Talbot Stevens specializes in the innovation and delivery of valuable financial strategies and behavioural solutions that benefit the financial industry and its clients. His current focus is "client-first business-building systems", developing systematized behavioural solutions on the following platforms:
- Increase Investment Savings
- Maximize Your RRSP Strategy
- Leveraging 2.0: Win-Win Wealth Acceleration
As an author, speaker, trainer, software developer, and industry consultant, Talbot is Canada's leading expert in the research and education of "responsible leverage", or borrowing to invest, both inside and outside of RRSPs. He has also pioneered research into which investment strategies maximize after-tax retirement income.
Leverage Certification Course
Markets and regulators have made it clear that advisors and investors should only consider "leveraging responsibly or not at all". Talbot has created a full-day Leverage Certification Course to help advisors, compliance officers, and wholesalers objectively understand this controversial business-building strategy. More ...
Free Leverage Resources
To help advisors and investors better understand "forced savings" and the subject of borrowing to invest responsibly, the following are some of Talbot Stevens' FREE educational resources on responsible leverage.