Connect with your clients with Investment Executive Magazines!
5 $9.9 t A e bu valu rs pay so advi h less muc
MoneyPlanner
INVESTMENT EXECUTIVE’S
DREAM WEAVERS: FOLLOWING YOUR BUSINESS PASSION
Protecting your assets
Strategies for Canadian families in transition
$9.95
display until december 31
• Protecting your property • Protecting yourself
page 16
page 26
Create a custom magazine cover with your own message! (Max 3 lines, 32 characters per line - including spaces & punctuation)
How to use Investment Executive Magazines:
Get closer to current clients
• Include it with your newsletter or other communication with clients • Send it to remind your clients about their annual review • Use it to point clients to issues you want to discuss at the next meeting • Reinforce issues that have already been discussed
Prospect for new clients
• Use it to handout at seminars • Organize a seminar and use it as a premium to increase attendance • Distribute to investment clubs and reading groups • Display prominently on your desk, in the lobby or reception area
For more information call Lisa Camacho at 416-227-8266 or toll free at 1-888-366-4200.
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Investment Executive’s Money Planner
Order Form
The Investment Executive Magazines are designed to be kept as a reference tool, and used by Advisors to prospect and to build long-term client relationships.
]
Your optional message as you want it to appear on Investment Executive’s Money Planner. Maximum 32 characters per line (each punctuation and space represents one character). Please print clearly. Available for a limited time only. Line 1 ______________________________________________ Line 2 ______________________________________________ Line 3 ______________________________________________
Your name and/or company can be part of the message but is not included unless you add it above.
Shipping Information: Name_______________________________________________ Company____________________________________________ Address_____________________________City_____________ Prov________________________________PC______________ Tel: (
Third Annual Issue Avaiable Sept 1, 2008 EDITORIAL FOCUS FOR 2009 “Protect your assets” is sound financial planning advice at any time but is perhaps more meaningful in today’s uncertain world. Within this context, MP will address such topics as investment and insurance planning, banking, housing, health, personal information, vacation and estate planning. Second Annual Issue now avaiable EDITORIAL FOCUS FOR 2008 in every client’s life, there are Trigger Points, events that cause — or should cause — the client to re-examine his or her financial affairs. It could be the birth of a child, starting a business, a serious illness or even a death in the family. Investment Executive’s Money Planner 2007 will review these situations and look at what clients should consider as they adjust their financial plans. Other Trigger Points include: • Retirement • Divorce • Second marriage • A parent going to a nursing home.
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Payment Method: Cheque (mail orders only) Credit Card Visa ❑ Amex ❑
MC ❑
Card number_________________________________________ Expiry_______________________________________________ Signature____________________________________________
To order copies call 1 888-366-4200 or 416-227-8266 or fax this form to (416) 218 3624 or mail; Investment Executive Attention Lisa Camacho 100-25 Sheppard Ave. West, Toronto, ON, M2N 6S7
MAGAZINE RATES
Quantity price breaks 1-24 25-100 125-250 275-500 525+ IE’s MP ‘09 pre-release rate $9.95 ea. $2.45 ea. $2.20 ea. $1.95 ea. $1.55 ea. IE’sMP ‘08 regular rate $9.95 ea. $2.95 ea. $2.65 ea. $2.35 ea. $1.85 ea. Shipping costs to one location $1.00 ea. $15.00 $25.00 $35.00 $7. /100 or part
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IE’s Money Planner 2008 IE’s Money Planner 2009
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_________ x $_________ = ($____________ + $__________) x 1.05 = $______________ _________ x $_________ = ($____________ + $__________) x 1.05 = $______________ Web 2008
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Canadian Investment Guide
Order Form
The Investment Executive Magazines are designed to be kept as a reference tool, and used by Advisors to prospect and to build long-term client relationships.
]
Your optional message as you want it to appear on Canadian Investment Guide. Maximum 32 characters per line (each punctuation and space represents one character). Please print clearly. Available for a limited time only. Line 1 ______________________________________________ Line 2 ______________________________________________ Line 3 ______________________________________________
Your name and/or company can be part of the message but is not included unless you add it above.
