Recommended Reading

On Investing

Belsky, Gary & Thomas Gilovich, Why Smart People Make Big Money Mistakes and How to Correct Them New York: Simon & Schuster, 1999.

Bernstein, Peter L., Capital Ideas: The Improbable Origins of Modern Wall Street, New York: The Free Press, 1992.

Bernstein, Peter L., Against the Gods: The Remarkable Story of Risk New York: John Wiley & Sons, 1998.

Bernstein, William, The Investor’s Manifesto: Preparing for Prosperity, Armageddon and Everything in Between Hoboken, NJ: John Wiley & Sons, 2010.

Bevelin, Peter, Seeking Wisdom: From Darwin to Munger Malmo, Sweden: Post Scriptum AB, 2005.

Bogle, John, The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns New York: John Wiley & Sons, 2007.

Bogle, John, Character Counts New York: McGraw Hill, 2002.

Browne, Christopher H., The Little Book of Value Investing, New York: John Wiley & Sons, 2007.

Buffett, Mary & David Clark, Buffettology: The Previously Unexplained Techniques That Have Made Warren Buffett the World’s Most Famous Investor, New York: Simon & Schuster, 1999.

Buffett, Mary & David Clark, Warren Buffett & the Art of Stock Arbitrage, New York: Simon & Schuster, 1999

Buffett, Warren, The Essays of Warren Buffett: Lessons for Corporate America, (edited and arranged by Lawrence A. Cunningham) New York: Lawrence A. Cunningham, 2001.[1]

Caret, Philip L., The Art of Speculation, Mineola, N.Y.: Dover Publications,1930, 2004.

Carney, Mark Values: Building a Better World For All New York: Penguin Random House, 2021.

Correa, Christiane Dream Big: How the Brazilian Trio Behind 3G Capital Acquired Anheuser-Busch, Burger King & Heinz, Rio de Janeiro: Primeira Pessoa, 2014.

Cunningham, Lawrence A., How To Think Like Benjamin Graham and Invest Like Warren Buffett  Toronto: McGraw-Hill, 2001.

Drake, George, Mentor: Life and Legacy of Joe Rosenfield Des Moines, IA: Business Publications Corp. Inc. 2019.

Dreman, David, Contrarian Investment Strategies: Profiting through Bubbles Panics and Periods of High Volatility, New York: Simon & Schuster, 2012.

Einhorn, David, Fooling Some of the People All of the Time: A Long Short Story, Hoboken, N.J.: John Wiley & Sons Inc.,

Ellis, Charles D. with James Vertin, The Investor’s Anthology: Original Ideas From the Industry’s Greatest Minds, Hoboken, N.J., John Wiley & Sons, 1997.

Fisher, Philip A., Common Stocks and Uncommon Profits, New York: John Wiley & Sons, 1996.

Galbraith, John Kenneth, The Affluent Society, New York: Houghton Mifflin Co., 1958,1969.

Galbraith, John Kenneth, A Journey Through Economic Time: A Firsthand View, New York: Houghton Mifflin Co., 1994.

Graham, Benjamin, The Intelligent Investor, New York: Harper Collins, 1973.

Graham, Benjamin, The Interpretation of Financial Statements: The Classic 1937 Edition, New York: Harper & Row, 1937.[2]

Graham, Benjamin & Graham Dodd, Security Analysis: The Classic 1940 Second Edition, New York: McGraw-Hill Book Company, 1940.

Green, William, Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and in Life New York: Scribner (Simon & Schuster), 2021.

Greenblatt, Joel You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits, New York: Fireside (Simon & Schuster), 1997.

Greenblatt, Joel The Big Secret for the Small Investor: A New Route for Long Term Investment Success, New York: Random House, 2011.

Greenwald, Bruce, Value Investing: From Graham to Buffett & Beyond

Gross, Bill, Bill Gross on Investing, Toronto: John Wiley & Sons, 1998.

Hagstrom, Robert G., The Warren Buffett Way: Investment Strategies of the World’s Greatest Investor, New York: John Wiley & Sons, Inc. 1995.

Keynes, John Maynard, Essays in Persuasion Victoria, BC Canada: Reading Essentials, 1931.

Kolhatkar, Sheelah, Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street New York: Random House, 2017.

