Mr. Rosentreter spent almost ten years in wealth management with Ernst & Young. Currently, he is Vice President, Private Client Services, at a major financial services institution in Toronto.

 

Rosentreter's Rules

by Kurt Rosentreter CFP, CA e-mail:kurtrosentreter@hotmail.com Prentice Hall Canada; 2001: ISBN 0-13-033339-5; 256pgs; $24.95;

About the Book: Kurt Rosentreter uses what he refers to as the 14 rules of professional financial planning, to clear up investor confusion caused by the barrage of choice and conflicting advice coming from a myriad of books and advisors. He attempts to help the reader become a successful and tax-smart investor.

About the author: Kurt Rosentreter is a chartered accountant, tax specialist and a Certified Financial Planner™ practitioner. He holds an honours bachelor of commerce degree and is a certified investment management analyst. Mr. Rosentreter spent almost ten years in wealth management with Ernst & Young. Currently, he is Vice President, Private Client Services, at a major financial services institution in Toronto.

 

50 Tax-Smart Investing Strategies (1998)

By Kurt Rosentreter CFP, CA; e-mail: kurtrosentreter@hotmail.com Stoddart Publishing Co. Inc.; 1998; ISBN 0-7737-5951-4; 219pgs; $16.95

About the Book: This book shows you how to integrate tax planning with investment selection, to maximize your after-tax returns. And it teaches you how to implement other tax-strategies across the financial needs spectrum, to build your total personal net worth.

About the author: Kurt Rosentreter is a chartered accountant, tax specialist and a Certified Financial Planner™ practitioner. He holds an honours bachelor of commerce degree and is a certified investment management analyst. Mr. Rosentreter spent almost ten years in wealth management with Ernst & Young. Currently, he is Vice President, Private Client Services, at a major financial services institution in Toronto.

 

The Structure of Retirement Income (2001)

By Daryl Diamond CFP, CLU, CHFC CCH Canadian Ltd.; 2001; ISBN 1-55141-359-0; 243pgs; $25.75

About the Book: The Structure of Retirement Income deals with helping financial advisors create comprehensive plans for clients who are about to retire and begin receiving income. The book explains the art of income streaming, considering all the needs and objectives on an individual or couple and then using their benefits, government entitlements and personal assets to create an optimal income flow.

About the author: Daryl Diamond CFP, CLU, CHFC Daryl Diamond has been in the financial planning profession for more than 20 years. His Winnipeg based firm, Diamond Retirement Planning Ltd., focuses on investment strategies and estate conversion issues unique to the pre-retirement and retirement markets.

 

Time In Time Out: Outsmart the Market Using Calendar Investment Strategies

By Bruce Lindsay CFP and Brooke Thackray CFP; e-mail:info@upwave.com Upwave Media Inc.; 2000: ISBN 1-89041-293-7; 250pgs; $19.95; Available at Indigo, Chapters.ca, independent bookstores, or on-line at www.upwave.com

About the Book: Time In Time Out offers the individual investor or money manager an interpretation of the seasonal patterns of the Stock Markets. It purports to reveal the secrets of doubling the performance of the DOW with a low risk investment strategy and suggests that by investing in positive times and avoiding the negative times you can double the DOW.

About the authors: Bruce Lindsay has been a Branch Manager with Royal Trust, Sr. Account Executive with TD Trust, and Investment Advisor with TD Evergreen. Brooke Thackray received his MBA from the Schulich School of Business. While at TD Evergreen Investment Services as an Investment Advisor, he earned the CIM and CFP designations.

 

Personal Tax Planning (2003-2004)

CGA Ontario; 2001; ISSN 1195-8480; 95pgs

About the Book: CGA Ontario's 2003/2004 Personal Tax Planning contains valuable tax information, such as, major changes affecting individuals. It reflects federal legislation up until September 30, 2003.

About the authors: The Certified General Accountants Association of Canada is a national self-regulating association of 55,000 Certified General Accountants and students. CGAs work in Canada and elsewhere throughout the world.

