Self-employment

Big demand for unbiased advice

They say free advice is worth what you pay for it. For small business owners and people making investment decisions, who you listen to matters a lot. "A little knowledge can be a dangerous thing," agrees entrepreneur Derek Polcyn.

ROGER PIERCE
[ 2006-02-01 ]

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Investment advisor Derek Polcyn, president of InvestWELL Financial Inc., teaches people how to make money.

Polcyn is president of InvestWELL Financial Inc. (www.investwellfinancial.com), a private and completely independent firm that provides accurate, unbiased and easy-to-understand financial information. Polcyn's team serves two groups of clients: people who invest on their own and people who have an investment advisor but want to learn more from an independent source.

Polcyn started his business to help people make intelligent investment choices. "There are a lot of people out there who know something about investing," he says. "Unfortunately, so much of what they know is not true. Many advisors don't take the time to educate clients; instead, they focus on selling products that are profitable for investment companies but not optimal for investors."

Combining his two greatest passions -- investing and education -- is proving to be very rewarding for Polcyn.

"My partners and I simply educate people how to invest successfully," he says. "It's a joy to run a business that really helps people."


He's certainly qualified to give advice. Polcyn holds some of the most prestigious professional designations in the investment industry, including CFA (Chartered Financial Analyst), FRM (Financial Risk Manager) and CIM (Canadian Investment Manager). He's worked as an investment analyst, taught finance at college, and holds a Master's degree in Economics from the University of Toronto.

Polcyn's expertise is quite affordable, too. His company website sells memberships for $39 a month, but also offers plenty of free educational material.

His advice for other new entrepreneurs makes good economic sense. "Run your business as if it will operate forever," he recommends. "Your clients will appreciate your long-term investment."



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