Take Control of Your Money

Become a successful do-it-yourself investor today and save tens of thousands of dollars in fees over your lifetime with a simple, hands-off investing approach.

A Simple DIY Investing Solution 

Introducing DIY Investing Made Easy, an investing course that shows you the exact steps needed to open your own self-directed investing account, fund the account with new contributions, transfer over your existing (expensive!) mutual fund accounts, and how to buy an all-in-one ETF that can reduce your investment fees by up to 90% or more. Yes, you can do all of this without the need to manage or monitor your investments on a regular basis.

DIY Investing Made Easy

As an advice-only financial planner, I've helped hundreds of clients make the transition from expensive mutual funds, or an undisciplined stock portfolio, to a successful DIY investing approach using a single, risk appropriate, all-in-one ETF.

What You'll Get From This Investing Series

Canadian investors are slowly coming to the realization that they're paying sky-high fees for their investments, while in many cases getting little to no advice (other than a phone call once a year at RRSP season!). It's frustrating, but making a change can feel like it's almost too stressful to bother with.

In fact, most people just end up putting it off and regretting it later because the process seems daunting.

But by the time you've built up, say, a $500,000 investment portfolio, that 2% MER on your mutual funds is costing you $10,000 per year (or $20,000 on a $1M portfolio).

But YOU are not like most people. That’s why you’re here and taking action.

This DIY investing course is going to be your personal guide helping you set up your own self-directed investment portfolio, and ditch those expensive mutual funds with no stress involved.

It will be like me sitting in your living room guiding you through all of the steps to become a successful DIY investor, including how to buy an ETF and how to transfer those existing (and expensive!) mutual funds so you can slash your fees by up to 90% or more.

Together we'll cover:

  • Why investing has been solved with low cost index funds
  • Why investing complexity has been solved by using a single, risk appropriate asset allocation ETF
  • How to set up your own self-managed account and start investing on your own using a single, globally diversified ETF

So Here's the Deal This investing course includes:

  • An introduction to DIY investing and how you can save up to 90% or more in fees by switching to an all-in-one ETF
  • How to select the appropriate asset allocation (the mix between stocks and bonds) and choose the right asset allocation ETF
  • Which discount brokerage platform to choose (and why)
  • A four-part series on how to open an account, fund your account with new contributions, how to transfer your existing accounts to your self-directed account, and how to buy an ETF
  • Video demonstrations for RBC Direct Investing, TD Direct Investing, Questrade, and Wealthsimple Trade (more platforms to be added soon)

Wrapping Up

It’s never been easier to be a successful DIY investor than it is today. That’s because new one-stop investing solutions like asset allocation ETFs have taken the complexity out of building and maintaining a portfolio. They’ll also save you a bundle on fees. Where most mutual fund portfolios charge an average of 2%, you’ll pay 1/10th of that with an asset allocation ETF.

Here's what you'll do:

  • Reduce the investment fees that you pay
  • Diversify your portfolio into an appropriate mix of global stocks and bonds
  • Simplify your investments by holding an all-in-one asset allocation ETF that automatically rebalances
  • Stick with your investment strategy for the long term

Ready to Get Started?

Get started today with no risk thanks to a 30-day money back guarantee. I'm so confident in this approach that if for any reason you’re not completely satisfied, just reach out and I’ll refund your entire purchase with no questions asked.