course & services

The Simply Investing Course

The Simply Investing Course consists of:

• a 3.5 hour (private or group) session with me, see the course outline here
• the Simply Investing workbook which contains my presentation, reference material, and quick start guide
• membership to the Simply Investing newsgroup, where you will find support from fellow investors like yourself
• continuing support from me via the Simply Investing newsgroup

COST:
Private Course: $299 per individual
Scheduled Group Course: $249 per individual

Register with one or more friends and you each get 10% off.

Customized Individual Consultations

I also provide individual assistance on an as-needed basis, for issues such as:

• setting up accounts
• how-to-place orders
• how to implement and organize a portfolio tracking system
• phone consultations

COST:
$100/hour, please contact me and I will provide an exact quote based on your needs.

Customized Corporate & Group Lectures

I am available for corporate and private group lectures to teach my Simply Investing Course.

COST:
Cost based on location and number of attendees. Please contact me for a quote.

Taxes included in all prices listed above.

A portion of all proceeds donated to ACE; a national not-for-profit organization called Advancing Canadian Entrepreneurship.

My Track Record

Course Content