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    December 2016
    M T W T F S S
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    Marty Gunderson

    Disrupter, Financial Consultant, Exempt Market Apostle, Challenging the status quo since 1972.

     

    Marty Gunderson is a family man and screaming capitalist. He is married and has 4 kids. Thankfully they look more like his wife... 

     

    Mr. Gunderson started in the financial and investment industry in 1990. He has a track record of success and leadership. He has won awards and exceeded corporate goals while working with some of nation's leading banking and investment institutions, including TD, Assante Financial and Walton International Group; where Mr. Gunderson was a top producing land banking consultant. 

     

    During his time with Assante, Mr. Gunderson won the Heavy Hitter Award as recognition for his role in helping build a marketing process for advisors across the nation. He has an educational background in securities and investment products. Mr. Gunderson has participated in a number of land banking syndications and real estate investments. 

    Mr. Gunderson owned an email marketing company that specializes in the financial industry and is proud to have a number of major financial players on their client roster. 

     

    He has taken up the charge to shout from the mountain tops about the exempt market financial industry.  He has led in numerous aspects of that industry, from sales, marketing and operations, both from the dealer side and the issuer side.  Most recently, Mr. Gunderson helped create and then manage one of the top Exempt Market Dealerships in Canada.

    In additional to being a passionate public speaker, he is also a baseball fanatic who is a past President of his slow pitch league and Head Coach of his son's football team. 

     

    He's not a bad ping pong player, either.

     

    Marty Gunderson's Recent Articles



    Close Talkers

      I was watching a Seinfeld the other day. If there’s been a funnier show on TV, I can’t think of one. One of my favorite episodes is the one where Elaine starts dating a “close talker”. It’s a riot. Thinking about the #1 benefit of the exempt market, I can say, without a doubt, […]

    Posted: December 14th, 2012 under Exempt Market.
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    Making the Exempt Market Better

    When a professional serves me, I’m thankful for the training that she has gone through.  Whether she is a fire fighter, doctor, professor, accountant or in another profession, it is critical that she learns as much as she can before applying her craft in real life. That’s why I’m ecstatic that the Exempt Market Dealers […]

    Posted: November 23rd, 2012 under Exempt Market.
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    Saving Tax in the Exempt Market

    As a former financial advisor, I tried to curtail the mad rush of RSP contributions in February. Many investors feel the only way to save money on their taxes is to make a sizable contribution to their RSPs before the deadline. In fact, the Exempt Market has a number of ways to allow you to […]

    Posted: November 9th, 2012 under Exempt Market, Taxes.
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    Why I Chose the EMDA?

    I’m proud to be part of the Exempt Market Dealers Association as their newest board member. The current board members have a strong passion to see the exempt market industry flourish while ensuring that the industry continues to be responsible to its key stake holders – the investors. To be part of this group of […]

    Posted: November 2nd, 2012 under Exempt Market.
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    Raising RSP Capital for Your Business

    Registered Retirement Savings Plans – The Basics In 1957, the Canadian government created a program structured in such a way as to give Canadians the incentive to save for their own retirement, and the Registered Retirement Savings Plan (RRSP) industry was born. The RRSP program allows savings for retirement to grow tax free in a […]

    Posted: October 19th, 2012 under Exempt Market, Finance.
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    Wedding Crashers

                                  I was at the Hotel MacDonald last week on their patio. The view of the river valley was absolutely stunning. Edmonton in the fall is a gorgeous time of the year. When I walked through the hotel to leave, I […]

     

    Do What I Say, Not What I Do.

      When institutional fund managers, portfolio managers to high net worth clients, and pension funds want to decrease the market volatility and increase their investment return, what do they do? They move money out of the stock market and into private (or exempt) investments.   A great piece in the Investment Executive talks about the […]

     

    Flow Through Shares

    Back in the 50’s, about the same time the Leafs won their last Stanley Cup, an initiative was written up by the politicians of the day to spur on investment in Canadian resources. The initiative, called Flow Through Shares, allowed companies to issue a special class of shares that carry with it some significant tax […]

     

    Change For The Better

      “Know what’s weird? Day by day, nothing seems to change, but pretty soon…everything’s different.” – Calvin from Calvin and Hobbes I was just speaking to a loyal reader (read: Mom), about the change in the financial industry. Without getting too Presidential speech on you, I’m going to make a statement that will likely cause […]

    Posted: September 7th, 2012 under Exempt Market, Finance, Investments, MONEY®.
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    Real Diversification

      When I purchased my first vehicle, I wanted something unique, manly, and most importantly, something that would attract the female gender. With those conditions in my mind, the obvious vehicle for me was a… Lada Niva. Here’s my conversation with the car salesman about choosing a colour:     Car salesman: What colour would […]

     

    Exempt Market Dealer

    Who decides what exempt market investments are worthy of being distributed to the public and to whom? Before the exempt market was formalized, there really was no entity that made that decision. It was ultimately the market that decided. Although the market is efficient in raising capital, it’s not really efficient in protecting investors from […]

    Posted: August 24th, 2012 under Exempt Market, Finance, General.
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    What is a MIC?

    If you were thinking of answering something like, “The lead singer of only the BEST band in the world”, I’m with you. Unfortunately, this isn’t a blog about music. So the MIC I’m referring to here is a “Mortgage Investment Corporation”. Feel free to hum some Rolling Stones songs while reading. A MIC is simply […]

    Posted: August 17th, 2012 under Exempt Market, Finance, Investments, MONEY®.
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    Alternative Investment?

    When does an “alternative investment” become a “conventional investment”.  Or maybe more important, who decides it? My theory is that main stream media decides what should be considered alternative (i.e. less than 10% of your portfolio) and what should be considered conventional.  I suspect if the exempt market threw the amount of advertising dollars at […]

     

    Is Your Car Taking You To Your Retirement Dreams?

    When a mechanic is fixing your car, it’s probably a good idea for that mechanic to have as many tools he can. Your car is a complex system with many moving parts that, when working properly, takes you to your destination. When you and your advisor are putting together your financial tools to reach your […]

     

    How Do You Spell Exempt?

        Based on the number of comments from the previous post, I gather there are more than a few people who do not know what the exempt market is.  I’m not overly surprised, given the lack of marketing there is, relative to the conventional investment market. There are three key elements of the exempt […]

    Posted: July 27th, 2012 under Exempt Market, Finance, Investments, MONEY®.
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    Life After Mutual Funds?

      Ahhh, the 90’s! It was the days of MC Hammer, Nelson Mandela and “Irrational Exuberance”. It was also the time that an obscure, little known type of investment called a mutual fund started to become a household name. With the interest rates hovering at historic lows, many “GIC refugees” started flooding in to these […]

    Posted: July 13th, 2012 under Exempt Market, Finance, Investments, MONEY®.
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