Klarman, Seth, Margin of Safety: Risk Averse Value Investing Strategies

Lefevre, Edwin, Reminisces of a Stock Broker Toronto: John Wiley & Sons, 1994.

Levitt, Arthur, Take on the Street: How to Fight For Your Financial Future, New York: Random House, 2003.

Lewis, Michael, Liar’s Poker

Lewis, Michael, The New Money Culture

Lewis, Michael, The Big Short: Inside the Doomsday Machine, New York: W.W. Norton & Co., 2011.

Lewis, Michael, The Flash Boys: A Wall Street Revolt New York: Norton & Co., 2014

Loeb, G.M. The Battle for Investment Survival, New York: Dancing Unicorn Books, 2016.

Lowe, Janet, Damn Right! Behind the Scenes With Berkshire Hathaway Billionaire Charlie Munger, Toronto: John Wiley & Sons, 2000.

Lowenstein, Roger, When Genius Failed: The Rise and Fall of Long-Term Capital Management, New York: Random House Trade Paperbacks, 2000.

Lynch, Peter, Beating the Street, New York: Simon & Schuster, 1994.

Lynch, Peter, Learn to Earn, New York: Simon & Schuster, 1995.

Lynch, Peter, One Up on Wall Street: How to Use What You Already Know to Make Money in the Market, New York: Simon & Schuster, 1994.

Malkiel, Burton G., A Random Walk Down Wall Street: The Time Tested Strategy for Successful Investing New York: W.W. Norton & Co., 2006.

Mauboussin, Michael J., More Than You Know: Finding Financial Wisdom in Unconventional Places, New York: Columbia Business School Publishing, 2013.

Marks, Howard, The Most Important Thing: Uncommon Sense fo the Thoughtful Investor New York: Columbia University Press, 2011.

Marks, Howard, Mastering the Market Cycle: Getting the Odds On Your Side New York: Houghton Mifflin Harcourt Publishing Co., 2018.

Milevsky, Moshe A., Life Annuities: An Optimal Product for Retirement Income Toronto: The Research Foundation of CFA Institute, 2013.

Munger, Charlie, Poor Charlie’s Almanac ed. Peter Kaufman

O’Glove, Thornton, Quality of Earnings: The Investors Guide To How Much Money A Company is Really Making, New York: Reporting Research Corp/The Free Press, 1987.

Partnoy, Frank, F.I.A.S.C.O.: Blood in the Water on Wall Street, W.W. Norton & Co., 2009.

Richard, Christine S. Confidence Game: How Hedge Fund Manager Bill Ackman Called Wall Street’s Bluff, Hoboken, N.J.: John Wiley & Sons Inc., 2010.

Rothchild, John, The Davis Dynasty: Fifty Years of Successful Investing on Wall Street, New York: John Wiley & Sons, 2001.

Schrager, Allison An Economist Walks Into a Brothel: And Other Unexpected Places to Understand Risk New York: Penguin Random House, 2019.

Schwager, Jack D. Market Wizards: Interviews with Top Traders Hoboken, New Jersey, John Wiley & Sons, 2012.

Schwab, Charles, Invested: Changing Forever the Way Americans Invest New York: The Charles Schwab Corp., 2019.

Schwed, Fred, Where Are the Customer’s Yachts?, Hoboken, N.J.: John Wiley & Sons Inc., 1940, 2006.

Siegel, Jeremy, Stocks For the Long Run, New York: McGraw Hill, 2002. Smith, Adam, The Roaring 80’s, New York: Summit Books, 1988.

Smith, Adam, Supermoney, Hoboken, NJ. John Wiley & Sons, Ltd., 2006 (originally published in 1972).

Swensen, David F. Pioneering Portfolio Management: An Unconventional Approach to Institutional Management, New York: Free Press, 2000.

Taleb, Nassim Nicholas Fooled By Randomness New York: Random House, 2004.

Templeton, John Marks with James Ellison, The Templeton: A Tried & True Guid to Personal Growth & Well-Being, New York: Harper Collins, 1987.

Train, John, Money Masters of Our Time, New York: Harper Collins, 2000.

Zuckerberg, Gregory, The Greatest Trade Ever New York: Crown Publishing Group, 2009.

Zuckerberg, Gregory, The Man Who Solved the Market How Jim Simons Launched the Quant Revolution New York: Penguin Random House, 2019.

