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THE WEALTH ACCELERATOR

HELPING BUSY PROFESSIONALS BUILD GENERATIONAL WEALTH

OVERWHELMED WITH YOUR MONEY OR INVESTMENTS?

"There are like a million ETFs out there, which one should I choose for my portfolio? 

"I just want to make sure I'm invested in the right stuff"

"I know I can do better, why are my mutual funds not doing as well as everyone else?"

"Where do I even begin?"

Don't worry, you're not alone. 

This whole financial industry has been built to make you believe that you can't manage your own investments yourself. They are wrong. 

With the right education and support, you can build your own investment portfolio in no time. 

No expensive on-going (forever) fees. No BS.

THE WEALTH ACCELERATOR 

1-ON-1 VIP EXPERIENCE

7 WEEKS

A LIFETIME OF WEALTH

If you're looking for a one-on-one experience so you can accelerate your results and progress - whether you're just starting to build your investment portfolio or you're already dabbling with some investments and need some clarity, guidance, and a strategy, then this program is for you. 

Here’s What You’ll Get When You Sign Up

OPTIMIZED INVESTMENT PORTFOLIO YOU CAN FEEL CONFIDENT ABOUT

You will understand how your money is working for you, what the risks are, and what is most suited for you. After all, you want to be able to sleep at night :)

PRIVATE 1-ON-1 COACHING

A personalized financial assessment and portfolio made for you. 

Whether it's choosing ETFs or individual stocks, you will be provided with all the support you need to be in the right investing mindset that will distinguish you from the chronic losers in the stock market game. 

A SIX-FIGURE (and beyond) PORTFOLIO IN THE MAKING WITH A PEACE OF MIND

Build a solid investment portfolio using the proven and best strategy in the stock markets and rest assure you won't be taking risks you aren't able to handle or understand.

About Michelle

Heyyyyy! I'm Michelle Hung, author and founder of The Sassy Investor. Over the last five years, I've been helping many people of all ages with their investing and financial journey.

As a former investment banker, I've acquired a rich understanding of capital markets and how it all ties in with the average investor. And I'm here to teach you all about what you need to know, so you, too, can get ahead in life and never have to worry about money again.

To date, I've helped people invest over $3 million and save on average over $9,000 per year - and this is only a fraction of what's being tracked.

Happy clients

Sarah C.

Manager, Business & Tech Support

I had no idea fees can be as slow as 0.2%. Crunching the numbers I saw that the following year I saved over $4,400 because of the lower fees.

Michelle helped me really understand how much my bank was taking from my portfolio in fees. She walked me through how easy it was to manage my own portfolio and how low the fees are for ETFs.

Anton I.

Business Application Manager

With my first stock purchase I able to make an $800.00 profit in over 2 months.

Reaching out to the Sassy Investor for advice/help made all the sense in the world.  She help me organized my financial goals through asking various simple questions that made me think what I really wanted.  Any questions I had she answered in terminology that I could understand.

Diana H.

Insurance Broker

...I was able to contribute $10,000 in savings, saw a 20% growth in my portfolio and 2.5% reduction in annual management fees

Most importantly, it gave me the financial freedom and confidence to leave my unhappy relationship, move out and furnish my own place, take up boxing, pursue a designation, and rebuild my happiness.

Session Outline

1

Session 1: Discovery and Outlining Portfolio Goals

Discover and identify what your financial goals are so we can build an investment portfolio around it. You will be provided with tools so you know how much you'll need to allocate for each goal and how to allocate money in general. We will make sure your money is working for you and not just "sitting around" earning nothing!

2

Session 2: Building Your Core Portfolio

Whether you already have a current portfolio of mutual funds, ETFs, or no portfolio at all, you will walk away with a winning portfolio that will put you on track towards the goals you outlined in the previous session. Need a review of your mutual funds statements and how to understand them? Done! This is where you set up the core foundations of a portfolio that will take you to six-figures and beyond and get to understand how professional investment managers build multi-million dollar portfolios for their clients.

3

Session 3: Accounts & Execution

You'll be putting everything to work here, including making your first investment (yay!). We will also be navigating websites together so you know what relevant information to look for, and finally understand what all those acronyms mean (e.g. S&P/TSX, TFSA, RRSP/401K etc.), and how these investment products are structured when presented to you. Everything will start to look familiar! (Can you say, ETF expert in the making?)

4

Session 4: Beyond Your Core with Sectors/Thematics

Here, we will add themes and sectors to your portfolio that align with values and personal interest. Learn how you can support your social causes, earn higher risk-adjusted returns from sectors that interest you (e.g. cryptocurrency, EV, marijuana, etc.).

5

Session 5: Investing in Individual Stocks Part 1: How to Choose Stocks

Learn about the different types of stocks, what to avoid, and how to select winning stocks for your portfolio.

6

Session 6: Investing in Individual Stocks Part 2: Qualitative Analysis

Once you've identified your selection, now we'll be going through the qualitative characteristics of good companies. 

7

Session 7:

Investing in Individual Stocks Part 3: Quantitative Analysis

This is where we look at a few important financial metrics to complement the qualitative analysis. Is the stock overvalued? Learn how to identify whether the stock is overvalued, undervalued, or fairly priced. 

oliver t. | rcmp officer

Since working with Michelle 8 months ago, my portfolio is up over 18%! 

Michelle helped me set up a portfolio that's now on auto-pilot. I love not having to think about it and my money just grows!

Ready to build your six-figure portfolio and beyond?

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. 

i still have questions about this program

Feel free tbook 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. 

Disclaimer: The Sassy Investor does not provide investment advisory services, including stock advice or recommendations. The Sassy Investor is an education platform and financial coaching company engaged in the services of educating and facilitating individuals in the areas of financial planning. Articles, commentaries, presentations, investment plans and other content provided by The Sassy Investor on or through the Website are for illustrative or educational purposes only and do not constitute investment, legal or tax advice, or an offer to buy, sell or hold any security. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.