Trusted Wisdom From Professionals Who Ask The Right Questions
We Guide You Towards Asking The
Right Questions So You Can Know
What The Right Answer Looks Like
OUR UNIQUE SALES PITCH TO BUSINESS OWNERS
You are an entrepreneur. Assemble 10 of your business owner friends, their friends, and their spouses, and sign up as a group. You and your spouse come for free. We provide everything else. That is a $3895 value, not including HST.
Seminar agenda is three days (18 hours) long and can be custom designed to everyone's schedule.
Seminar fees are tax deductible and HST is refundable.
OUR UNIQUE SALES PITCH TO BUSINESS AND FINANCIAL ADVISORS
We can help you design customized seminars hosted by you that are augmented by members of our team. Perfect for professional accountants, lawyers, mutual fund sponsors, banks, insurance companies and others who want to add to the presentations they make to clients .
OUR UNIQUE ECONOMIC GARDENING INITIATIVE
We help Canadian cities and towns by empowering a group of local business owners and giving them a mission to improve their communities together. We can add this component onto your seminar should you so desire
Some for the short, some for the long run.
Everywhere you look, businesses are out to make money. Some make selling promises
they cannot possibly keep, but that are designed to make you hand over your money
based on fear, greed, anxiety, guilt or some other emotion. Their sales patter is designed
to funnel you through evoked emotions and a conversation they control towards yes.
Some claim only they have the "Secrets To Success" or the "Easy ABC's", but frankly,
there aren't any. Not that there are no road maps, or time tested strategies that work,
but they come in other ways
Our Goal Is To Empower You To Take Charge
No one is better at looking out after your best interests than you are.
If you think financial and business advisors actually owe you a fiduciary duty, meaning that by
law they MUST put your needs first, you are mistaken. By and large, the financial services
industry has no such duty and you have no recourse except to find another advisor when you
find their promises are simply empty ones. Of course the money you paid them stays behind.
We Arm You With Questions Only Wisdom Brings
Our seminars help you build a better business and financial future by providing guidance and
expertise and the roadmaps our collective experience brings, and we have the right questions
that need to be asked, which is where it all starts.
Of course it needs your dedication to make your vision happen, and a clear understanding of
certain guiding principles, but we believe that because we insist on educating you AND your
spouse, that as a couple you will continue to learn and inspire each other.
You will also make new, like minded friends you can continue to learn and share with and
who you can turn to for advice when you need it. As a business owner, you know your network
is among your most important resources most valuable when you are looking for an answer.
Our Value Guarantee
lf you do not believe, at the end of the seminar series, that the value of your empowerment
exceeds the cost of the seminar, you will only be asked to pay what you think it was worth.
The Fundamentals Bear Remembering
Always Live Below Your Means
No One Cares More About You, Your Family, And Your Money Than You Do
Concentrate On Increasing Your Value As A Resource
Our Founding Team Of Presenters
Objective Independent Experienced Knowledgeable Reputable
www.iaccountant.ca
John has over 30 years experience helping Canadian business owners build successful
businesses and make sound financial decisions. In addition, John has developed a unique
perspective on business resources, is a Management By Questions champion, and he has
pioneered the use of Communities of Practice as an important tool for owner managers to
build smarter, more valuable businesses. He is the founding Chartered Memory Steward
which goes beyond numbers to purposefully organized strategic resources, memories
& questions.
Warren MacKenzie CPA,
CA, CFP, CHFS
www.optimizewealthmanagement.com
Noted author, personal financial planner
and media pundit Warren MacKenzie
has been providing investment advice to Canadian families since
1987. Warren is a passionate advocate for investor education and
complete transparency in advisor–client relationships.
He has
delivered hundreds of investment seminars to corporations and
public-sector organizations over his career, and is
often asked
by the media to comment on personal financial issues.
Canadian Entrepreneur Blog
Rick is an important Canadian small business voice as a columnist speaker, author, and consultant. Rick published and edited Profit Magazine where he interacted with and learned
from accomplished Canadian businesses and their owners. Rick taught New Venture Startup
courses at at Ryerson University and he is a regular contributor to The National Post.
www.robbinex.com
Doug is a dynamic and well-received speaker and workshop leader and one of North America's most respected business brokers. He is a widely acknowledged authority on how to create a valuable business, has consulted to the Canadian House of Commons, has appeared numerous times on CBC’s Venture, and has written many articles and two books.
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