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What Makes Me Different and How it Benefits You! PDF Print E-mail
Written by Kalson Jang   
Monday, 02 May 2011 21:15

When people decide that it’s finally time to start getting their financial affairs in order and realize that speaking with a professional who specializes in doing this on a regular basis is the best course of action, they realize that there are a lot of “Financial Advisors” out there who are all offering to “take care of them”.  In this industry, there are a lot of “Financial Advisors” out there, and undoubtedly, it’s hard for someone looking for one to find the perfect fit for them.

Generally speaking, there are 2 categories of Financial Advisors out there that can help you.  The first option would be the advisor at your local bank.  This is where people most commonly gravitate because their money is already with the bank and the perception is that dealing with the bank is easier.  Although this may appear to be the case, it is a mistake that many people often make and it’s a mistake that can cost them a lot of money in lost investment returns.  To read more about what makes investing with me different than investing with the bank, please take a look at this article that I wrote.

After reading that article, you will probably realize that dealing with an Independent Financial Advisor is probably your best course of action.  When speaking to potential clients, a common question I am often asked is what makes me different than the other Financial Advisors out there?

Before I answer that question, I need to point out a common misconception that “investing in Mutual Funds won’t make you any money”.  This is something that is often muttered by someone who bought mutual funds based on what their neighbor or their newspaper told them and ended up not making money.  They are probably the same person who made big investments right before the big market drop in 2008 and sold all their investments at the very bottom and missed out on the huge market rebound and the massive gains since that time.

I’ve been in the investment business for 10-years and during that time I’ve seen a lot of things that helped me realize what it takes to make money in the markets.  Often times, people think that reading newspapers and following the business news is what it takes to make money investing, but in reality, doing those things will usually cause people to lose money because doing what everyone else does is a recipe for disaster.

I think that’s what sums up the differences between me and other Financial Advisors.  I’m different because I do things differently.  When others tell you to sell because they are fearful of losses, I tell you to buy because it’s cheap to buy when everyone is selling.  When everyone else is chasing returns because the market has been hot, I’ll be the one telling you to sell and cash in your profits.  This is the fundamental difference between me and other Financial Advisors.  I do my research and identify strong trends in the markets and devise strategies that will position you to benefit the most from these trends.  Although I take the time to listen to outside voices, I won’t let them cloud my judgment or change my strategy to match what everyone else is doing.  I’m not afraid to do things my way and I’m happy to say that this recipe has found me great success.

Much of this success has come from my ability to identify the best economic areas to invest money in and then identify the best Mutual Funds that are focused in those areas.  This is also contrary to the philosophy used by many advisors.  Many advisors will spread your money around into all types of investments in all parts of the world.  Unfortunately, this is not how money is made investing because not everything is profitable at the same time.  It’s like betting on Horse Racing and picking every single horse.  Sure, you’ll pick the winner 100% of the time, but you’ll also pick all the losers which will eat away at the profits you made.  With me, I do my research and pick only the very best Mutual Funds in the industry.  If I want to invest into precious metals, I will pick the best precious metals fund in the business.  If I want to invest into Emerging Markets, I will pick the Emerging Markets fund that has won the award for “Emerging Markets Fund of the Year” for 5 of the last 6-years.  I can choose from any mutual fund available in Canada, so when I make my pick, I choose only the very best.

I’ve been in this industry for 10-years and during that time I have learned a lot about what it takes to make money.  In the end however, learning your personal story and listening to your needs, future goals and personal situation is what allows me to provide great advice that will help you make money while allowing you to sleep well at night knowing that your money is safe and working hard for you!

Kalson Jang
Phone: 416-775-8777
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Website: www.dynamicwealth.ca

Note: Performance figures and calculations used in this article are for illustration purposes only and past performance may or may not reflect future performance.