Your Wealth Advisor - Canada

Testimonials

If you don't know who "Zvi Bodie" is, see below or this search result in "Google"

"Graham has been a pioneer and steadfast champion of worry-free safety-first investing in Canada. He has always believed that the most prudent approach to personal investing must start with a solid base of inflation-protected real return bonds. He has been a leader in urging his government to issue a Canadian equivalent to Series I saving bonds in the U.S."

Zvi Bodie

Below is an excerpt from the Q&A section of Zvi Bodie's web site.

Q&A with Zvi Bodie

Question:

Your worry-free investing concept is very interesting and it totally changed my mind as the media is succeeding in convincing me as an ordinary investor to invest in stocks in order to have a good retirement. I am over 55 and still working but your trustworthy advice is not too late as I could continue to lose more money by investing in stocks only.

I look forward to hearing from you, Zvi. You dare to speak the truth and disregard the enemies you have made among so-called "profession money managers." In Canada, what is the equivalent of TIPS?

Zvi's Answer:

In Canada, the equivalent of TIPS are Real Return Bonds (RRBs). The Canadian government started issuing RRBs several years before the US government did. The chief proponent of RRBs for investors like you is Graham Cook, a professional financial planner who is a longtime friend of mine.

His website is www.compositefinance.com.

Zvi Bodie

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Below is a recommendation by Zvi Bodie to the Canadian media to contact me:

From: Zvi Bodie
To: Jeff Sanford <canadianbusiness.rogers.com>
Date: Mon, 6 Jul 2009 15:22:37 -0700 (PDT)

You are better off talking with a Canadian expert like Graham Cook.

Zvi Bodie

http://zvibodie.com

A Must Visit: Zvi Bodie's web site

Zvi Bodie is the Norman and Adele Barron Professor of Management at Boston University. He holds a PhD from the Massachusetts Institute of Technology and has served on the finance faculty at the Harvard Business School and MIT's Sloan School of Management.

Professor Bodie has published widely on pension finance and investment strategy in leading professional journals.

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Graham Cook - In The News

Click the link below for Graham Cook "In the News"

"Suitable & Appropriate investments for a Worry-Free Retirement."

Introduction - Why do I need advice?

Because it is:

"Probably the best investment you could ever make!"

by Graham Cook, CFP

From Canadian Business Online March 10, 2008

Financial advice

"Where to find a fee-only financial planner"

The most comprehensive listing of Canadian fee-only financial planners on the web,

From MoneySense magazine.

By Duncan Hood