Through the Money Maze: The Essential Guide to Finding the Right Financial Advisor and Reaching Your Financial Goals

This book was written with one purpose in mind – to help Canadians put their financial house in order with the help of an experienced financial advisor. Currently, there are many Canadian families that have not yet planned for their financial future. In addition, there are many individuals who have planned for their financial future, but have failed to actually implement their financial plan. Finally, there are those you have implemented a financial plan, but the plan simply isn’t working. Regardless of your personal situation this book will help you get on the right track. After reading the book you will know what steps you need to take to hire the right financial advisor, prepare a financial plan, implement the financial plan and monitor your progress closely with your financial advisor going forward.

In addition, you will learn about all of the facets that encompass financial planning. This includes budgeting & savings, insurance planning, tax planning, succession planning and portfolio management. Most importantly you will learn which investment professionals to interview, what questions to ask and how to make your final decision in regards to whom to hire. By the end of the story, you’ll be extremely well positioned to find, interview and hire the perfect financial adviser to get your financial house in order. After this you will never have to worry about managing your financial affairs again.

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“If you have yet to start the financial planning process, are currently looking for a financial advisor or the relationship with your existing financial advisor isn’t working, Through the Money Maze is for you.”     

Mounir R. El-Ayari, CIM, FCSI, C.h.P. strategic Wealth

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