 

Taxes For Canadians FOR DUMMIES®

By Christie Henderson CFP, CA; Brian Quinlan CFP, CA; Chris Saunders CA and Suzanne Schultz CFP, CA Macmillan Canada 2002; ISBN 1894413393 ; $26.99; Available in book stores

About the Book: Taxes For Canadians For Dummies® includes comprehensible - and detailed - line-by-line explanations of your tax return for 2001, guidance on dealing with tax return errors, tips on getting out of trouble with Canada Customs and Revenue Agency, and tax form work sheets to play along as you learn. It's packed with practical tips and strategies for dealing with the latest tax regulations.

About the authors: Christie Henderson has led a handful of six-week canoe trips in remote areas of northern Ontario. When not paddling and portaging "in the middle of nowhere," she is a partner with Henderson Partners LLP. Ms. Henderson's clientele consists largely of entrepreneurial owner-managers, executives, and their families. Had Brian Quinlan not gone on to become a partner with Campbell Lawless LLP in Toronto, Brian would have pursued number crunching on the ice. A passionate hockey fan, Mr. Quinlan works with individuals and owner-managed businesses to minimize their tax so they can maximize their cash. Chris Saunders has in the past worked on tax education projects for the average Canadian taxpayer and has spun tunes as a college DJ and fished for the elusive geoduck. (Word to the wise: the geoduck is a very large, edible clam (Panope generosa) of the Pacific coast of northwest North America). Mr. Saunders now advises and manages for a large Canadian institution. Suzanne Schultz is a self-confessed Rosie O'Donnell incarnate (when it comes to show tunes), Suzanne is a senior tax manager at The WaterStreet Group who knows how to highland dance. She has also authored courses on corporate taxes and trusts for CCH Canadian Limited, written columns for The Globe & Mail's Report on Business section, and has appeared on The Prosperity Show and Investment Television. Once upon a time Leigh Vyn wrote the back cover jacket text for Harlequin romance novels. Having traded in her typewriter for a calculator, she's now a Tax Manager at The WaterStreet Group, where she provides tax-consulting services to clients that include high net worth individuals and owner-managers. She has written articles for CI Mutual Funds, is a regular columnist for Canadian Shareowner Magazine, and has co-written articles for The Globe & Mail's Net Worth section.

 

One Step to Wealth

By William Bell CFP, RHU; e-mail: billbell@bellfinancial.on.ca Street Press; 2000: ISBN 0-968415-0-4; 153pgs; $18.95; Available in major bookstores and online at www.onesteptowealth.com

About the Book: One Step to Wealth stays focused on one message - specific strategies and investment ideas are of little value, unless we first "know what we want." Aimed at a wide audience, this book covers such things as: the importance of goal setting and why it's so difficult; finding a financial planner; creating an effective financial plan; and practical tips on implementing the "one step."

About the author: William Bell brings 15 years of industry experience and a refreshingly human approach to a subject that all too often is simply seen as crunching numbers. He has published more than 90 articles and has made several television and radio appearances. He is founder and president of Bell Financial Inc., and a financial planner.

 

E-Investing: How to Choose and use a Discount Broker

By Guy Anderson CFP, CIM; e-mail:ganderson@tefinancial.com John Wiley and Sons Canada; 2000; ISBN 0-471-64520-6; 274pgs; $24.95; Available at Coles, Chapters, Indigo, some independent booksellers and Amazon.com.

About the Book: This book rates the strengths and weaknesses of all discount brokers in Canada, including cost and service comparisons, and ease of use of discounters' websites. It features a questionnaire to help you decide if a discounter is right for you. It explains how to do business with a discounter, whether it's face to face, on the phone or via the Internet. It offers step-by-step instructions on how to set up an account and how to get on-line and it walks you through sample trades. Additionally, it lists dozens of websites for the do-it-yourself investor and explains how to access tools and resources that allow you to track daily market developments by getting quotes, charts, and stock prices.

