Wealth Confidence
the Divorce Edition
Learn the ins-and-outs of investments through relatable and easy to understand concepts with special tips for divorcees.
"Found that this book clearly outlined an area that many of us feel lost in. Really appreciated the simple approach, explaining concepts and their application to everyday life....Excellent read!"
Lana Brander
Chartered Professional Accountant
Wealth Confidence
the Widow Edition
5-step system to overcome the almost universal discomfort with investments that a widow may experience.
"I definitely will recommend this book to my clients who are seeking comfort and security after the loss of their spouse."
Nathalie Plamondon-Thomas
Most Empowering Confidence Coach 2023 of North America
Wealth Confidence
Introduction to Investing
(A short companion book to the Wealth Confidence book series)
Helping Canadians to Create Comfort & Security in their Wealth Confidence Journey
Wealth Confidence
10 Behavioural Finance Biases
(A short companion book to the Wealth Confidence book series)
Learn to recognize and fix potential investment blind spots. Empowering you on your Wealth Confidence Journey.
Topics Covered in the Series
Creating Your Wealth Plan:
Feeling secure may be knowing you have sufficient wealth for your lifestyle. A wealth plan may be your first step on this journey and the steps are outlined in this section of the books.
Knowledge Enhancement:
Six key topics are covered including: account types, investment categories, tax considerations, costs, mix and finally the nitty gritty of the industry, licenses and designations.
Behaviourial Finance:
We're human and therefore fallible. In this part of the series, we explore five cognitive and five emotional biases (as well as the fix) that can lead to some not-so-great decisions when it comes to investing.
Developing Trust:
Using the circle of trust as a guidepost, this section explores questions and considerations when deciding how to move forward in your wealth confidence journey!
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