On Wealth, Financial Planning, Estate Planning & Succession Planning 

Alexander, Michael, How to Inherit Money: A Guide to Making Good Financial Decisions After Losing Someone You Love, Toronto: Harper Collins, 1997.

Cestnick, Tim, Winning The Estate Planning Game: Estate Planning Strategies For Canadians, Toronto:  Prentice Hall, 2001.

Chilton, David, The Wealthy Barber, Toronto: Stoddart, 1989.

Duke, Annie, Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts New York: Penguin Random, 2018. Ellis,

Charles D. with James Vertin, The Investor’s Anthology: Original Ideas From the Industry’s Greatest Minds, Hoboken, N.J., John Wiley & Sons, 1997.

Foster, Sandra, You Can’t Take It With You: The Common Sense Guide to Estate Planning for Canadians, Etobicoke, ON: John Wiley & Sons, 1996.

Foster, Sandra, Making the Most of What You’ve Got: The Canadian Guide to Managing Retirement Income, Toronto: John Wiley & Sons, 1999.

Gray, Douglas & John Budd, The Canadian Guide to Will & Estate Planning, Toronto: McGraw-Hill Education, 2018.

Housel, Morgan, The Psychology of Money Perersfield, Hampshire: Harriman House, 2020.

Jacks, Evelyn, Essential Tax Facts 2013 Edition: Simple Ways to Put More Money In Your Pocket, Toronto: Knowledge Bureau Inc. 2007.

Leach, Peter, et al., Guide to the Family Business: Canadian Edition, Toronto: Thomson Canada, 2003.

Lumsden, Jack, Sudden Wealth: The Next Generation, Toronto: Uphill Publishing, 1995.

Murray, Nick, Simple Wealth, Inevitable Wealth, Mattituck, N.Y.: The Nick Murray Co. Inc., 1999.

Pasiner, Marshall B., Sustaining the Family Business: An Insider’s Guide to Managing Across Generations, New York:Perseus/HarperCollins, 1999.

Petrie, Joseph, et al., Tax Planning 2013 For You & Your Family, Toronto: Thomson Canada, 2006.

Stanley, Thomas J., The Millionaire Next Door: The Surprising Secrets of America’s Wealthy, New York: Simon & Schuster, 1996.

Stanley, Thomas J., The Millionaire Mind, Kansas City: Andrews McMeel Publishing, 2000.

Steiger, Heidi L. Wealthy & Wise: Secrets About Money, Hoboken, N.J.: John Wiley & Sons, Inc., 2003.

Thaler, Richard H. and Cass R. Sunnstein, NUDGE: Improving Decisions About Health, Wealth & Happiness New York: Penguin, 2009.

Van Cauwengerghe, Christine, Wealth Planning Strategies for Canadians, Toronto, ON:Thomson Canada, 2006. 

Wark, Kevin, Everything You Need to Know About Estate Planning, Toronto: Key Porter Books, 2001.

Winokur, Neal, The Grumpy Accountant Toronto: Neal Winokur, 2020.

Business Narratives For Business Owners, Managers & Entrepreneurs

Ariely, Dan, Predictably Irrational: The Hidden Forces That Shape Our Decisions Toronto: Harper Collins, 2010.

Bair, Sheila, Bull by the Horns: Fighting to Save Main Street From Wall Street & Wall Street From Itself, New York: Free Press/Simon & Schuster, 2012.

Barron, Jason, The Visual MBA: Two Years of Business School Packed into One Priceless Book of Pure Awsomeness New York: First Mariner Books, 2020.

Baruch, Bernard, Baruch: My Own Story

Bernanke, Ben S., Timothy Geithner & Henry M. Paulson, Jr. Firefighting: The Financial Crisis and Its Lessons, New York: Penguin Random House, 2019.

Blank, Arthur M. Good Company, New York: Harpur Collins, 2020.

Bezos, Jeffrey P., Invent and Wander: The Collected Writings of Jeff Bezos Cambridge: Harvard Business School Publishing, 2021.

Brooks, John, Business Adventures: Twelve Classic Tales From the World of Wall Street Open Integrated Media, 1969.

Brunn, Erik, The Forbes Book of Great Business Letters, New York: Black Dog & Leventhal, 2001.

