Want to Learn About Stocks, Bonds, Mutual Funds, ETFs?
I work full time as a certified financial planner (CFP) having worked for some of the largest credit unions (Coast Capital) and banks (BMO) in Canada the past 12 years. Day to day, I still manage my own portfolio of investment clients, but my real passion is helping people to do it themselves and giving them tools to grow their own wealth.
Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime
What I am offering are hourly lessons via the Internet: SKYPE, Zoom Meetings, Whatsapp, or whatever medium of your preference as I am based out of Vancouver, BC.
My true passion is giving others the tools to save and invest wisely so they don't have "grind" it out until retirement. A lot more people these days are talking about passive income/side hussles vs. retirement income and planning. Lessons are $60/hour. We can go with the pre-made lesson plans or cover specific areas you're particularly interested in.
Lesson plans can include but are not limited to teaching you how to pick out the right stocks (dividend & growth) using time tested principals, so that you increase your odds of making money over the long run, and even potentially beat the index. THIS IS NOT A GET RICH OVERNIGHT SCHEME.
If you're mainly an ETF investor, I'll show you how you to sift through the hundreds of ETFs in the marketplace and the various robo-advisors.
If you want to better understand mutual funds, I'll give you some practical ways to reduce fees and increase your returns. Most mutual funds are mediocre at best and charge high commissions. This advice alone could save you a few hundred dollars a year.
do NOT contact me with unsolicited services or offers