"I'd categorize Portfolio First Aid as a serious
investment primer that has the laudable, if ambitious, goal of raising
the sophistication level of the general
public."
-Jonathan Chevreau, Financial Post
"Portfolio First Aid has the right pedigree as an advice
tome on healthy investing. Covers the bases of portfolio balance,
building wealth, investing for income and managing risk."
-
The Edmonton Journal
The financial meltdown has taken a severe toll on the finances of
Canadians, and on their confidence in financial and investment
advisors. Canadians need help to learn how to diagnose what is the
greatest threat to their long-term financial well-being and to follow
a course of treatment to recovery.
Financial First Aid for Canadian Investors is for all the
battered and bloodied investors whose portfolios are in tatters and
who lack direction about what to do next. By examining the lessons to
be learned from mistakes made in both good and bad markets, the
authors address the common and recurring investment blunders they have
witnessed over many years, and offer a clear prescription for how to
repair wounded portfolios.
Michael Graham, Ph. D., is currently President of
Michael Graham Investment Services Inc., an investment counseling firm
which he formed in late 2007 to continue a career in the Canadian
investment industry that dates back to 1962. Senior industry positions
have included Director of Research at Wood Gundy, Chairman of
Investment Strategy at Dominion Securities, Director of Investment
Support at Merrill Lynch Canada and Director of Private Client
Investing at Midland Walwyn. He is a longstanding Contributing Editor
of The MoneyLetter and a columnist for Advocis' FORUM
magazine, and has appeared frequently on radio and television, most
recently the Money Talk show on BNN. He is also a frequent
speaker to groups within the financial services industry.
Bryan Snelson is Vice President, Financial Advisor, and Branch
Manager with Raymond James Ltd. He reaches over 500,000 listeners per
week on Toronto radio station JAZZFM91 with his twice-daily market
reports and weekly radio commentary, "Portfolio First Aid."
Bryan appears frequently on CBC Newsworld and The National, and
is a contributor to The MoneyLetter. He has spoken to many
national and regional organizations on investing, including The
Canadian Bar Association, The Ontario Nurses' Association, and the
Canadian Association of Retired Persons.
Cindy David, CFP, CLU, is Vice President, Estate Planning
Advisor, with Raymond James Financial Planning Ltd., with 15 years of
financial planning experience. She is an accomplished speaker and
frequent member of industry panel discussions. She has had articles
featured in industry publications, local newspapers, and client
newsletters.
