Exclusive training for Canadian investors
Is Your Portfolio Costing You $143,000+ in Lost Wealth?
Watch this free training to discover the 3 hidden mistakes that are silently draining your retirement savings (and exactly how to fix them)
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In this 20 minute video, you will learn...
The 3 Blind Spots Costing You $40,000-$200,000+ Over Your Lifetime
The Real Math Behind Why "Small" Fees Aren't Small At All
How Being in the "Safe" Portfolio at the Wrong Age Can Cost You $74,000-$175,000 in Lost Growth
Most women only discover these mistakes when it's too late. They retire and realize their portfolio should be worth A LOT more. They finally look at the fees and see they've paid $150,000 over their career. They talk to a friend who invested the same amount but has twice as much because they optimized early.Â
Don't be that woman.
Few minutes today could change your entire financial future
Hi I am Michelle, and here's why you should listen to me!Â
I'm a Chartered Professional Accountant who's analyzed over 500 investment portfolios for Canadian women in the last 3 years.
Through this work, my clients have discovered over $40 million in future retirement assets they didn't know they had.
I left corporate finance after 20 years because I was tired of watching the traditional banking model fail investors with high-fee mutual funds and mediocre returns.
Now I help women take control of their investments without relying on expensive advisors who may or may not have their best interests at heart.
In this training, I'll show you exactly what I look for when analyzing a portfolio and how to spot the costly mistakes most investors miss.
Make more of every dollar you invest
Most women spend their lives depending on someone else to handle their money — their father, their husband, their advisor. But if you don't understand what's happening in your own portfolio, you're just hoping someone else has your best interests at heart.
This training is about taking back control. Because good things happen when women have their own money and know exactly what to do with it.