Cherished Fortune

Overview

How new investors can start using a small-business mindset to maximize their wealth.

An early start in investing can be a huge advantage, but investors must quickly learn to make the most of opportunities. Thinking like a small-business owner can yield great benefits to investors’ portfolios. Running a small business means selling goods you know inside and out to customers you know equally well: what they like, what they buy, what they reject.

Using a similar mindset, novice investors can manage their portfolios by understanding what works, controlling risk, and building knowledge. It’s about knowing the details about what is in their portfolio and how each stock, and the company behind it, operates. Columnist Andrew Allentuck and financial planner Benoit Poliquin bring new investors a much-needed introduction to the critical skills that will maximize their investments’ values over their lifetimes.

About the Authors

Andrew Allentuck

Posted by Kendra on December 5, 2017
Andrew Allentuck photo

Andrew Allentuck

Andrew Allentuck writes the Family Finance column for the Financial Post. Co-author of a university textbook on consumer problems, he has written several other books on bonds, retirement planning, and health economics. He has taught economics at several universities, including the University of Manitoba. He lives in Winnipeg.

Benoit Poliquin

Posted by Kendra on December 5, 2017
Benoit Poliquin photo

Benoit Poliquin

Benoit Poliquin is President and Lead Portfolio Manager for Exponent Investment Management Inc. in Ottawa. A financial planner as well as a Chartered Financial Analyst, he has taught courses in international finance, derivatives, and fixed income investing at the University of Ottawa’s Telfer School of Management. He lives in Ottawa.