Jacoline Loewen

October 11, 2017

Valitas Appreciation Event with Peter MacKay

Peter MacKay with Susan Fulford, Jacoline Loewen and Debbie Dimoff

"Boats are safe in the harbor, but that is not what they are built to do," said Peter MacKay, Vice-Chairman of Valitas advisory board. Speaking at the Valitas event at The Spoke Club, Peter shared a few war stories about how he seen the corporate finance mandates achieved by Valitas and the challenges of undertaking corporate finance deals. He also made a few light comments about his political background and said he would not start discussing taxes.

Peter's words certainly inspired the room of entrepreneurs and Bay Street's finest - lawyers and wealth managers.

Paris Aden, founder of Valitas, also spoke about the success of the firm and the passion of the team. "Thank you to Peter MacKay for his commitment and contribution to Valitas".

@jacolineloewen

Author of Money Magnet.

Jacoline Loewen, author of Money Magnet, Attract Investors to Your Business

October 10, 2017

Meet William, the youngest reader of Money Magnet

One of the fine women I mentored sent me an uplifting email and photograph featuring the latest addition to her family, sweet William.
William's mother is Farrah Ahmad Solly who is a Rotman graduate close to my heart. I met Farrah when she was the marketing expert in her group project. The team went on to win the overall competition and Farrah contributed the lion's share to their success. I was impressed with Farrah then and now and I'm now impressed with her dedication to her family.

William Solly, son of Farrah Ahmad Solly

Wiley has a good summary about Money Magnet, It is still being used by Ivey and Ryerson. I get emails from entrepreneurs who used it as their blueprint to access private equity.

More about Money Magnet

The number-one issue for every entrepreneur is Money—getting money, raising money, convincing investors to give you money. Whether you are a start up, a family business, or a $100-million company, your biggest issue is always money.

Money Magnet is the solution to your money worries. It's the complete how-to guide to attracting private investors—debt and private equity—for business founders and owners. It reveals what private investment is and how it works, the benefits and pitfalls, how and where to find it, and how to be successful in attracting it.

Praise for Money Magnet

"Every ambitious private business owner should understand the role of investors and how to attract them. Money Magnet is an indispensible guide to the process."
—Austen Beutel, Chairman and CEO, Oakwest Corporation Ltd.

"Don't put another nickel into your business until you have read this book. Money Magnet is Financing 101 for entrepreneurs and owners who want to grow their business."
—Greig Clark, Entrepreneur (College Pro Painters and Arxx Building Products) and Venture Capitalist (Horatio Enterprise Fund)

"Money Magnet begins with a startling proposition: some businesses succeed more than others simply because they know how to raise money. By sharing these processes, tools and secrets, Loewen is daring Canadian entrepreneurs to dream bigger than they've ever dreamed before."
—Rick Spence, Entrepreneurship Columnist for the National Post and PROFIT Magazine

Follow on Twitter @jacolineloewen
Money Magnet, by Jacoline Loewen, published by Wiley.

Subscribe to: Comments (Atom)

WEALTH

The question every wealthy person asks themself is "What does wealth mean to me?" The full and rich answer can take years to come to full light. In the meantime, money needs to be managed.in order to focus on wealth preservation and risk mangement.

In particular, we understand the entrepreneur and busines owner who has gone through transition and is now managing their sudden wealth. We assist them gain insight into their values and goals. From this foundation, we look to achieve a diversified portfolio with room to please their risk appetite, but also ensuring wealth for their family.

We build and execute your wealth strategy:

- Establish meaningful objectives
- Design up tailored portfolio strategies
- Select measurements to assess performance
- Culture of an open-mind

Our advice and process will intrigue you and help you:

-Work toward reaching your self-defined life goals
-Measure your progress to make better decisions
-Create a system that revolves around you, your family, your community

Twitter @JacolineLoewen

On LinkedIn

Facebook by name.

Invited as expert on BNN The Pitch, CBC, Dragons' Den and published by National Post, Globe & Mail, Leadership, Business Entrepreneurs, The Journal, Women's Post, as well as author of three books.

Money Magnet by J. Loewen - Book Review

The feedback we have had about using the steps in Money Magnet is that business owners are surprised by how simple it is to understand, how much more money they can invest and earn and how shockingly few of their lawyers and accountants were aware of the benefits.

- Get factual case studies about the power of succession planning with strong life style goals. Do you want to retire rich - then understand the ROI of your business compared to the ROI of an investment portfolio.

- Know why selling your business is not the first option.

- Learn the Four Brutal Questions every Business Owner needs to know to attract investors.

- Find out how to know how much you need to fit your business, your lifestyle and your goals for wealth.

Other books by J B Loewen:
The Power of Strategy
Business e-Volution

See Jacoline Loewen on BNN TV Show The Pitch

Amazon.ca Widgets

SERVICES

For 150 years, people have been trusting UBS to manage their wealth. We provide investment advice based on critical thinking and thoughtful research once we fully understand what you want to accomplish. Together, we create an all-encompassing strategy for your investments, estate and tax planning, risk management, and borrowing.
Our Focus: We build custom investment portfolios and wealth management strategies that draw upon UBS's global knowledge.
Our Clients: We work with individuals, families, and organizations with investable assets greater than $2,000,000
Our Services: At a minimum, you can expect quarterly performance reviews, ongoing investment management, and comprehensive Estate and Tax Planning services
Our Fees: Our typical all-inclusive tax deductible annual fee ranges between 1% - 1.5% of the money you invest depending on complexity
Our Process: We apply a prudent approach.

Rick Spence, National Post, review

"A lot of business people still have trouble with the concept of strategic planning. They wonder who should do it, and what it's for. I just encountered a great explanation of strategy. It comes from a book, The Power of Strategy by Jacoline Loewen.

"I think that strategy is very similar to the search for the Holy Grail. Renowned knights traveled great distances and overcame severe hardship in the struggle to find this sacred relic, the chalice used by Jesus at the Last Supper. Finally, Sir Galahad was the one who discovered that the Holy Grail is, in fact, within us. There is no right or wrong answer -- it is the journey that provides the learning, not the Holy Grail itself.

In strategy, it is the process of people going through the questioning and thinking that ingrains the strategy into their everyday actions, not the plan itself."

You can read a much longer excerpt from Loewen's book at

post by Rick Spence, Canadian Entrepreneur

Wealth Management

October 11, 2017

Valitas Appreciation Event with Peter MacKay

October 10, 2017

Meet William, the youngest reader of Money Magnet

More about Money Magnet