Choose from the MegaDox.com library of information, articles and guidelines to help you invest your money wisely and safely, including tips on how and when to invest, what factors affect your ROI (return on investment), how to choose an investment professional, protecting yourself against investment fraud.
Angel Investors: Structuring Deals That Work (Canada)
Learn more about "angel investors" with this insightful article by a Canadian business lawyer entitled "Angel Investors: Structuring Deals That Work". "Angel investors" are independent investors who may demand a level of participation and control in return for their investment. The article discus...
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Brett's Money Primer - Money Basics for the Young Adult
How much do your teenagers know about financial matters? "Brett's Money Primer - Money Basics for the Young Adult" will teach them everything they need to know. This comprehensive and entertaining guide offers over 150 pages of hot money tips for young adults. It defines all of the common financi...
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Business Succession Planning (Canada)
Canadian small business owners, plan for the future of your business - learn what you need to know about Business Succession Planning in this 8-page article. The article describes the different types of business structures under Canadian laws, the pros and cons of each type of corporate entity. I...
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Choosing Your Financial Advisors (Canada)
Choosing financial advisors is an important first step towards successful investment planning, and you should choose them as carefully as you choose your doctor or lawyer. This free brochure entitled "Choosing Your Financial Advisors" offers information on the various types of advisers in Canada,...
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Choosing a Financial Advisor Fact Sheet & Quick Reference
Download this free checklist of questions to ask a financial advisor before making the decision to let him or her handle your money. Source: The Alberta Securities Commission. In Adobe PDF format for easy downloading and printing....
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Do Your Homework Before You Buy (British Columbia)
Use these guidelines to help you define your goals and objectives when purchasing recreational property in the Province of British Columbia, Canada, written by a lawyer whose practice involves resort, recreational and residential property transactions. This is a Canadian real estate document in A...
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Financial Designations and Courses (Alberta)
Download this free quick reference guide to the different designations of financial advisers (chartered accountant, certified financial planner, etc) in the Province of Alberta, and courses offered through organizations such as the Investment Funds Institute of Canada and the Canadian Securities Ins...
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Five Costly Mistakes to Avoid When Buying Recreational Property (British Columbia)
Download this free guide to avoiding costly mistakes when purchasing recreational property in the Province of British Columbia, Canada, written by a lawyer whose practice involves resort, recreational and residential property transactions. In Adobe PDF format for easy downloading and printing....
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How Do We Build Your Portfolio? Your Key to Investment Success (Canada)
Want to build a solid investment portfolio? If you are a Canadian resident, learn how to make the most of your investment funds with this seminar entitled "How Do We Build Your Portfolio? Your Key to Investment Success". This 19-page seminar prepared by McClure Financial Services Ltd. covers a nu...
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How to Acquire Property Without Risk
Download this free checklist of information to keep in mind when buying investment property, whether for recreational or revenue purposes. Learn how to set your price, sell at a profit, keep tabs on the market, locate foreclosure properties and other valuable tips. In Adobe PDF format for easy do...
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How to Avoid Investment Frauds and Scams (Alberta)
Protecting Your Finances - How to Avoid Investment Frauds and Scams is an 8-page guide to help you avoid investment fraud. The brochure outlines a number of common types of frauds and scams, with special information for seniors in Alberta. Learn how to recognize viatical settlements, affinity fra...
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How to Buy a Ski Condo in the Canadian Rockies (Canada)
Thinking of buying a ski condo in the Canadian Rockies? Download this free guide for recreational and investment condo properties. The guide was written by a lawyer whose practice involves resort, recreational and residential property transactions. "How to Buy a Ski Condo in the Canadian Rocki...
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Investing & the Internet - Be Alert to Signs of Fraud
Protect yourself against online investment fraud with this free brochure. "Investing & the Internet - Be Alert to Signs of Fraud" is a publication of The Alberta Securities Commission. It discusses the benefits and the risks of investing over the Internet, the most common types of fraud you might...
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Investing Basics Fact Sheet (Canada)
Learn some basic investment information with this free Investing Basics Fact Sheet for Canadian Investors. This is a quick reference fact sheet with some basic investing information, such as the types of available securities, risk and return, fees, and taxes. Published by The Alberta Securities C...
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Investment Basics: Building a Foundation of Knowledge (Canada)
Learn the ins and outs of investing with Investment Basics: Building a Foundation of Knowledge. This 19-page seminar provided by McClure Financial Services Ltd. is designed to give Canadian investors a basic understanding of: investment terminology, how simple and compound interest rates work o...
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Investment Fraud Fact Sheet & Checklist
Download this free brochure listing the warning signs of investment fraud, and a checklist of things you can do to protect your money. Source: The Alberta Securities Commission. In Adobe PDF format for easy downloading and printing....
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Investment Products as Part of a Complete Retirement Plan (Canada)
Need help with your retirement planning? Buy and download Investment Products as Part of a Complete Retirement Plan, a 31-page guide written by McClure Financial Services Ltd. to help Canadians assess the investment options as part of an overall retirement income plan. Topics include bonds, cash ...
