Become a Do-It-Yourself Investor
Managing your own investments isn't as hard as you might think. Yes, it requires some up-front work but once you learn what you need to know and get set up, it's really straight-forward.
I teach people how to invest for themselves using the online platform of their choice. I focus on teaching about exchange-traded funds and how to build a very simple but effective portfolio that requires little maintenance.
In our sessions together, I'll teach you about asset allocation, ETFs and mutual funds, and help you understand the ups and downs of the stock market and how to minimize risk. I will guide you in the account opening process, show you how to choose your investments, and help you place your first trades. The goal is to leave you feeling totally confident in what you're doing with the goal of growing your savings and keeping your fees at rock-bottom levels.
This package includes:
Three one-hour sessions.
Homework for you in between.
Guidance on where to get the best information and learning tools.
A spreadsheet for tracking your net worth and your portfolio.
Unlimited emails between sessions to ask questions.
Cost: $700 (plus HST)