Private Counsel Portfolio ManagementSimple + Modern

YOUR PORTFOLIO IS BROKEN:

Who's to Blame and
How to Fix It

This is intended to help frustrated investors identify problems with traditional approaches to investing and to offer a modern, simpler solution.

Reviews

"I found your book to be a refreshing look at active management and conflicted advice in the Canadian investment industry."

Ken Kivenko, President and CEO of Kenmar,
a company that acts as an investor advocate
assisting investors who have been wronged.

"Bottom line. This book is well worth reading by both financial industry insiders and potential clients since Chris Turnbull, a portfolio manager at TheIndexHouse uses the principles and approaches described in the book, showing a practical way to deliver the high value components of what clients need. The intersection of these best-practices with a low-cost passive index fund implementation and fiduciary level of care can revolutionize the Canadian financial industry."

Peter Benedek, RetirementAction.com

 

"A good concise manifesto for Canadian investors to cut the cord with mutual fund companies!"

M. McCullough,
Managing Editor,
Canadian Business - Rogers Publishing

 

"Is there difference between a diversified portfolio and a collection of investments? That’s an insightful question Chris Turnbull asks in his new book Your Portfolio is Broken: Who’s to Blame and How to Fix It."

D. Bortolotti,
The Canadian Couch Potato,
Your Complete Guide to Index Investing
Read it on canadiancouchpotato.com

 

"My interest in investing began in 1973 and I have taken a few courses related to Economics/Finance/Investing over the years, as well, I have read many books on the above subjects and I must say with no hesitation, that this book is the shortest distance to the TRUTH on investing. Congratulations to Chris for cutting out the clutter and the BS!"

H. Koumarelas - Retired.


Mentions

Canadian Business

How The Index House focuses on meeting, not beating, the market...

Read full article here.
Download the PDF here.

CFA Institute

Read the CFA Book Review here.

The Globe and Mail

Three good investment books you’ve probably never heard of...

Download the PDF here.

The Globe and Mail

Indexing: A cure for investor self-sabotage

Download the PDF here.

The Globe and Mail

Can your adviser answer these four questions?

Read full article here.
Download the PDF here.

The Globe and Mail

New disclosure rules will be a boon to bond investors.

Read full article here.

The Globe and Mail

Who will manage your family’s portfolio after you’re gone?

Read full article here.
Download the PDF here.

The Globe and Mail

Richard, Wendy should make the most of their retirement plan. After leading separate financial lives, this working couple needs to craft a co-ordinated after-65 approach.

Watch the video here.
View the PDF here.

Sherwood Park News

Frustrated investors may find solace in a new book aimed at quelling their irritations through understanding and simple solutions. Your Portfolio Is Broken: Who’s to Blame and How to Fix It is based on a simple idea, said Sherwood Park product and author Chris Turnbull.
Read full article here.
Download the PDF here.

Money Sense Magazine

It’s a lot easier to admit you’re a Couch Potato these days. Index investing was a fringe idea not so long ago, but today more and more individual investors and their advisers are using passive strategies. But even if index investing has entered the mainstream, hardly
Read full article here.

St. Albert Gazette

If you're a frustrated investor whose portfolio needs a bit of gluing back together then you might be interested in stopping by one local bookstore this weekend.

Chris Turnbull is a financial analyst and certified financial planner. He’s also been managing portfolios for more than two decades, and as such, knows a thing or two about how to make the most out of your money.
Read full article here.

Global TV Interview

Tue, Sep 24 – When it comes to investing your money there is a lot of information out there. A lot of it can be confusing. Portfolio Manager, Chris Turnbull, is offering a modern, simpler solution to investing through his new book.

 


Edmonton Commerce News

Read about the book here.

RetirementAction.com

Read Peters review here.

Reading Recommendations

Read the review here.


Events

Past Book Signings:

Aug. 24, 2013 - Chapters/Indigo South Common 1837 99 Street
Aug. 31, 2013 - Chapters/Indigo 9952 170 Street
Sept. 21, 2013 - Chapters - 10504 82 Ave
Sept. 22, 2013 - Chapters - 3227 Calgary Trail
Oct. 5, 2013 - Chapters - 9450 137 Ave, North Town Mall
Oct. 19, 2013 - Chapters - 445 St. Albert Trail, St. Albert
Nov. 16, 2013 - Chapters - 2020 Sherwood Drive, Sherwood Park
Nov. 30, 2013 - Chapters - 9952 170 Street, Edmonton

Interviews/Presentations :

Interview: ETF Strategist, Bryan Borzykowski, CNBC
Presenter: Your Portfolio is Broken - CPA Calgary CE - February 18, 2016
Presenter: Your Portfolio is Broken - CPA Edmonton CE - February 4, 2016
Presenter: Your Portfolio is Broken - Institute of Chartered Accountants CE - February 24, 2015
Presenter: Your Portfolio is Broken - Institute of Chartered Accountants CE - February 20, 2015
Interview: CTV - November 1, 2013
Interview: Global TV - September 24th, 2013 8:40 am
Interview: Canadian Couch Potato - Dan Bortolotti, September 6, 2013
Presenter: Your Portfolio is Broken; Who's to Blame and How to Fix It! - CGA, March 14, 2013
Presenter: The Prudent Investor Rule - Institute of Corporate Directors, November 2011
Presenter: The Prudent Investor Rule - Certified General Accountants (CGA), October 2011
Presenter: The Prudent Investor Rule - Canadian Bar, Wills & Estates Section, May 2011
Presenter: The Prudent Investor Rule - Edmonton Estate Planning Council, March 2011
Presenter: The Prudent Investor Rule - Society for Trust and Estate Practitioners, Jan. 2011
Presenter: The Prudent Investor Rule - Miller Thomson Law Firm, November 2010

PURCHASE

YOUR PORTFOLIO IS BROKEN:
Who’s to Blame and How to Fix It

By: Chris Turnbull

Category: Business, Investing
Paperback: $15.00
Size: 8 ¾” x 5 ¾”
Pages: 90
ISBN: 978-0-9919881-0-5



Your portfolio is broken is also available at the following Bookstores: 

Audreys
10702 Jasper Ave NW
Edmonton, Alberta
780-423-3487

At select Chapters/Indigo bookstores
Check online for store locations with inventory.


Contact us for a complimentary review of your portfolio. Talking to an educated and experienced advisor is critical when your money is at stake.

Call 780-665-4921
or us to
set up an appointment.