Investor Beware!

Please click on book cover to view PDF version of Robert's bestselling book Investor Beware! – Protect Your Investments From Broker Misconduct - Second Edition - please note that this is a large file and may take some time - depending on your internet connection.

Investor Beware! First edition published 2000. National Best Seller. The book that revolutionized the securities industry, because it laid down, for the first time, the reasons why investor’s brokers and not themselves, may have been responsible for their investment losses.

Second Edition --- Fully revised and up-dated with three new chapters one of which is: – The Boulevard of Investors Broken Dreams: Canada’s first comprehensive listing of over 750 things ( covering 165 categories) financial advisors failed to do that resulted in investment losses ( this chapter runs to over 220 “book size “ pages) and also including:

How to safely create a fiduciary relationship with your broker, where none exists
Your broker may not even owe you a duty of care in certain circumstances

Investor beware! is given away FREE on-line, with NO conditions attached.

Total length of the updated version runs to over 500 “book-sized “ pages. ( A printed version of this book would sell for $45 plus)

FREE up-date service, of the latest news and developments which affects investors rights and issues ------------- made possible because the book is published only on-line, and can be quickly up-dated, with the latest developments and news as it affects investors rights and issues.

Investor Beware’s main purpose is to educate investors to make them smarter, well informed consumers of financial products and advice – so that they never have to lose their money again!

It provides investors with a checklist and working model to help them ensure that their investments are properly handled and that they do not again lose their money.

Written by Robert Goldin, Canada’s foremost authority on investors issues and rights, with over 40 years in the financial services industry.

Future proposed free chapters: The dangers of on-line investing – Insuring your investments against losses.

Essential reading for investors, brokers , lawyers and accountants

Investors

Investor Beware! is for ALL investors who need to:

Be taught to be less trusting and more inquisitive about financial products and services;
Be able to determine at any given time whether their investment portfolio is being properly managed – before they lose it all (again?);
Understand the duties and obligations their broker and brokerage house owes them;
Understand what their broker is talking about when recommending investments, so that they can make informed investment decisions.
At an early time, to identify “red-flags” and warning signals that there may be problems with their investment portfolio, enabling them to take the necessary steps to prevent investment catastrophes, before things spiral out of control;
Take immediate steps to recover their investment losses, quickly and cheaply.
Investors can if they wish register their e-mail address to automatically receive notification of all new developments in the financial services sector as and when they happen;
This book is set to follow the first edition, continuing to be the definitive book on investors rights in Canada;

Brokers

This book is essential reading for all brokers because:

It is a refresher course for brokers, reminding them of their duties and obligations, to their clients, and which, if followed, will pre-empt them from being sued by their disgruntled clients.
This book will “Keep them on their toes” and make them better brokers, with fewer or no complaints filed against them.
It sets out how they can avoid the dangers and pitfalls of their profession.
Investor Beware! raises two important legal defenses for brokers hitherto not yet pleaded in investment loss recovery legal actions ( as far as I am aware) which could save them hundreds of thousands of dollars in fines and damages awards --- and possibly their careers and livelihoods.

Lawyers

This book is essential reading for all lawyers because:

There are only a few dozen (if that) experienced securities lawyers in Canada, who have full knowledge and experience with securities issues as they affect private investors. This book would appeal to the other tens of thousands of lawyers, who although proficient in their particular areas of expertise, know little or nothing about investor’s issues. The book will help them identify if some of their clients are suitable candidates for an investment loss recovery action.
Not previously (as far as I am aware) pleaded claims and defenses in investment loss recovery legal actions flow from this book, and which could result in victory for their clients.
Investor Beware! Will keep lawyers up to date with all new developments in the securities industry, which may not be timeously and readily available from other sources.

Accountants

Knowledge of the book’s contents is important for accountants because:

They may have clients who have lost money in their investment portfolios, and who are writing them off, simply because they don’t know whether their clients or their client’s brokers were responsible for such losses.
Accountants will be able to determine responsibility for these losses, and then direct their clients to investment professionals to recover their losses.

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