The mutual fund buying frenzy of the past ten years has made Canadian investors richer -- and wiser. More confident and sophisticated, many are moving out of funds, into other, more cost-effective investment products. It's a move that's being described as the next generation in personal investing and it's perhaps the most important phenomenon in personal financial planning today. No one knows more about it than Jonathan Chevreau.
Widely recognized and respected, Mr. Chevreau is the personal finance columnist for the National Post, a position he held for many years with the papaer's predecessor, The Financial Post. Mr. Chevreau hasn't just seen the next big trend in personal investing, he's written the book on it, The Wealthy Boomer: Life After Mutual Funds. And that next big trend, says Mr. Chevreau, will see millions of Canadians "graduate" from mutual funds to lower-cost investment alternatives.
His compelling, "Wealthy Boomer" presentation is a precise, detailed
road map those millions of "graduates" can use to determine which other
investment products are right for them. In his presentation, Mr. Chevreau
clearly describes:
- the high costs and tax inefficiencies of mutual funds
- how mutual funds are the stepping stone to the highly effective Managed
Money style of investing, and
- the wide range of managed money products, which can be the core of
a hybrid portfolio that also includes some mutual funds.
In addition to being the Post's personal finance columnist, Mr. Chevreau has also authored the paper's 1995 Guide to Mutual Funds and co-authored Key Porter's series of Smart Funds books. He comments regularly on personal finance on CITY TV's channel CP24 and Radio 680.
Audiences who listen to Mr. Chevreau learn:
- How to apply their experience in mutual funds to a wide array of
investment products
- How to understand the concept and principles of managed money, and
- How to "Eat and Sleep Well With Managed Money"
Well connected and superbly informed, Mr. Chevreau has up-to-the minute knowledge of investing principles and guidelines. And as always, his objective opinions and authoritative style make his presentation a must see for investors across Canada.
Topics include:
- The Next Generation in personal investing
- Everything you need to know about managed money
- Which products are right for you
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