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Can We Establish Beneficiaries in Our Club?

Q. I am looking for information on forming an investment club in Canada. I hope you can steer me to the right site.

A. You can contact the Canadian Shareowners Association for assistance. They are the leading investor group in the Great White North, and they can help you with all you need to start your club. The CSA also provides investor education tools and software to assist you in learning how to analyze and select investments.

Doug Gerlach is ICLUBcentral's Investment Club Therapist, helping clubs and their members to operate more efficiently and more harmoniously. Doug's latest book, Investment Clubs for Dummies is the ultimate guide to starting and running a club, packed with tips and insight about club operations, education and investing. He is the author of several other popular investing books, including The Complete Idiot's Guide to Online Investing and The Armchair Millionaire. Doug has been a member of the NAIC Computer Advisory Group's Board of Directors since 1995. For more of Doug's advice on online investing, visit DouglasGerlach.com.

Got a question about investment clubs? Ask Doug!



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