Investing Confidence Accelerator : Elite

Who This Program Is For

• Beginners who want to start investing but don’t know where to begin

• People who are already investing but want clarity & confidence

• Anyone overwhelmed by so much advice online

• You want a structured and personalized long-term plan for building wealth

• You want direct support and accountability from someone who’s already done it and is doing it!

A 6-week experience to get you invested and confident.

Module 1: Defining Your Financial Freedom

• Discover what financial freedom really means for you

• Set clear personal goals and priorities

• Understand how investing fits into your bigger picture

Module 2: Setting Up Your Accounts & Tools

• Step-by-step setup of your investment accounts (TFSA, RRSP, etc.)

• Learn the tools and trackers you need to start confidently

• Prepare for a smooth, stress-free investing journey

Module 3: Foundations of Investing

• Learn key investing concepts in plain language

• Understand risk, diversification, and compounding

• Build a simple, repeatable strategy for long-term growth

Module 4: Next-Level Investing Strategies

• Go deeper into ETFs, index funds, and stocks

• Learn how to balance risk and reward

• Explore strategies to grow your portfolio over time

Module 5: Building Your Portfolio Together

• Hands-on session: create your first portfolio

• Apply strategies learned in a guided, interactive way

• Receive personalized feedback and support

Module 6: Staying on Track & Planning for the Future

• Set up your long-term investment plan

• Learn how to review and adjust your portfolio

• Strategies to stay disciplined, consistent, and confident

Program Details: What You Get

Classic — $500 CAD $350 for Early Access

• 4 private 1-hour sessions

• Lifetime access to all resources

• Personalized portfolio feedback & strategy review

• Investing templates, trackers, calculators, worksheets

• Weekly office hours & Q&A

• Private community

Elite — $700 CAD $550 for Early Access
Everything in Classic, PLUS:

• Full access to all digital products

• 1-year access to me (quarterly check-ins)

FAQ

• “I don’t know anything about investing. Is this for me?” Yes this program is designed for beginners and those who want to gain confidence.

• “I’m scared I’ll make mistakes, will you help?” Absolutely, the coaching sessions and templates guide you step by step.

• “What if I miss a session?” Recordings will be available, and you can book a makeup session for private guidance.

• “Do I need a lot of money to start?” No, the program focuses on building a strategy that works for your budget.