Kickstart Your Corporation. Andrew Feindel

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Kickstart Your Corporation - Andrew Feindel


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       The Incorporated Professional’s Financial Planning Coach

       Andrew Feindel

      Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

      Published simultaneously in Canada.

      No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600, or on the Web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at www.wiley.com/go/permissions.

      Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

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      Library of Congress Cataloging-in-Publication Data

      Names: Feindel, Andrew, 1981- author.

      Title: Kickstart your corporation : the incorporated professional's financial planning coach / Andrew Feindel.

      Description: First Edition. | Hoboken : Wiley, 2020. | Includes index.

      Identifiers: LCCN 2020028485 (print) | LCCN 2020028486 (ebook) | ISBN 9781119709138 (hardback) | ISBN 9781119709145 (adobe pdf) | ISBN 9781119709121 (epub)

      Subjects: LCSH: Corporations—Canada—Finance. | Corporations—Canada—Taxation. | Incorporation—Canada.

      Classification: LCC HG4090 .F45 2020 (print) | LCC HG4090 (ebook) | DDC 658.150971—dc23

      LC record available at https://lccn.loc.gov/2020028485

      LC ebook record available at https://lccn.loc.gov/2020028486

      Cover image: © Sahara Prince/Shutterstock

      Cover design: Wiley

      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.

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

      Andrew Feindel CFA, CFP, CLU, CSWP, CIM, FMA, CSA, FCSI, HBA (Ivey) Senior Vice President, Investment Advisor [email protected]

      Andrew Feindel is a Senior Vice President and Investment Advisor at Richardson GMP.

      Andrew is a co-author of Kickstart: How Successful Canadians Got Started (published 2008, Dundurn) where he interviewed 70 prominent Canadians including former prime ministers (Brian Mulroney), Native leaders (Matthew Coon Come), physicians (Dr. James Orbinski), business owners (Jim Pattison), cartoonists (Lynn Johnston), astronauts (Dr. Roberta Bondar), and ballet dancers (Karen Kain).

      He built his career around understanding both the nuances of wealth and, perhaps more importantly in his chosen profession, the nuances of people when it comes to wealth.

      Andrew has regularly appeared in the media, including the Financial Post, Globe and Mail, Reader's Digest, and CBC. He was also recognized by Wealth Professional


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