Ask for your complimentary copy of Balanced, The Al Pearlstein Story, Lessons from my Father on Life, Family and Investing. I wrote this book to honour my late father and thank him for his guidance.

For years, my dad was a leading broker on Bay Street. Everyone knew Al Pearlstein, and many wondered about the secret to his success. When I decided to join the investment services business, I knew I could be successful if I learned from him.

The Secret to Success

My father’s “secret” was quite simple. Rather than trying to sell his clients one trendy stock after another, Al worked hard to first win his potential clients’ trust. He did this by listening to them, understanding their risk tolerances, goals, and lifestyles. He was always personally interested in them and took a “big picture” view of their financial matters—how their investments would fit with their real estate holdings, their life insurance, and, potentially, their businesses.

Only then did he make recommendations, after many hours of studying companies, their performance, and their growth potential. This was long before today’s “know your client” regulations came into effect.

For my father, slow and steady won the race. Careful investments, prudent selections, appropriate allocations, all supported by research—this is how he helped clients grow their wealth for years. One of his pet phrases was, “When greed walks in the door, common sense flies out the window.”

The Secret Behind the Secret

This method enabled him to work with clients on a long-term basis. So rather than spending all of his time chasing after prospects to sell them the latest hot stocks, he could dedicate himself to his existing clients’ well-being. That led to a steady stream of word-of-mouth referrals, which for him, was a much more satisfying way of doing business.

It’s More Than Just Business

In addition to absorbing how he managed his business, I also try to follow his lead in how to live. For Al, there was always a balance. He made time for his children’s many sports and social activities. He was an attentive husband to my mother. He dedicated time to his faith and his community. To him, all of this was critical to peace of mind and a well-lived life. Doesn’t this sound familiar? Isn’t this what so many of us are looking for in our own lives

Helpful and Generous

If you read the book, you’ll see that my father came from somewhat difficult beginnings. In the truest sense, he is a self-made man. But as soon as he found a way to become a leader in his field, he shared that knowledge with his colleagues. In fact, he was called on to train many brokers who became successful using his methods.

This generosity was simply part of his makeup. He didn’t force himself on you, but if you were interested in learning, he’d share what he knew.

I Was Proud to Have Dad on my Team

Looking at it from a pure business perspective, my dad had been through 10 major market cycles. He’d lived and prospered through it all, which is helpful when you need a little perspective.

Now he’s handed the baton to me, and like him, I’m happy to share what I know. I wrote this book so that others might learn and understand the secret of success in the financial markets and in life in general. If you’re curious whether this might be useful to you, please call to request your copy.