You've tuned into his insightful market reports on countless radio broadcasts. You've seen him share his unique perspectives on CITY-TV.
With 27 years of hands-on experience in the banking, trust, insurance and securities business, David C. Jones has studied markets around the world. Today, he is respected as one of the most acute financial strategists in the country.
But when he's asked to discuss his investment philosophy, the CEO of Wealthstreet Inc. likes to make his point via a sporting metaphor.
"Managing money is like hockey," Jones begins. "There's a time to go to the net, when you've got to try to score.
"There's a time to fight it out on the wings and a time to lay back on defence, which is right now if you're discussing equities markets," he continues.
"And there's a time when you're pushed back to your own goal line. That's when you've got to freeze the puck."
Listeners, viewers and clients alike learn a great deal whenever they turn their attention to Jones's sharply drawn insights.
Clearly, David C. Jones is no ordinary financial advisor. And Wealthstreet Inc. is no ordinary financial services company. Just ask the bank managers, the bank VPs, the insurance office managers and the analysts who routinely come to Wealthstreet for advice with their personal investments.
A boutique investment firm with an impressive performance record, Wealthstreet offers a broad range of quality investment products designed to help you draw the most for your investment dollar. These include equities, limited partnerships, syndications, private investment pools and a variety of alternative investment programs.
"I wouldn't recommend a product that I wouldn't use myself. We will not take a client's money and place it in an investment that hasn't been granted my personal seal of approval," says Jones.
But the best way to acquaint yourself with the David C. Jones investment style is to attend one of the Wealthstreet seminars scheduled for the coming year. More specifically, make plans to meet David on Saturday, Feb. 2, in the Archie Boyce Theatre on the grounds of the Calgary Exhibition & Stampede. This is Wealthstreet's annual RSP Smart Money SuperSeminar, to begin at 10 a.m. sharp. Jones advises you to act quickly because only 500 tickets are available. It's one of the best bargains in town at only $25 each.
When you attend this informative seminar, you'll gain a useful introduction to the Wealthstreet system.
In fact, the only way to become a permanent Wealthstreet client is by visiting one of these introductory sessions (For tickets, please call 403.258.1777 or this toll-free number: 1.866.583.1777).
It's an experience you won't want to miss. A panel of Wealthstreet experts will discuss a number of topics, including RSP strategies, small business tax issues, investment scams to watch out for and many more. Then Jones will share his own perceptions with the audience.
As you'll find out, Jones only recommends investments that he has purchased himself.
"We really practise what we preach," he smiles. "And everyone in this company does the same thing. I've looked at every available product on the current market and have come up with five that I believe to be the finest you can buy. I'll be happy to share my top five RSP choices with the audience."
When you entrust your financial wellbeing to Wealthstreet, your future is in the best conceivable hands. While company president Rachael Poffenroth oversees daily operations, Wealthstreet's team of talented, well-trained and experienced "wealth coaches" deliver a full range of services to investors. Each coach has been personally trained by David C. Jones, which guarantees the integrity of the Wealthstreet system is maintained.
"So, when you come in to see us as a client, you don't have to worry that your advisor or coach is picking your investment for you. That's not how it happens at Wealthstreet. Every investment choice has been made by me personally," explains Jones.
As he likes to put it: "There are two ways to make money: You either work for it or you let your money work for you."
It's important to note that WEALTHSTREET has never promoted an RSP that has lost money.
To discover how to get your money working hard on your behalf, take a walk down Wealthstreet. Book your tickets to the RRSP Smart Money Super Seminar today. Meanwhile visit www.wealthstreet.ca and phone 403.258.1777 or 1.866.583.1777 for more information.
