Portfolio Fir$t Aid: Expert Advice for Healthier Investing

“We all make investment mistakes. Portfolio First Aid is packed with advice on how to avoid them — and with profit. Eminently readable and practical, it is a prime and welcome addition to the thoughtful investor s library.”

John Crow, Former Governor, Bank of Canada

“The authors of Portfolio First Aid have taken the principles of investing, which are often presented in overly complex terms, and made them simple and actionable. Moreover, they have done so in a highly engaging and entertaining style! This book will be invaluable to investors and their portfolios, not just as first aid, but also as preventive medicine.”

David F. Denison, President and Chief Executive Officer, Canada Pension Plan Investment Board

Market fluctuations are a fact of life for all investors. The challenge is to ensure our portfolios have the physical vitality to withstand the constant strain placed upon them by ever-changing markets. Portfolio First Aid writes the prescriptions needed to heal all manner of investment injuries. Suitable for all investors from the novice to the veteran, Portfolio First Aid provides a dose of clear, easy-to-follow preventive medicine to keep portfolios healthy and vibrant.

Portfolio First Aid:

• Diagnoses the source of the most common portfolio ailments.
• Provides practical advice for any investor, whether you invest on your own or with the help of a professional.
• Covers all the steps to healthier investing: balancing your portfolio, investing for income, building wealth, working with an advisor, managing risk, minimizing your costs, benchmarking the performance of your investments, and more.
• Offers clear prescriptions for building a healthier portfolio.

Michael Graham is chairman of a Toronto-based investment counselling firm, a predecessor to which he founded in early 1998. He has held a variety of senior positions in a career of over 40 years in the Canadian investment industry. These have included Director of Research at Wood Gundy, Chairman of the Investment Strategy Committee at Dominion Securities Pitfield, Director of the Investor Support Group at Merrill Lynch Canada, and Director of Private Client Investing at Midland Walwyn. Michael is a long-standing contributing editor to The MoneyLetter and is also a columnist for Advocis ’ Forum magazine. He has made numerous radio and television appearances and is a frequent speaker to groups within the financial industry and to other organizations. Michael can be reached at mgraham@heathbridge.com.

Bryan Snelson is a Vice-President and Financial Advisor with a major North American investment firm and specializes in the needs of individual investors. Bryan has made countless presentations to groups of investors from all walks of life and is a frequent contributor to national and international newswire services. A lifelong lover of jazz music, he is the on-air financial commentator for the Toronto radio station JAZZ FM91. Bryan lives and works in Mississauga, Ontario. Bryan can be reached at Bryan@jazz.fm.