Talbot Stevens has become recognized as
Canada’s leading expert in the research and
education of "responsible leveraging". To
meet the industry need for more objective
understanding of this controversial
business-building strategy, he has created a
full-day Leverage Certification Course to help
advisors:
understand the mechanics, risks, and various
leveraging strategies
professionally communicate
the concept to appropriate clients
reduce the
risks to clients, advisors, and dealers
We are currently
organizing Leverage Certification courses in
various locations across the country, and we
don't want to miss your area. Please let us know
that you are interested in attending by
e-mailing us at info@TalbotStevens.com.
Education and Analysis Software
Talbot's "RRSP Contribution Optimizer"
For investors who have unused RRSP contribution room, Talbot's RRSP
Contribution Optimizer helps significantly increase the value of their RRSP
plans and this year’s contributions by:
determining the optimal amount to contribute this year using available and
borrowed funds, accounting for different tax brackets, clawbacks, and behaviour
using a more effective RRSP refund strategy
using a combination of forced and automatic savings approaches to reduce the
behavioural risks of reduced or suspended contributions
investing additional cashflow produced by reduced clawbacks
Try a
of this bilingual web software.
We have now included a Fast Track mode (English)that is shorter
and simpler, and a new Benefits and Risks section.
GUARANTEED benefit. Everyone benefits from
this unique value-added analysis, including investors, advisors, investment
companies and lenders.
Special
Package Discounts on
Leverage Products
In order to provide you
with additional discounts on our leverage
products, we have developed a special Combination
Package Order Form. Simply fill it out and
fax it back to us at (519) 663-1101.
To help advisors and investors better understand "forced savings" and the controversial subject of borrowing to invest responsibly, the following are some of Talbot Stevens' FREE educational resources on conservative leverage.
Talbot also has products and services for sale to help
advisors and their clients benefit from understanding and only implementing
conservative leverage, including:
Investors with unused RRSP contribution room should
probably use a "forced savings" strategy to catch up on RRSP contributions
before using traditional leveraging outside of RRSPs.
Talbot's RRSP Contribution Optimizer is a unique education and analysis
tool that quickly produces a 1-page Action Plan defining the optimal amount to
borrow and catch up on RRSPs, accounting for your personal tax brackets, and
most importanly, investor behaviour. Check out a .
Talbot Stevens talking at
the CAFP 2002 Convention
Talbot Stevens
educator ... teaching people how to benefit financially without
sacrificing their standard of living
researcher ... a leading pioneer in the fundamental analysis of
investment strategies
trainer ... instructing and certifying financial professionals
speaker ... to the public, corporations and financial industry
author ... of the bestseller "Financial Freedom Without Sacrifice", and
"Dispelling the Myths of Borrowing to Invest"
Business Mission
To be a leader in the research and delivery of valuable financial strategies
and behaviour-based solutions to benefit both the financial industry and its
clients, by uniquely analyzing alternatives from a mathematical and behavioural
perspective. Win-win business-building solutions include software tools,
educational training and seminars, books, booklets, pamphlets, marketing
resources, research and industry consulting.
