You’ve got savings and aspirations, but now it’s time to make your money work, grow, and give you the freedom to dream a little bigger
Change Your Finances, Change Your Life
Learn How
Does the whole investing world feel like a maze designed by someone with a twisted sense of humor?
Stocks, RRSPs, TFSAs…it’s like they’re speaking another language
Let me guess, you’ve got:
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A TFSA account that’s sitting stagnant and not funding a down payment on your forever home
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A spirited little one who’s going to want to explore the world (or, let’s be honest, go to college)
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Parents inching into their golden years who need a little more support every day
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A mood board full of photos of the Italian coast that you scroll through while sipping a glass of wine
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Dreams of slipping off into an early retirement without missing out on life
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The nagging feeling that your finances should be working harder for you and your future
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Fears of making the wrong investment decision and losing hard-earned money
Here's the deal
Stashing away cash for a rainy day or relying on basic interest to grow your wealth doesn’t cut it anymore
But scrolling through countless finance articles, asking your uncle - ‘a self-proclaimed finance pro’ - for advice, and downloading investment apps only to abandon them out of frustration?
That’s not the way forward either.
Introducing
The New Investor’s Playbook
A self-paced personal investing course for aspiring wealth builders
With a blend of easy-to-follow pre-recorded lessons and helpful quizzes, you’ll learn how to create an investing portfolio that grows with you, use tax strategies to your advantage, make informed money decisions, and kickstart your journey to financial freedom.
All this for only $249!
Here’s what you’ll learn in this personal investing course
Module 1
Investing Foundations
We’ll start with a bang by showing you why investing beats saving any day and how to figure out the right amount to invest for your lifestyle. It’s all about building a worry-free financial foundation that boosts your money while you rest easy.
Module 2
Building Blocks
Next, we’ll tackle financial jargon head-on by simplifying the world of stocks, bonds, mutual funds, and EFTs. You’ll get a clear understanding of the different assets at your fingertips and which options are the best fit for building your wealth.
Module 3
Risk and Rebalancing
Dive into the heart of smart investing by learning how to balance risk and reward to align with your evolving life stages. Learn the ins and outs of asset allocation so you can fine-tune your strategy and maximize your financial growth on your terms.
Module 4
Tackling Taxes
Let’s jump into the nitty-gritty of investment taxes from capital gains to dividend income, and show you how RRSPs, TFSAs, and other smart accounts are your best friends in growing your wealth even when tax season rolls around.
Module 5
Investment Action Plan
It’s time to tie it all up. This module is your hands-on guide to picking the perfect time to invest, creating a balanced portfolio, and automating your investments. Plus, you’ll learn how to avoid investment missteps so you can create a financial future full of freedom.
Limited Time Bonuses
BONUS ONE
The Expense Eliminator
(a $97 value)
A comprehensive guide designed to help you identify and eliminate unnecessary expenses.
BONUS TWO
The Investing Checklist
(a $97 value)
An essential guide that provides a clear roadmap to building and managing a successful investing portfolio.
BONUS THREE
The Account Flowchart
(a $197 value)
A user friendly flow-chart designed to guide you in selecting the perfect accounts to optimize your investments based on your unique situation.
When you add it all up that's a grand total of $797
But, when you enroll today you can access the Playbook for just...
By the end of this personal investing course, you’ll…
01
Have an individualized plan on what to do with your finances to grow your wealth.
02
Feel confident making investment decisions based on your lifestyle and goals.
03
Understand investing strategies without getting lost in confusing financial jargon.
04
Transform your idle savings into growing wealth for your family’s present, future, and big dreams.
05
Fund the invention of time travel so you can go back in time and start investing even earlier.
06
Never, ever utter the words, ‘Investing is just wayyy too confusing for me!’ again.
You don’t need thousands of dollars before your money can make more money
Learn wealth-building strategies from an expert who’s been in your shoes
Hi there, I’m Mel a Chartered Professional Accountant in the financial industry. The truth is though, I wasn’t always money-savvy.
Before becoming an accountant, I made all the classic money mistakes – splurging on nights out, living off credit cards, and not giving a second thought to investing.
But here’s what I learned after entering the finance world: Taking control of your finances isn’t just about crunching numbers. It’s about gaining the freedom to live life on your terms without the stress of financial uncertainty.
Travel to Europe? Check.
Navigate emergencies? No problem.
Buy your dream home? You bet.
Protect your family? Always.
Except personal financing, budgeting, and investing aren’t exactly taught in school. And those supposed ‘finance experts’? They often make it sound way more complicated than it needs to be.
That’s exactly why I created The New Investor’s Playbook – to break personal investing down, strip away the jargon, and give you strategies to help you confidently take charge of your financial future.
You know the old saying, ‘time is money’?
With personal investing, it’s less about how much you invest and more about
Start your personal investing journey today and watch your wealth flourish for your future.
Answers To All Your Questions
How long do I have access to the course?
How long will the course take to complete?
How quickly will this course make me money?
I don’t have $1000 to invest, is this course still right for me?
I have debt, should I invest now?
I’m not Canadian, is this course still right for me?
Can’t I just hire a financial advisor instead of investing myself?
Personal investing is key to turning your savings into
unforgettable family adventures, funded university dreams, or an early retirement that defies expectations
Ready to take the leap into financial freedom and boundless opportunities?
If you're not happy, I am not happy. For any reason whatsoever, if you want your money back you can get it because I only want to keep your money if you're happy.
