Congratulations – You have officially pre-ordered Zero to Portfolio, Intermediate Edition!

You can expect your course no later than Thursday, March 31, 2016 which is in:

  • 00Days
  • 00Hours
  • 00Minutes
  • 00Seconds

What Can You Expect?

Introduction To Asset Classes

A deep dive into the primary asset classes: cash, bonds and stocks, along with a discussion of secondary asset classes such as oil, gold, real estate, and shoes. (ok, just kidding on that last one! ). This first module includes lessons on two of the most important concepts in investing: compound interest and asset allocation.

Mutual Funds vs. ETFs

If you are going to invest in mutual funds, there is probably not a worse country you could choose than Canada. Bring a flashlight, because we are going to walk through the dark side of the industry. But also grab some sunglasses, as there is some serious light at the end of the tunnel.


In this module, we will examine the account options available to Canadian investors.  While the discussion will primarily be a comparison of the TFSA and RRSP accounts, there are details on cash, margin, RESP and RRIF accounts. No stone account left unturned!

Opening Your Investment Account

Watch over my shoulder as we navigate to Questrade, one of Canada’s leading online brokerage firms, and open a Tax Free Savings Account (TFSA). I will take you step-by-step through the account opening process, until—in just 20-30 minutes—you have your account open!

Monitoring and Tracking Your Portfolio

You’ve opened your account, bought your ETFs, and moved on with your incredible life—now what? Let me show you the tools to set up from the start, so checking the important stats takes only a few minutes.  Oh, and we are going to go line by line through an account statement.

And, of course, the monthly Q&A calls and budget blueprint bonuses listed on the registration page! 


You can expect to hear from me periodically over the next 6-8 weeks,
but if for any reason you need to reach me, end a note to and I will reply within 24 hours.


I am so excited to be creating and recording Zero to Portfolio: Intermediate Edition for you, and am confident the course is going to be everything you expect—and more.

Congratulations on taking this step in your investing journey.