This is an unabashed recommendation to buy and read this book. Not only
does it cover the areas that every investor must know, it is understandable.
Most important, it mirrors the beliefs and opinions of one of Canada's
premier investment advisors, Larry Short, who recently received from the
Investment Dealer's Association, their Atlantic Canada Distinction Award.
There are many ways of measuring success. In Larry's case his achievements
reflect the success his clients have had meeting their objectives.
I've been with Larry at a number of seminars and client meetings over the
past several years. Larry's advantage is that he listens to people and only
when he has a complete grasp of what they are trying to accomplish will he
make a comment or recommendation. That makes all the difference and can
be seen in his writing style. He also has the patience that is a basic part of a
successful relationship between a client and an investment adviser.
A quick glance at the table of contents will demonstrate the range of Larry's
knowwledge and how this book will take clients step-by~step from picking the
right adviser to choosing the right investment mix."
Stephen G. Kelman, CFA, MBA
Ephen G. Kelman is an investment counselor and one of Canada's foremost
experts on RRSPs and mutual flinds. He is a consultant in the mutual fund industry
and an advisor to individuals. He is president of Steven G. Kelman & Associates
Limited. Kelman has an MBA ftom York University and is a chartered financial
analyst. He is a former investment editor of the Financial Times of Canada.
ABOUT THE AUTHOR
Larry Short was born and raised in Carbonear, Newfoundland, one of eight
children of a fishherman turned labourer. Coming from one of the poorest
families in the town, he financed his way into university through loans and
scholarships. He graduated from Memorial University of Newfoundland in
1981 with a Bachelor of Commerce degree and then went on to receive his
Certified General Accountant's designation in 1988.
Since entering the investment industry he has developed a full service
approach, earning his Certified Investment Manager's designation, being
accepted as a Fellow of the Canadian Securities Institute and as well, he is a
fully licensed life insurance agent.
In April of 1997, Larry was awarded the prestigious Investment Dealer's
Association of Canada Award of Distinction for Atlantic Canada. It recognizes
outstanding advisors for the highest degree of service to their clients and for
continually raising the standard for industry excellence by placing
the best interests of their clients and communities first.
resides in St. John's and provides financial planning, tax, estate
LSurance and independent investment advice to individuals,
charities and corporations.