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The Success Tax Shuffle Paperback – May 26 2016

4.7 out of 5 stars 4 customer reviews

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Frequently bought together

  • The Success Tax Shuffle
  • +
  • The Essential Canadian Guide to Estate Planning - 2nd Edition: A Journey Towards Peace of Mind
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  • 2016 - 2017 Estate Planning Guide for Ontarians - “Completing the Puzzle”
Total price: CDN$ 54.27
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Product details

  • Paperback: 116 pages
  • Publisher: 1235181 Ontario Inc; Ver. 5 edition (May 26 2016)
  • Language: English
  • ISBN-10: 0995164703
  • ISBN-13: 978-0995164703
  • Product Dimensions: 15.2 x 0.7 x 22.9 cm
  • Shipping Weight: 231 g
  • Average Customer Review: 4.7 out of 5 stars 4 customer reviews
  • Amazon Bestsellers Rank: #127,957 in Books (See Top 100 in Books)
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Product description

About the Author

William (Bill) Green has been in the financial and estate planning business for over 25 years. He is a Certified Financial Planner (CFP), Financial Management Advisor (FMA), and a Financial Divorce Specialist (FDS). He also holds his Chartered Investment Manager (CIM) designation and is one of only a handful of Canadians who is a member of the Nazrudin Project, an international advisory think-tank of financial planners, psychologists and other professionals dealing with the emotional and psychological aspects of money and money management. Since he started in the financial services industry, he has worked for both small and large independent firms and with a large Canadian bank brokerage and their retail banking division. He now works as an independent advisor and consultant. He currently provides insurance solutions, fee only, hourly financial and estate planning advice to his clients and other advisors from his home in Muskoka, Ontario. He enjoys many outdoor activities including canoeing, kayaking, fishing, hiking, cross-country and downhill skiing. He can be reached through his website at www.feeonlyplanner.ca


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November 30, 2016
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July 27, 2016
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5.0 out of 5 starsGreat read, easy to follow content
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