Amazon.ca:Customer reviews: Beat the Bank: The Canadian Guide to Simply Successful Investing

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Nathalie

Total eye opener - wish I had read the book earlier

Reviewed in Canada 🇨🇦 on March 18, 2023

Highly recommend this book. I wish I had read the book earlier it would have save me lots of investment hidden fee.

One person found this helpful

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Clock

Nothing new - easy read

Reviewed in Canada 🇨🇦 on December 25, 2022

Just another book about buying ETF’s instead of mutual funds. Easy and quick read but nothing that you cannot learn with a couple google searches for free.

3 people found this helpful

538 total ratings, 171 with reviews

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From Canada

Nathalie

Total eye opener - wish I had read the book earlier

Reviewed in Canada 🇨🇦 on March 18, 2023

Verified Purchase

Highly recommend this book. I wish I had read the book earlier it would have save me lots of investment hidden fee.

One person found this helpful

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Bill & Lisa

good book

Reviewed in Canada 🇨🇦 on March 24, 2023

informative

Reviewed in Canada 🇨🇦 on February 12, 2023

Verified Purchase

I did not think I was paying these high fees for my investments. Turns out i was paying many fees I didn’t know about. This book has inspired me and gave me the knowledge to switch from high fee mutual funds to AIY investing. Now I can’t stop learning about it all.

One person found this helpful

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Vince

A MUST READ for all Canadians!!

Reviewed in Canada 🇨🇦 on December 23, 2022

Verified Purchase

By far a MUST READ for all Canadians. Once I started it I could not put it down and refused to watch any TV or social media ect. The author was very knowledgable and honest in everything most of us Canadians have no clue in nor will they teach us this in schools. I called out a lot of banking people I personally know and gave them a peace of my mind and left them dumb founded on how I found out what they’ve been doing to Canadians for years. READ THE BOOK.

2 people found this helpful

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Tony CI

Good book, a bit repetitive though

Reviewed in Canada 🇨🇦 on January 17, 2023

Verified Purchase

Very good information. The book could have been condensed a bit perhaps.
Some solid points specific to the Canadian industry which is something I was looking for.

One person found this helpful

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Alan

Things I wish I knew

Reviewed in Canada 🇨🇦 on December 22, 2022

Verified Purchase

Had two people help me with my finances. One suggested I understand more about the banks and fees. The other advised me to find evaluate the services I was receiving. Both have impeccable carriers in finance. Book was a good education. Wish I had read it 30 years earlier. Helps to understand what no one is telling you and plan accordingly.

One person found this helpful

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Su Mu

Clearly written and easy to understand

Reviewed in Canada 🇨🇦 on January 11, 2023

Verified Purchase

This book is a MUST read for anybody. I wish I would have read it sooner in life.

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Yujing Chen

One cannot escape inflation but can minimize fees and taxes

Reviewed in Canada 🇨🇦 on November 7, 2022

Verified Purchase

I sailed through the book in a couple of hours. This is a very easy read and a solid confirmation of what I came to realize some years ago. It is a good reminder that one should avoid paying fees (such as what mutual fund charges) and construct the portfolio in a way to minimize tax (which is not all that hard, interest, dividend and capital gain are taxed differently).

3 people found this helpful

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Karan Sharma

T-REX scores!

Reviewed in Canada 🇨🇦 on June 7, 2022

Verified Purchase

The author covers the basics well and introduces us to his T-REX calculator which is a good tool to judge the portfolio we'd like to invest in. The flow of the book - the quotations and examples are lucid and get straight to the point. Simply successful investing does not have to be complicated, and the author gives us examples of sample portfolios depending on the individual's risk tolerance.

One person found this helpful

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Mark Brown

This book is a game changer!

Reviewed in Canada 🇨🇦 on November 21, 2021

Verified Purchase

Beat the Bank is hands down the best information I have read on investing for retirement. The clearly presented, detailed information opened my eyes to the impact of high cost mutual funds on my saving success, and to the benefit of switching to lower cost ETFs. Through it, I gained the understanding and confidence to pull my investments from a mutual funds ‘expert’, open my own trading account (Questrade) and create a portfolio (ETFs and some individual stocks) that is outperforming my previous provider. I have recommended this book to a number of friends and will be giving a copy to each of my kids this Christmas. I’d also encourage anyone to make this (very small) investment in learning the rules of simply successful investing; I’m confident it will pay back in spades!

One person found this helpful

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5 star		78%
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Beat the Bank: The Canadian Guide to Simply Successful Investing

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Beat the Bank: The Canadian Guide to Simply Successful Investing

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