Buist, Ron, Tales From Under the Rim: The Marketing of Tim Horton’s, Fredericton, NB: Goose Lane Editions, 2003.

Burlingham, Bo, Finish Big: How Great Entrepreneurs Exit Their Companies on Top, New York: Penguin, 2014.

Burrough, Bryan & John Helyar, Barbarians At the Gate: The Fall of RJR Nabisco, New York: Harper Perennial, 1988.

Collins, Jim, Good to Great, New York: Harper Collins, 2002.

Chernow, Ron, The House of Morgan: An American Banking Dynasty & the Rise of Modern Finance, New York, Atlantic Monthly Press, 1990.

Chernow, Ron, Titan: The Life of John D. Rockefeller, Sr. New York, Vintage Books, 1998. 

Dell, Michael, with Catherine Fredman, Direct from DELL: Strategies That Revolutionized an Industry, New York: Harper Collins, 1999.

Duhigg, Charles, Smarter, Faster, Better: The Secrets of Being Productive in Life & Business Toronto: Doubleday, 2016.

Fishman, Charles, The Wal-Mart Effect: How the Worlds Most Powerful Company Really Works & How It is Transforming America New York: The Penguin Group, 2006.

Fleming, Quentin, Keep the Family Baggage Out Of The Family Business: Avoiding The Seven Deadly Sins That Destroy Family Businesses, New York: Fireside Books, 2000.

Franklin, Benjamin, The Autobiography and Other Writings Toronto: Penguin, 1986.

Freiberg, Kevin and Jackie NUTS: Southwest Airlines Crazy Recipe for Success New York: Broadway Books, 1997.

Frum, Max & Sujeet Indap, The Caesar’s Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street, New York: Diversion Books, 2021.

Gates, Bill, The Road Ahead, Toronto: Penguin Books, 1995. Getty, J. Paul, How to Be Rich: His Formulas, New York: Playboy, 1965.

Graham, Katherine, Personal History, New York: Vintage Books, 1997.

Green, Howard, Banking On America: How TD Bank Rose to the Top and Took on the U.S.A. Toronto: HarperCollins, 2013.

Green, Howard, RAILROADER: The Unfiltered Genius and Controversy of Four Time CEO Hunter Harrison, Toronto: H & H Media, Inc. 2018.  

Grind, Kirsten, The Lost Bank: The Story of Washington Mutual – the Biggest Bank Failure in American History, New York: Simon & Schuster, 2012.

Greising, David, I’d Like to Buy the World a Coke: The Life & Leadership of Roberto Goizueta, New York: John Wiley & Sons, Inc., 1997.

Gross, William (Bill), I’m Still Standing: Bond King Bill Gross and the PIMCO Express Bill Gross: 2022.

Gryta, Thomas and Ted Mann Lights Out: Pride, Delusion and the Fall of General Electric, New York: Houghton Mifflin Harcourt, 2020.

Helzberg, Barnett C. Jr., What I Learned Before I Sold to Warren Buffett: An Entrepreneur’s Guide To Growing a Highly Successful Company, New York: John Wiley & Sons, 2003.

Hilton, Conrad, Be My Guest New York: Fireside/Simon & Schuster, 1957.

Homem de Mello, Francisco S. The Three G Way: Dream, People and Culture San Francisco, Qulture Rocks Press, 2019.

Iddings, Sean & Ian Cassel, Intelligent Fanatics: Standing on the Shoulders of Giants, Newfield, NY. Intelligent Fanatics, 2017.

Iger, Robert, The Ride of a Lifetime: Lessons Learned From 15 Years as CEO of Walt Disney Co. New York: Random House, 2019.

Isaacson, Walter, Steve Jobs, New York: Simon & Schuster, 2011.

Isdell, Neville with David Beasley, Inside Coca-Cola: A CEO’s Life Story of Building the World’s Most Popular Brand, New York: St. Martin’s Griffin, 2011.

Jackson, Tim, Inside Intel: Andy Grove & the Rise of the World’s Most Powerful Chip Company, New York: Penguin Publishing, 1997.

Jarvis, Paul, Company of One: Why Staying Small is the Next Big Thing in Businesss, New York: First Mariner Books, 2018.

