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Investment Coaching


Investment coaching is a unique offering that you won't find just anywhere. It's hard to get unbiased help with your investments and even harder to find someone who can answer all your investing questions. As a long-time investor who worked in investment management for 15 years and has managed their own money since the age of 23, I have a wealth of technical knowledge and practical experience. I'm also really good at using plain language, explaining financial terms, and making investing simple.

Investment coaching is a good option for you if:

  • You want to learn about investing and are overwhelmed by all of the information out there.

  • You would like to start managing your own investments and need education, guidance, and support. 

  • You are a do-it-yourself investor and want some reassurance that you're doing the right things.

  • You work with a financial advisor but you don't understand the lingo - you'd like to be better informed when having conversations with them.

I offer customized packages depending on your knowledge level and what you need. If you are a total beginner who wants to manage their own money, you will probably need the full package, which costs $800+HST. If you just need me to review what investments you have as a do-it-yourself investor and discuss it with you, you might just need an hour of time, for which I charge $150+HST. Or you might be somewhere in between. No matter where you are at and what you want to accomplish, I will provide you with a price before we start our work together and a clear outline of what you can expect. 

It's important to understand what an investment coach is and isn't. I don't provide advice on what specific investments you should own. I can't tell you whether a particular stock is a "buy" or a "sell". I don't teach people how to pick stocks and I don't engage in fancy financial footwork. I do provide investment education. I do give guidance on how to choose a broker, how to transfer accounts and how to place trades. And I do help people figure out what ETFs make sense for them, as my focus is on passive investing.

Get in touch with me and we can talk about it.

Price: $150+HST per hour or a package price.

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