Overview

Most books about money are just that -- books about money. Advice abounds on how to earn more, save more, spend less or leave more behind. But life is more complicated than that and many of the financial situations we face in life aren't covered in any text book. George McConechy tackles the subject of money in the context of real life situations: aging parents, divorce, blended families, market meltdowns, children who don't leave home (or who come back with babies in tow), health challenges, real estate mistakes, golden handshakes, business opportunities -- just to name a few. With wry humour and tongue-in-cheek anecdotes, McConechy shares his wit and wisdom on how to tick the right boxes, pay the least taxes and give your heirs the fewest headaches possible.

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9781542305884

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When I began my career as an Investment Advisor in 2001, I did it with the philosophy that health and happiness are the focal point of a life well lived. Money is simply a tool that enables my clients live the life they deserve - both today and in the future. I believe in following a sensible approach to money management with a 360-degree view of the entire picture. It sounds simple, but patience and a practical approach have led to far richer rewards than the latest investment fad, or chasing an elusive rate of return. My goal is to become the go-to resource on all things related to money. In addition to keeping my finger on the pulse of what matters most to clients and what role money can play in a lifetime, I've focused on continuous learning. I've earned designations as a Certified Financial Planner (CFP), Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM), Personal Financial Planner (PFP) and earned my fellowship of the Canadian Securities Institute (FCSI). But no matter how many certificates may hang on my wall, I will never forget that success in the investment industry comes from three things: an ability to focus on the client, see the solutions with clarity, and deliver results with commitment.

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