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Book: Essential Tax Facts: 2009 Edition.

What's New In Tax? Plenty! Find out more about using new tax exempt investments in your portfolio, phased-in retirement options and newly increased tax deductions and credits to help you generate more cash flow every month, with this easy-to-read guide to tax savings from Evelyn Jacks, Canada's most trusted, best selling author. Whether you are attempting to complete your own tax return, want to ask better questions of your tax practitioner or need a handy reference to recent tax changes th

Book: Master Your Money Management Team.

Making financial decisions is more complicated and difficult than ever. So is finding a great professional to help. Financial advisors of all stripes are vying for you business, but just who is the right one for you and your dreams? Cut through the propaganda. Discover the tactics that make your advisors work more effectively for you. Then take a simpler path to creating real wealth faster and more consistently than ever before. You must be well informed about how the financial advice bu

Book: Master Your Retirement

Do You Have Enough Money To Retire? Is This The Right Time To Retire? Is Your Retirement Income Secure? Does Your Investment Portfolio Have Too Much Risk? Are You Paying Too Much Tax? This is a book for people who want to do more than just "retire". This is a book for people who truly want to "Master Retirement" by pro-actively planning their life and their financial affairs in a simple step by step process for a compelling and stress-free future. This book is based on real life example

Book: Master Your Taxes

Mastering Your Taxes involves two "pain" points: time and money. Now there is a new prescription to help you smooth that pain. You too can learn to save time and money on your largest lifetime expense! With the valuable information in this book you can plan for a more prosperous future building "real" wealth - after taxes, inflation and investment costs.

Book: Master Your Wealth Book Bundle

Buy All Three Books And Receive A 33% Discount! Each of the three original books are included in this bundle: Master Your Retirement, Master Your Taxes and Master Your Money Managers.

Book: Master Your Wealth Book Bundle

Buy All Four Books And Receive A 40% Discount! Each of the four original books are included in this bundle: Master Your Retirement, Master Your Taxes, Master Your Money Managers & Master Your Real Wealth.

Course: Advising Family Businesses

It is widely accepted that 7 in 10 family businesses do not succeed to the next generation; this despite the fact that there are an unlimited amount of resources available today that can help families avoid these statistics. The "distinguished advisor" must take a leadership role in quarterbacking this process. Help your clients beat the odds for succession success by better understanding the planning process now! This program is based on the innovative "Succession Mapping Process" developed

Course: Financial Literacy

Financial Literacy: The Relationship Between Risk and Return. Published by the Knowledge Bureau. I co-authored this course with Dr. Robert Ironside from the University of Lethbridge. The course is designed to provide the most important information on the relationship between risk and return in your investment portfolio. The course covers tremendous detail in all aspects of risk and return, yet described in a concise, easy to understand manner. If you are interested in learning more about

Course: Portfolio Construction

Portfolio Construction for Real Wealth Management. Published by The Knowledge Bureau. This is a course I have co-authored with Dr. Robert Ironside, a finance professor from the University of Lethbridge for financial advisors. The course provides a detailed look at the Client Risk Profiling process, The Market Risk Profiling process and the Portfolio Risk Profiling process. These are the three pillars of risk management, all of which must be in place to effectively manage risk.

Course: Tax Efficient Retirement Income

Tax Efficient Retirement Income Planning. Published by the Knowledge Bureau. This course was published in 2008 and was co-authored by myself, Evelyn Jacks and Christie Henderson and Linda Stalker. The course is a very detailed program considering all aspects and variables relating to taxation, government benefits, philanthropy, portfolios and a process called "income layering". The course includes a 45 minute CD, a 100+ page written journal and on-line quiz's and case studies.

E-Book: How To Avoid The Real Estate Trap

The decisions you make about your home and your mortgage will be one of the most significant decisions of your life. Decisions that will cost you hundreds of thousands of dollars over your lifetime. Are you ready? Purchase this e-book and learn about the "10 Strategies To Enhance Your Wealth Through Effective Mortgage Management".

E-Book: How To Build An Investment Portfolio

This is an E-Book Authored by Douglas Nelson that summarizes important information that all investors should be aware. To truly Understand The Relationship Between Risk and Return is to take your decision making to a whole new level.

Professional Services

In the event you wish to engage my professional services, a flat fee may be charged for the project, or an hourly rate will apply.

Software: My Personal Knowledge Base

What do you do with your knowledge? Do you store it all in your head or do you make it available to others? Is it recorded anywhere for easy retreival later or do you tend to forget some of your best ideas, memories or insights? Don't let your greatest insights, ideas or knowledge be lost over time. Save them today in Your Personal Knowledge Base.

Software: The Wealth Inspector

The Wealth Inspector Software program has three components: The Lifeline Planner, The Income and Expense Analyzer and the Net Worth Analyzer. The Lifeline Planner is designed to help you identify those things that are most important to you in all aspects of your life today and down the road. The Income and Expense Analyzer will help you allocation your income while the Net Worth Analyzer will help you get on track to building long term wealth.

Tools: The Succession Mapping Kit

The three most difficult aspects of succession planning for entrepreneurs and family businesses are: Getting everyone (all stakeholders and advisors) on the same page and working toward the same objectives. Sorting through "all" of the "issues" and knowing which issues are to be dealt with by whom and at what point in time. Understanding the implications of various decisions. This kit provides a collection of "Succession Maps" that are designed to help identify all of the key stakeholde