Financial Planning: A Beginner's Guide - E-book - ePub

Edition en anglais

Note moyenne 
 Marc Beaudoin et  Philippe Beaudoin - Financial Planning: A Beginner's Guide.
"An essential tool for practical knowledge about personal finance!" Jean-François Proulx, Regional Vice-President, AIM TrimarkThis book deals with topics... Lire la suite
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Résumé

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

Caractéristiques

  • Date de parution
    08/03/2015
  • Editeur
  • ISBN
    978-1-310-98693-2
  • EAN
    9781310986932
  • Format
    ePub
  • Caractéristiques du format ePub
    • Protection num.
      pas de protection

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À propos des auteurs

Marc Beaudoin a ouvré 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. Philippe Beaudoin est détenteur d'une maîtrise en sciences, option finance, de l'Université de Sherbrooke.
Il a complété deux des trois examens menant au titre de CFA et détient également le titre de CPA CGA (comptable général licencié). M. Beaudoin gère des placements depuis plusieurs années en s'inspirant de l'approche utilisée par les meilleurs gestionnaires professionnels. Il apporte sa contribution en vulgarisant certaines théories financières et nouveautés dans le domaine financier. Philippe Beaudoin has a Master's degree in Science, with a major in finance, from the University of Sherbrooke.
He has finished the exams and is now interning for his CGA (Certified General Accountant) and is continuing his studies to become a CFA (Chartered Financial Analyst). Mr. Beaudoin oversees private investments using the same innovative strategies employed by the best professional portfolio managers in the world. He contributed to this book by explaining new theories and simplifying financial concepts. Pierre-Luc Bernier est détenteur d'un baccalauréat en administration des affaires, option finance, de l'Université de Sherbrooke.
M. Bernier a ouvré en finance corporative et a contribué au démarrage de différentes entreprises. Il a donné de nombreuses conférences traitant de finance et de fiscalité. Pierre-Luc Bernier has a bachelor's degree in business administration, majoring in finance from the University of Sherbrooke. Mr. Bernier has worked in the area of corporate finance, contributing to the launch of various companies.
He often organizes and hosts lectures and workshops addressing finance and fiscal issues.

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