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LET YOUR MONEY DO THE HEAVY LIFTING WITH THE PORTFOLIO PLANNING BOOTCAMP

Build Your $100K+ Investment Portfolio in the Stock Market Using the Proven & Best strategy in Less than 6 hours.

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Who This is For

  • You’re ready to build and manage your own investment portfolio
  • You’re a DIY learner but need some guidance/hand-holding during the process
  • Your priority is to have a cash allocation strategy for your savings and investment accounts
  • You’re not sure how much you should be putting money towards your RRSPs/ 401(k) or TFSA/Roth IRA
  • You have some investments with the bank (e.g. mutual funds) but you’re ready to transfer them out and take complete control and manage your own investments
  •  Your financial goals include saving for your first home purchase in the next +5 years, while making sure you’re allocating money towards your investments/retirement
  • You're willing to commit the next 45 days to this program

What You'll Walk Away With

A monthly cash allocation strategy to help manage your day-to-day spending (budget) while ensuring your long-term (retirement) goals are being met.

An investment portfolio that’s tailored to your needs and goals to ensure you’re minimizing the costs while while maximizing your returns.

A system set up for your investment portfolio that will only require 10 minutes per month to manage.

The confidence and strategy to manage your own investment portfolio.

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The Process

We kick off with a financial goals discovery call so I can get to know what you're trying to achieve, and what your concerns and priorities are. 

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Step 1

Complete Client Intake Form for Financial Assessment and Cash Allocation Plan

I will create  your personalized budget (cash flow plan) and cash allocation strategy. 

Step 2

Call #1: Delivery of Financial Assessment and Cash Allocation Plan

Step 3

Complete Modules One + Two (1 hour and 50 minutes training time)

Module one covers foundational concepts in investing - this is what will build your confidence with the stock market. Module two covers investing basics and building your core investment portfolio like a professional. 

Step 4

Call #2: Building Your Core Portfolio + Dividend Investing + Account Opening Process

Step 5

Complete Modules Three + Four (3 hours and 12 minutes training time)

Module three (less than 1 hour of trainings) covers how to execute buying your investments and navigating investment products, including important lingo in the investment world! Go beyond your core investment portfolio in module four where we cover socially responsible investing, themes, and alternative investments.

Step 6

Call #3: Execution (Making Your First Investment), and Navigating ETF Websites

Step 7

Complete Module 5: Stocks on Steroids (2 hours and 48 minutes)

The next progression in your investing journey will be wanting to add individual stocks to your portfolio. Discover how to earn above-average returns while investing in what you already know! 

Step 8

Call #4: Wrap up + Organizing Your Stock Research + How to Value a Stock

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When You Sign Up You'll Receive:

  • Immediate access to training modules (get started as early as you'd like!):
  • Module One: Foundational Concepts
  • Module Two: Building Your Core Portfolio
  • Module Three: Execution
  • Module Four: Socially Responsible Investing, Cryptocurrency, and Other Themes
  •  Module Five: Stocks on Steroids 
  • 4 x 1-on-1 Calls (book them on your own schedule)
  • Personalized cash flow/allocation plan
  • Lifetime access to trainings
  • Program length: 45 days (commencing from call #1)

Your investment:
$1,597 or
2 monthly payments of $918

FAQ

I DON'T HAVE A BACKGROUND IN BUSINESS OR FINANCE, WILL I BE ABLE TO UNDERSTAND EVERYTHING?

Yes! I am here to break everything down for you so you can understand everything that's going on. I encourage all types of questions to be asked, after all, we're dealing with money and your future here!

AM I GUARANTEED TO MAKE MONEY?

In life, the only things that are guaranteed are taxes and death! While I cannot guarantee that you will make money because I cannot control what you choose to do, I can guarantee 100% of your money back if you are absolutely dissatisfied with the program, felt you learned nothing of value, and can prove you have put effort into this program. 

WHAT HAPPENS WHEN I CAN'T BOOK MY LAST CALL WITHIN THE 45 DAYS?

Don't worry, life always gets in the way! Just send an email and we will work to accommodate your schedule. We want to ensure you complete this program.  

i still have questions about this program

Feel free to book a risk-free/no obligation call and I will do my best to answer all your questions. This is a two-way relationship and I want to make sure we are a good fit before anyone commits to this. 

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