Is the financial industry stripping away 30-50% of your investment returns? Every investor has a T-REX Score™. What’s yours?
Determine your T-Rex Score
The T-REX Calculator allows you to determine T-REX Scores for an endless range of scenarios. So start with any scenario you wish. Make adjustments. See how your T-REX Score changes. You may be very surprised!
Print Your T-Rex Score
Your T-REX Score represents the percentage of your Total Gain you actually get to keep
Total Gain: the total gain produced by your underlying investments before fees (based on continuous reinvestment of annual gains throughout).
Lost in Fees: total amount lost in fees (fees paid plus the “drag” arising from the reduced rate of return).
Gain You Keep: portion of total gain you actually keep.
Total Value: your original investment plus the gain you keep.
“The Misguided Beliefs of Financial Advisors”, a recently released study of two “anonymous” Canadian mutual fund dealers (over 4000 advisors, half a million clients) finds Canadian advisors recommend investments that underperform the market by 3% annually. No news here. The shocking revelation (to me at least) is that advisors personally invest the same way and […]
It is easy to see why Canadians are increasingly investing through Exchange Traded Funds (“ETFs”). In fact, Canadian ETF sales were up over 50% in 2017 bringing total outstandings to almost $150 billion. But why do millions of Canadian investors continue to stick with expensive mutual funds? Because they rely on advisors who are paid […]
You can buy mutual funds through your local bank branch, broker, insurance agent, advisor, etc. Exchange Traded Funds (ETFs) are easily accessible through online discount brokers. Both mutual funds and ETFs hold stocks or bonds on behalf of investors, but ETFs usually cost a lot less and can leave much more money in your pocket. […]
Seeking financial freedom? Make your savings grow. It’s easy when you know how.
This is The Wealth Game™
Without realizing it, millions of Canadians are badly losing The Wealth Game, largely because they have no understanding of the rules or how to keep score.
The Wealth Game translates the complex and baffling world of investing into a unique, simple approach which Canadians can both understand and easily employ to earn the investment returns they deserve.
You just need to understand the basics to win!
The Wealth Equation
Understand the six simple factors which will determine your Wealth Game success or failure – three Wealth Builders and three Wealth Killers – and the “powerful force” that supercharges them. Learn how to harness this force to win the game.
Bay Street Secrets
Reveals how the financial industry convinces Canadians to give up a huge portion of their lifetime savings! Learn how to turn the tables.
Choose Your Weapons
What are the right combinations of investments – your home, your mortgage, stocks and bonds – to build your wealth?
Your Wealth Game Plan
How much do you need to live well in retirement? How much do you need to save today? The Wealth Game Planner provides the answers.
Play the Wealth Game
Simple steps to confidently execute Your Wealth Game Plan in no more than a few hours annually.