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The Author & The Book

 

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Jeffrey Tam is The Leading Authority on Investing(TM) and Award Winning Financial Author of the book “Retire Wealthy: Make More Money, Pay Less Tax, Protect Your Assets.”

He is the inventor of The Transformational A.D.V.I.C.E.(TM) Technique, and has a Bachelor of Commerce Degree (B.Comm) from the University of Toronto, and also holds the Chartered Investment Manager (CIM) professional designation, and he is also a Fellow Member of the Canadian Securities Institute (Fellow of CSI).

Jeffrey has worked in the financial services industry since 1996.

He worked for the TD Bank Group for thirteen years before starting his company Toronto Wealth Group.

His goal is to offer more service and a wider selection of products to his clients; by helping middle class Canadian families Make More Money, Pay Less Tax, and Protect Their Assets using The Transformational A.D.V.I.C.E.(TM) Technique.

 

 

 

 

 

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RETIRE WEALTHY: Make More Money, Pay Less Tax, Protect Your Assets

 

Chapter 1 – It Is Not Too Late To Start

 

Chapter 2 – The Transformational A.D.V.I.C.E. (TM) Technique
                    “A” is for “Aim Higher In L.I.F.E. (TM)
                    “D” is for “Decrease Your S.H.O.W. (TM) Expenses”
                    “V” is for “Vehicles To S.A.F.E.L.Y. (TM) Invest In”
                    “I” is for “Increase Your P.U.R.E. (TM) Income”
                    “C” is for “Care For Your Family P.M.S. (TM)
                    “E” is for “Ease Your W.I.L.D. (TM) Mind”

 

Chapter 3 – “A” is for “Aim Higher In L.I.F.E. (TM)
                    “L” is for “Lift Yourself Higher”
                    “I” is for “Intentional Congruence”
                    “F” is for “Focus On Your Strengths”
                    “E” is for “Execute With Excellence”

 

Chapter 4 – “D” is for “Decrease Your S.H.O.W. (TM) Expenses”
                    “S” is for “Spend After You Make”
                    “H” is for “How Do You Use This To Make Money?”
                    “O” is for “Owe Your Credit Card Company Nothing”
                    “W” is for “Why Do You Need Or Want This?”

 

Chapter 5 – “V” is for “Vehicles To S.A.F.E.L.Y. (TM) Invest In”
                    “S” is for “Secured By Real Assets”
                    “A” is for “Amount At Risk”
                    “F” is for “Fair Rate Of Return”
                    “E” is for “Economic Cycle & Environment”
                    “L” is for “Leverage When Appropriate”
                    “Y” is for “Yawn!  My Investments Are Boring”

 

Chapter 6 – “I” is for “Increase Your P.U.R.E. (TM) Income”
                    “P” is for “Passive Income”
                    “U” is for “Unexpected Income”
                    “R” is for “Residual Income”
                    “E” is for “Expected Income”

 

Chapter 7 – “C” is for “Care For Your Family P.M.S. (TM)
                    “P” is for “Physical”
                    “M” is for “Mental”
                    “S” is for “Spiritual”

 

Chapter 8 – “E” is for “Ease Your W.I.L.D. (TM) Mind”
                    “W” is for “Worrying Too Much”
                    “I” is for “Intention Becomes Reality”
                    “L” is for “Living With Peace-of-Mind”
                    “D” is for “Drawn By The Holy Spirit”

 

Chapter 9 – Take These Important Steps T.O.D.A.Y. (TM)
                    “T” is for “Talk It Over With Your Spouse”
                    “O” is for “Organize Your Finances”
                    “D” is for “Delegate To Your Trusted Advisor”
                    “A” is for “Attend To Your Other Priorities”
                    “Y” is for “You Can Retire Wealthy”

 

Appendix – The World’s Top Financial Experts (TM)

 

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