Shipping Information: Name_______________________________________________ Company____________________________________________ Address_____________________________City_____________ Prov________________________________PC______________ Tel: ( )______________ e-mail________________________
Payment Method: Cheque (mail orders only) Credit Card Visa ❑ Amex ❑
MC ❑
Card number_________________________________________ Expiry_______________________________________________ Signature____________________________________________
2008 issue now available 2009 issue available in December 2008 THE GUIDE FOCUSES ON: the different financial products, such as mutual funds, hedge funds, income trusts, etc., and what they bring to a portfolio and the long-term track records of top performing investments as selected by the Canadian Investment Awards™.
MAGAZINE RATES
Quantity price breaks 1-24 25-100 125-250 275-500 525+ CIG 2008 regular rate $9.95 ea. $2.95 ea. $2.65 ea. $2.35 ea. $1.85 ea. Shipping costs to one location $1.00 ea. $15.00 $25.00 $35.00 $7. /100 or part
Magazine title
Canadian Investment Guide 2008
Quantity
Unit cost
Sub-total
Shipping
GST
Total
_________ x $_________ = ($____________ + $__________) x 1.05 = $______________
To order copies call 1 888-366-4200 or 416-227-8266 or fax this form to (416) 218 3624 or mail; Investment Executive Attention Lisa Camacho 100-25 Sheppard Ave. West, Toronto, ON, M2N 6S7 Web 2008
Investment Executive’s Career Guide
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2008 & 2009 Order Form
Investment Executive’s Career Guide is designed to educate university students on career opportunities in the financial industry.
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Your optional message as you want it to appear on Career Guide Maximum 32 characters per line (each punctuation and space represents one character). Please print clearly. Available for a limited time only. Line 1 ______________________________________________ Line 2 ______________________________________________ Line 3 ______________________________________________
Your name and/or company can be part of the message but is not included unless you add it above.
Career Guide
INVESTMEN E T EXECUTIV ’S
H RISK PEOPLE DEAL WIT ISORS: HELPING INSURANCE ADV
focus on strategies for achieving your goals
Shipping Information:
career How to build your es ic in financial serv
Name_______________________________________________ Company____________________________________________ Address__________________________________PC_________ Tel: ( )______________ e-mail________________________
generation of To reach the next message here. advisors, put your Lisa Camacho To order copies, call 1-888-366-4200
agree Publications mail
ment No. 40064
924
Securities savvy Planning ahead s Corporate cop
page 16 page 42 page 78
Payment Method: Cheque (mail orders only) Credit Card Visa ❑ Amex ❑ MC ❑ Card number_________________________________________ Expiry_______________________________________________ Signature____________________________________________
To order copies call 1 888-366-4200 or 416-227-8266 or fax this form to (416) 218 3624 or mail; Investment Executive Attention Lisa Camacho 100-25 Sheppard Ave. West, Toronto, ON, M2N 6S7
$9.99
2009 issue now available The average age of the financial advisor in Canada is 46. Investment Executive is addressing this issue by educating students and recent graduates on career opportunities in the financial industry. ThE GuIdE FOcuSES ON: the financial services advice area (planners, advisors, insurance, bankers, etc), but also looks at support roles such as analysts (CFA), IT, and compliance. The Guide profiles individuals from different financial industry firms who have been in the position a few years to better understand their day-to-day activities so that students interested in pursuing a career in these fields will have a better understanding of what the job entails.
CANADA'S NEWSPAPER FOR FINANCIAL ADVISORS
MAGAZINE RATES
Price break 1-24 25-100 125-250 250+ unit cost $9.95 ea. $2.45 ea. $2.15 ea. $1.85 ea. Shipping costs to one location $1 ea. $15.00 $25.00 $7 /100 or part
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unit cost
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Investment Executive’s Career Guide _________ x $_________ = $____________ + $__________ x 1.05 =
Price list includes ink jetting your name and custom message on The Investment Executive’s Magazines.
Web 2008