Products

1 - Asset Tracking Spreadsheet - Comprehensive Multi-Tab

This comprehensive Asset Tracking Workbook has been developed over the past 10 years to manage and grow a multi-million dollar portfolio of Canadian, US, and International companies.  In addition, other assets are factored in to give a complete overview of all components: cash, dividend income, pension income, work income, house values, etc.  This Workbook does not contain any Bond holdings due to the current low level of interest rates, and uses higher-yielding Preferred shares instead. 

Pricing is as follows: CDN$250 plus 5% GST for Canadian residents, and for non-Canadians living in other countries it is US$180, 150 British Pounds, 165 Euros, or AUS$275 (No GST is applicable for non-Canadians living in other countries)

Payment can be paid through various means, including:

• e-transfers  to michael@cynergyresearch.com

• PayPal  to paypal.me/cynergyresearchserv (See the PayPal link to the right)

• Credit card  via Square secure checkout (See the Square link to the right)

• Checks  payable to Michael Clements personally and mailed to 3731 West 1st Avenue, Vancouver, BC, Canada V6R1H3

A copy of the Comprehensive Multi-Tab Spreadsheet will be emailed to the purchaser post-payment.

2 - Asset Tracking Workbook - Simple One-page Version

This relatively simple Asset Tracking Workbook has been developed over the past 2 years for investors with large or small asset bases who don't want to use the more comprehensive version.  It is correspondingly much easier for each purchaser to edit.  In addition to tracking equity investments, other assets are factored in to give a complete overview of all components: cash, dividend income, pension income, work income, house values, and other notable assets. 

Pricing is as follows: CDN$100 plus 5% GST for Canadian residents, and for non-Canadians living in other countries it is US$75, 60 British Pounds, 70 Euros, or AUS$110.  (No GST is applicable for non-Canadians living in other countries)

Payment options are the same as above, and a copy of the Workbook will be emailed to the purchaser post-payment.

3 - Asset Tracking Workbook - Multi-Copy Licensing

The Comprehensive & Simple Financial Asset Tracking & Analysis Workbooks are intended for the sole personal use of the end user purchaser, or by their designated agent or advisor, for managing their own individual personal financial portfolio. 

However, Financial Planners, Advisors, Accountants, and other professionals wishing to use multiple copies of this Workbook to manage individual client portfolios may request special multi-copy pricing from the Publisher by contacting the "Permissions Coordinator" at sales@cynergyresearch.com.

Multi-Copy pricing will range between CDN$40 and CDN$200 per copy depending on the versions chosen and initial quantities. 

Payment options are the same as above, and a copy of the Workbook will be emailed to the purchaser post-licensing and payment.