About the author: Guy Anderson works with T.E. Financial Consultants Ltd. in the Toronto office where he is responsible for preparing in-depth executive financial plans, as well as developing and presenting financial planning seminars and workshops to corporate clients. He has over 8 years of experience in the financial services industry, most recently in the discount brokerage field. Mr. Anderson has also authored or consulted on a number of articles for the Globe and Mail and National Post.

 

Make Money, Not Mistakes!

By Murdoch Matheson CFP; e-mail: murdoch.matheson@sympatico.ca Creative Bound Inc.; 2000; ISBN 0-921165-71-4; 127pgs; $14.95; Available in bookstores or oBy Murdoch Mathesnline at www.creativebound.com

About the Book: In Make Money, Not Mistakes, Murdoch Matheson shows us that financial security is indeed achievable, regardless of income level. Drawing from real-life scenarios, he shares strategies that he believes, once applied, afford people the time and financial freedom to enjoy the things that really matter.

About the author: Murdoch Matheson is a graduate of Queen's University and a Certified Financial Planner professional. He lives with his wife, Mary Jane, and sons, Brock and Ian, in Stittsville, Ontario. In 1993, he started the Stittsville branch of Regal Capital Planners Ltd., now part of the BRM group of companies.

 

Types of Investments: A Canadian Perspective

By Larry Stubbs CFP, RFP, CIM; e-mail: themiserman@telus.net; www.themiserman.lovesmoney.com CCH Canadian Limited; 1999: ISBN 1-55141-363-9; 139pgs; $19.95; Available through CCH Canadian Limited 1-800-268-4522

About the Book: Types of Investments: A Canadian Perspective highlights 25 major types of investments, including, risk factors, economic considerations, and income tax implications. This guide is a resource for financial advisors or Investors who frequently make important investment decisions. Other key features include: · Information that is transferable to International Investors who are considering investing in Canada · An extensive glossary of unique terms of major asset classes for the serious investor · Current updates from the Bank of Canada and Canadian Savings Bonds · A listing of current Canadian web Resources for International Investors This book is also a handy reference for candidates studying for the Certified Financial Planner (CFP).

About the author: Based in New Westminster, B.C., Larry Stubbs is an independent fee-only wealth manager who provides advice on how to achieve financial success. He is a noted author and frequent speaker with more than 25 years of experience in investing and financial planning. As an independent consultant, Larry brings a wealth of knowledge to individuals, corporations, and associations on investment and risk management, estate planning, and maximizing retirement resources.

 

A Declaration of Taxpayer Rights (2001)

by Bateman Mackay Chartered Accountants, e-mail: info@bateman-mackay.com Bateman Mackay Financial Consultants Limited; 2000: ISBN 0968039545; 268pgs; $17.95

About the Book: A Declaration of Taxpayer Rights help you navigate through the grey to minimize your taxes and maximize your wealth. Discover the secrets to putting more disposable income in your pockets by exercising your right to pay the least amount of tax the law will allow.

About the authors: Bateman Mackay is an income tax focused firm of Chartered Accountants located in Burlington, Ontario.

 

For My Charity & Family, not the Tax Collector (2001)

by Randall B. Reynolds, CFP and Dr. Alan Haynes
GivingAdvice Publishing Company; 2001: ISBN 0968927505 & 0968927513; 171pgs; $29.95

About the Book: For My Charity & Family, not the Tax Collector has been written specifically for those Canadians who wish to look after their children and other heirs, and who would also like to leave a legacy to their fellow Canadians through a legally recognized Canadian charity.

About the authors: Randall Renyolds, CFP, is the founder of the Financial Advisor's Brokerage Group. He has 35 years of expertise in the financial services industry and a keen interest in charity, having been a board member of the British Columbia Society for the Prevention of Cruelty to Animals (BCSPCA) since 1977 and as a past president of the Vancouver Regional Branch of the BCSPCA where he established a planned giving program over 14 years ago.

Dr. Alan Haynes has served as consultant and strategic coach to several hundred business owners, executives and sales professionals since 1988. He has designed and implemented successful recruitment, training and marketing programs for companies and producers in many sectors of Canadian industry.