Joyce, Ron with Robert Thompson, Always Fresh: The Untold Story of Tim Hortons by the Man Who Created a Canadian Empire Toronto: Harper Collins, 2006.

Kaufman, Josh, The Personal MBA: Master the Art of Business New York: Penguin, 2012.

Kaufman, Peter D., Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger, Virginia Beach: PCA Publications, 2005.

Keough, Donald R., The Ten Commandments for Business Failure, New York: Penguin, 2008.

Knight, Phil, Shoe Dog: A Memoir by the Creator of Nike New York: Scribner, 2016.

Kilpatrick, Andrew, Of Permanent Value: The Story of Warren Buffett, Birmingham, AKPE Publishing, 2006.

Kroc, Ray with Robert Anderson, Grinding It Out: The Making of McDonald’s New York: St. Martin’s Paperbacks, 1977.

Love, John F., McDonald’s Behind the Arches, New York: Bantam, 1995.

Lowenstein, Roger, Buffett: The Making of an American Capitalist, New York: Random House, 1995.

McDowall, Duncan, Quick to the Frontier: Canada’s Royal Bank, Toronto: McClelland & Stewart, 1993.

Marcus, Bernie & Arthur Blank with Bob Andelman Built From Scratch: How a Couple of Regular Guys Grew the Home Depot from Nothing to $30 Billion New York: Penguin Random House, 1999.

McLean, Bethany Shaky Ground: The Strange Saga of the U.S. Mortgage Giants, New York: Columbia, 2015.

Miles, Robert P, The Warren Buffett CEO: Secrets From the Berkshire Hathaway Managers, Toronto: John Wiley & Sons, 2002.

Nadella, Satya, with Greg Shaw & Jill Tracie Nichols, Hit Refresh: The Quest to Rediscover Microsoft’s Soul and Imagine a Better Future for Everyone, New York: Harper Collins Publishers, 2017

Neuberger, Roy, So Far, So Good: The First 94 Years

Nell, Sam, Am I Being Too Subtle? Straight Talk from a Business Rebel New York: Penguin, 2017.

Ogilvy, David, Confessions of an Advertising Man, Toronto: Macmillan, 1987.

Pendergrast, Mark, For God, Country & Coca-Cola: The Unauthorized History of the Great American Soft Drink and the Company That Makes It, Toronto: Charles Scribner & Sons, 1993.

Pickard, Laurie, Don’t Pay for Your MBA: The Faster Cheaper, Better Way to Get the Business Education You Need New York: AMACOM, 2018.

Pitts, Gordon, In The Blood: Battles to Succeed in Canada’s Family Businesses, Toronto: Doubleday, 2000.

Plecas, Bob, Bill Bennett: A Mandarin’s View, Toronto: Douglas & McIntyre, 2006.

Robichaux, Mark, Cable Cowboy: John Malone and the Rise of the Modern Cable Business New York: Wiley, 2002.

Schultz, Howard, Pour Your Heart Into It: How Starbucks Built a Company One Step at a Time  New York: Hyperion, 1997.

Schwarzman, Stephen A., What It Takes: Lessons in the Pursuit of Excellence New York: Simon & Schuster, 2019.

Smith, Jay, William Bill Ackman: The Life of a Giant From Wall Street New York: Jay Smith, 2020.

Stone, Brad, The Everything Store: Jeff Bezos & the Age of Amazon, New York: Hachette Book Group, 2013.

Thorndike, William N., The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success Boston: Harvard Business Review Press, 2012.

Walton, Sam, Sam Walton: Made in America New York:Bantam/Doubleday, 1993. 

Waldie, Paul, A House Divided: The Untold Story of the McCain Family, Toronto: Viking, 1996.

Warrillow, John, Built to Sell: Creating a Business That Can Thrive Without You New York: The Penguin Group, 2010.

Welch, Jack Jack: Straight From the Gut New York: Warner Books, 2001.

Zeckendorf, William with Edward McCreary Zeckendorf: The Autobiography of William Zeckendorf Chicago: Plaza Press, 2014.

Zell, Sam Am I Being Too Subtle? Straight Talk from a Business Rebel, New York: Penguin Random House, 2017.

Nicklaus, Jack, My Story, New York: Fireside/Simon & Schuster, 1997.

Williams, Ted The Science of Hitting