Marc Beaudoin, Philippe Beaudoin, Pierre-Luc Bernier

Financial Planning: A Beginner's Guide (eBook, ePUB)

• Format: ePub

Produktbeschreibung

"An essential tool for practical knowledge about personal finance!" Jean-François Proulx, Regional Vice-President, AIM Trimark

This book deals with topics of personal finance (investments, life insurance, retirement planning strategies, etc.) in a warm and humorous manner. Topics are clearly defined and presented in the context of a father and son chat.

From the time he was a young boy, Matthew has always enjoyed fishing with his father, Frank. For Matthew's high school graduation gift, Frank has experienced many of the financial difficulties and struggles common to most people, and has worked hard to find solutions to overcome them. The concepts about finance that he learned in school were not very helpful, and he's hoping that this special time will allow him to pass on the financial knowledge that he's gained during his life, to Matthew.

Matthew's father offers him sound financial advice that can be applied throughout his life. The reader is able to listen in on the conversations shared between an eager-to-teach father, and a not-so-ready-to-listen son. Sound familiar?

With twelve chapter summaries and a index-lexicon, this book is an important and accessible tool for future reference... or perhaps to be passed on to your own children.

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Produktdetails

• Verlag: Jean-Christian Beaudoin
• Erscheinungstermin: 8. März 2015
• Englisch
• ISBN-13: 9781310986932
• Artikelnr.: 70645512

Autorenporträt

Marc Beaudoin a uvré une dizaine d'années en direction générale d'entreprises et travaille dans le domaine du placement de capitaux depuis près de 25 ans. Il est détenteur d'un MBA, d'une maîtrise en fiscalité et d'un post-MBA spécialisé en services financiers. Il s'inspire de la philosophie de placement et de gestion de Warren Buffett, qu'il a rencontré en 2001. Cette même année, il fonde à Sherbrooke son propre cabinet de services financiers : Beaudoin, Rigolt + Associés inc. M. Beaudoin est reconnu par ses clients comme un excellent vulgarisateur. Il rassemble des idées publiées dans une grande quantité de bulletins d'information financière destinés à sa clientèle, ainsi que des concepts véhiculés dans les nombreux cours et conférences qu'il a donnés. Marc Beaudoin has worked in the world of finance for the past twenty five years. He has an MBA, a Master's degree in taxation and a Post-MBA specializing in financial services. Inspired by the investment and management philosophy of Warren Buffett whom he met in 2001, he opened his own financial services firm: Beaudoin, Rigolt & Associés inc. that year. Mr. Beaudoin is known to his clients as an excellent teacher; he is able to explain intricate concepts in laymen's terms. In this book, he brings together the ideas that he has published in over fifty information bulletins destined for clients, and concepts covered in the many courses and conferences he has hosted.