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Investment Products to Increase Net Worth (Canada)
There is more to investing than mutual funds and GICs. "Investment Products to Increase Net Worth" gives you the low-down on investment options available to Canadian investors. This 9-page information package created by McClure Financial Services Ltd. gives Canadian investors an overview of some ...
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Investment Risk: Your Key to Understanding Investment (Canada)
How well do you understand investing? If you are a Canadian resident interested in getting into the markets, you need to learn more before risking your hard-earned money. This seminar entitled "Investment Risk: Your Key to Understanding Investment", prepared by McClure Financial Services Ltd. wi...
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Investment Strategies: Achieving Your Investment Goals (Canada)
Canadian investors, do you want to learn how to achieve higher level of success with your investments? "Investment Strategies: Achieving Your Investment Goals" can teach you how to do it. This 17-page seminar provided by McClure Financial Services Ltd. is designed to help Canadian investors avoi...
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Investor Charter of Rights (Alberta)
Alberta investors, do you know what your legal rights are? Learn more with this free guide entitled "Investor Charter of Rights", published by The Alberta Securities Commission. Your rights as an investor include the right to obtain complete information about any investment your financial adviser...
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Managed Capital: The Key to Understanding Managed Money (Canada)
"Managed Capital: The Key to Understanding Managed Money" is a 20-page seminar developed by McClure Financial Services Ltd. to give Canadian investors an understanding of professional money management and managed funds. Topics include mutual funds, asset allocation, wrap accounts, segregated fund...
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Mutual Funds - What You Need to Know (Canada)
How much do you know about mutual funds? "Mutual Funds - What You Need to Know" is a free brochure that outlines what every Canadian investor needs to know about mutual funds. It discusses the various types of funds available, advantages and disadvantages, how to decide which mutual funds are bes...
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15 pages of information to help you choose an investment professional, protect your investments, guard against investment fraud. Includes a household budget form, financial planning information form, and a table of compounded rates of return to help you determine the growth rate of your investments....
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Recreational Property Buyers Legal Guide (British Columbia)
Use this buyer's guide to help you maneuver through the legal requirements, transaction structure and time lines for the purchase of a recreational property in the Province of British Columbia, Canada. This guide was written by a lawyer whose practice involves resort, recreational and residential pr...
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Recreational Property: New Products for Our Changing Times (British Columbia)
Download this free overview of various types of recreational property available for purchase in the Province of British Columbia, Canada, written by a lawyer whose practice involves resort, recreational and residential property transactions. This is a Canadian real estate document in Adobe PDF fo...
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Resort Law and The Ins & Outs of Land Development (British Columbia)
Download this information text of a speech delivered to The Urban Development Institute, Calgary chapter, by Randall Walford, a lawyer whose practice involves resort, recreational and residential property transactions in the Province of British Columbia, Canada. In this address, he describes the pro...
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Retirement Lifestyle Issues & Non-Resident Retirement (Canada)
Like most of us, you no doubt want to find both happiness and financial security after retirement. "Retirement Lifestyle Issues & Non-Resident Retirement" can tell you how. This is an 8-page information package was developed by McClure Financial Services Ltd. Topics contained in this package incl...
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Retiring at the Age You Want and the Income You Want (Canada)
Want to retire early? Learn how to plan for an early and financially secure retirement with Retirement Planning in Canada: Retiring at the Age You Want and the Income You Want, a 17-page seminar provided by McClure Financial Services Ltd. Topics include income sources, inflation indexing, pensio...
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Seven Important Steps in Buying Recreational Real Estate (British Columbia)
Use these guidelines to help you determine when, where and whether to purchase recreational property in the Province of British Columbia, Canada, written by a lawyer whose practice involves resort, recreational and residential property transactions. This is a Canadian real estate document in Adob...
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The Basics of Investing (Canada)
Learn how to start an investment program that will meet your financial goals. "The Basics of Investing" is a free 6-page brochure to help Canadians learn how to establish their investment objectives, determine risk tolerance, and diversify their investment portfolios. Published by The Alberta Sec...
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The Prospectus - Being Informed is Being Protected (Canada)
Learn what you need to know as an investor in Canada with this free brochure entitled "The Prospectus - Being Informed is Being Protected". This brochure discusses the importance of the prospectus as a source of information and disclosure for Canadian investors. It explains what a prospectus is, ...
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Top Ten Investing Mistakes Fact Sheet
Do you know the top 10 mistakes investors make? Learn what NOT to do with this free Top Ten Investing Mistakes Fact Sheet, published by The Alberta Securities Commission. The most common mistakes investors make include not investigating the opportunity prior to investing, over-diversification or ...
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Trusts and Tax Planning (Canada)
Download this information package on trusts and tax planning in Canada, provided by McClure Financial Services Ltd. to help you understand the difference between various trust structures and their tax benefits to the individual or business. The document contains information on: family trusts (be...
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Ultimate Tax Shelter: How to Buy Term, Invest & Avoid Taxes (Canada)
Learn how to turn your life insurance premiums into an investment windfall in this 60-page book entitled The Ultimate Tax Shelter: How to Buy Term, Invest & Avoid Taxes, by Lyle Manery, BA, CLU, CHFC. The Ultimate Tax Shelter is full of valuable information for smart Canadian investors of all age...
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