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Acknowledgments

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I would like to thank my business partner and good friend Kyle Richie. Since working together in 2004, we have shared a vision for improving wealth management, and have implemented many of those ideas mentioned in this book. Kyle was ranked #1 by Wealth Professional in 2018 and has been a keynote speaker at investment conferences globally. As a top ranked advisor in Canada, he has successfully mentored many young financial advisors. We are both fortunate to work with each another and I look forward to many more years together.

Thank you to all the clients we have worked with over the years for their support and validation; Alexandra Macqueen for her help with streamlining the writing and asking “Why don't you write another book?”; Paul Matthews and Alexander Herman for their help with this book's title; Volt Chan, James King, Frank Santelli, Dan Collison, Sue Neal, and Ermos Erotocritou for their leadership; Serena Dang and Harpreet Wadehra for their sound accounting advice; Martin Houser, Mark Fox and Alison Minard for their legal advice which always challenges; Ty Wehrenberg and Glen McCrum for all their opinions; Jeremy Enwright, Ryan Shoemaker, Rachelle Allen, Tara McCue, Rob Gray, Erin Blair, and Edwin Pavey for making work fun; Alex Loh, Lisa Johnson, Yola Guo, Jennifer Olvet, Dylan Biggs, Coby Tiffin, and all our administrative team—thank you for putting up with us; Jack Courtney, Blair Evans, and Christine Van Cauwenberghe for their always diligent insights; the welcoming teams at Richardson GMP, especially Craig Bassinger and his team; the Horwood sisters and Bakish brothers; and the supportive team at Wiley for their input and revisions. Lastly, thank you to my family and friends, especially James Obaji for his perspective on these financial issues and our late best friend Joe Magnotta, who always wanted people around him to succeed. It was Joe's idea to hold our first financial planning seminar titled “Wealth and Wine” at his parents' winery—the first step in our journey.

100% of the proceeds of this book will be donated to charity.

Kickstart Your Corporation

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