Gordon Pape is a well-known Canadian author who specializes in personal finance and investing. He is a frequent guest on national television and radio phone-in shows, and is often quoted in the media.

He is Editor and Publisher of five newsletters: Mutual Funds Update, a monthly publication on mutual fund investment strategies; the Internet Wealth Builder, a weekly e-mail investment advisory; The Income Investor, a monthly report on income securities; The Canada Report, a monthly newsletter for U.S. residents who want to invest in Canada; and Investing Today, a free monthly e-mail newsletter that covers a broad range of financial topics.

Brian Bridger, CFA, FRM, is Manager of Analytics and Data Operations at Fundata Canada Inc., a leading source for investment fund information. Together with the members of his team, Brian is involved in research and development of new analytical tools. He is also responsible for managing data processes and overseeing data audit activities.

Brian earned his Bachelor of Business Administration at the University of Toronto and is a CFA Charterholder. Brian is a member of the Canadian Investment Fund Standards Committee.

Bruce Loeppky is a financial adviser based in Surrey, B.C. He began his career at Investors Group in 1996 and became an independent adviser at Cartier Partners in 2000, followed by a stint at Dundee Private Investors. Since 2006, Bruce has worked with Portfolio Strategies Corporation. He writes regularly on investments, tax strategies, and retirement and education planning for the Fund Library.

You can contact Bruce in his Surrey office:
604-507-0665 or email
sloeppky-1@shaw.ca

Doug Nelson, B.Comm. (Hons.), CFP, CLU, MFA, CIM, is a licensed financial planner and portfolio manager based in Winnipeg, Manitoba. Established in 1966 by Vernon Nelson, Nelson Financial Consultants provides independent, fee-for-service financial services to professionals, executives, and business owners. Doug joined the family business in 1992 and specializes in tax-efficient retirement income planning strategies and portfolio risk management services.

The Nelson approach begins by recognizing that there are five primary “Killers of Wealth”: taxes; inflation; fees; interest costs; and market volatility. By understanding those things that stand in the way of building sustainable wealth, all financial decisions are then focused on overcoming these obstacles. As a result, the Nelson approach is designed to help you Pay Less Tax, Take Less Risk, and Reduce Investment Fees, so that you Receive More Income (to make the most of each and every day) while allocating financial resources efficiently so as to Build More Wealth (for tomorrow).

Dave Paterson, CFA, is the Director of Research, Investment Funds for D.A. Paterson & Associates Inc. Paterson & Associates is an independent consulting firm specializing in providing research and due diligence on a number of different investment products, including mutual funds, hedge funds, and other exempt market products. In addition Paterson & Associates offers fully customized portfolio optimization solutions to independent financial planners.

Dave has worked in the mutual fund industry since 1994. Prior to starting his own firm in 2002, he worked for a variety of respected mutual fund companies and money managers, including the Mackenzie Financial, Guardian Group of Funds, the Bank of Montreal, and Jones Heward. In these roles, Dave has had the opportunity to work with some of the most respected money managers in the country.

Robyn K. Thompson is a seasoned wealth management advisory professional and founder of Castlemark Wealth Management Inc. In addition to establishing her own wealth management business, Robyn holds the post of Vice President and Investment Strategist at R.N. Croft Financial Group Inc., one of Canada’s leading and most innovative boutique portfolio management and investment consulting firms. Since 2005, Robyn has headed up the Personal Financial, Investment, Tax, and Retirement Planning division at Croft Financial.

With broad experience in pension and retirement planning, she has helped small business owners and incorporated professionals take advantage of the same retirement benefits previously available only to big businesses and their employees.

As a professional financial speaker, best-selling author, syndicated columnist, and fee-only financial expert, Jim Yih is passionate about financial education and helping people make better decisions with money. Jim’s 20 years of experience in the financial industry helps people demystify investing, retirement, and personal finance. His passion is seen in his relentless development of financial education tools, resources, and products, including audio CDs and software programs.

Jim is a widely published writer, with over 1,000 articles over the past 10 years. He has contributed to numerous publications in print and online, and appears frequently on TV and radio. Credits include The Globe and Mail, National Post, Edmonton Journal, Edmonton Examiner, Vancouver Sun, Victoria Times, Calgary Herald, Ottawa Citizen, Montreal Gazette, CHQT Radio, COOL 880 Radio, CTV News, Global TV, Help TV, Yahoo.ca, The Canadian Investment Journal, Canadian Business Online, Fundlibrary.com, the Canadian Money Saver magazine, Investopedia.com, and many more. For all of Jim’s articles, visit www.WealthWebGurus.com.