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Your Portfolio Should Be Worth $143,000 More. 
Here's Why It Isn't.

 
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Shocking... what you just learnt isn't it?


If you watched the full training, you now know something most investors don't:

Your portfolio is probably leaving tens of thousands.. possibly hundreds of thousands of dollars on the table.

Not because you're doing anything "wrong." But because of three silent wealth killers that compound year after year:

💰 Hidden fees draining $109,000+ over 20 years
🤯 Inappropriate allocation costing $74,000-$175,000 in missed growth
đź«Ł Tax inefficiency giving away $40,000-$60,000 to the CRA unnecessarily

And here's the thing that probably hit you hardest while watching:

You can't get those years back.

But Knowing Isn't Enough

Here's What Most Women Do Next (And Why It Doesn't Work)

Try to figure it out yourself

You spend hours Googling. You read all the best selling personal finance books. You watch more YouTube videos. You compare ETFs. You try to calculate your real fees.

Different experts, different advice - you wonder why can't they all just agree on one thing? You second-guess every decision.

Six months later, you're more confused than when you started, and you still haven't made any changes.

Your portfolio? Still bleeding money.

Ask your financial advisor

If you even have one. And if you do, you're probably paying them 1-2%+ in fees to give you generic advice and put you in their preferred mutual funds.

Will they tell you you're overpaying? Probably not.

Will they optimize your TFSA vs RRSP strategy? Maybe. If you know to ask.

Will they care as much about your $150K portfolio as they do about their $2M client? You already know the answer.

Do nothing & hope it works out

The easiest option. Just... keep doing what you're doing.

But now you KNOW. You can't un-know what you just learned.

Every month that passes, you'll wonder: "Am I still making those mistakes? How much is this actually costing ME?"

And the answer is: About $273 per week.

That's the average cost of delaying portfolio optimization.

Luckily, there's a fourth (wiser) option...

Get a professional, comprehensive analysis of your specific portfolio

With personalized recommendations you can actually implement
Without paying ongoing advisor fees or spending months trying to figure it out yourself

Everything You Get Inside

$729 USD ~ $1,000 CAD

One time fee, lifetime benefits

  • Your complete fee structure - Every single fee you're paying, including the ones hiding in your mutual fund MERs. I'll show you exactly how much these fees will cost you over 10, 20, 30 years... and what lower-cost alternatives exist.

  •  Your asset allocation - Is it right for your age, risk tolerance, and goals? I'll show you what optimal allocation looks like for YOUR situation.

  •  "Lazybones" investing strategy - I'll show you simple, set-it-and-forget-it portfolio approaches that don't require hours of research or active management. Whether you want a two-fund or three-fund portfolio, I'll help you choose based on how hands-on (or hands-off) you want to be.

  •  Tax optimization strategy - TFSA vs RRSP contribution priority, asset location, tax-loss harvesting opportunities. I'll create a personalized roadmap for minimizing taxes on your investments.

  •  ETF recommendations - Specific ETF suggestions for each asset class in your portfolio, with explanations of why they're suitable.

  •  Performance analysis - How has your portfolio actually performed versus relevant benchmarks? Real performance isn't just about seeing positive returns - it's about knowing how your portfolio stacks up against the broader market.

  •  Portfolio Analyzer Tool training - I'll show you how to use my custom Portfolio Analyzer Tool to monitor your allocation, track performance, and make adjustments moving forward.

  •  Personalized action plan - Step-by-step instructions you can implement yourself. Cost effective options that are lazy or really lazy depending on how involved you want to be. No complex strategies. Just clear, actionable recommendations.

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And Before You Ask, Here's My Promise To You


If you invest in this Portfolio Audit today, I will personally analyze every detail of your portfolio.

I'll find every fee, every allocation issue, every tax inefficiency.

I'll give you step-by-step recommendations that are so clear, you'll know exactly what to do next.

And if I don't find at least $5,000 in potential lifetime savings opportunities, I'll refund every penny.

You literally cannot lose. Either you discover how to save $40,000-$200,000+ over your lifetime... Or you get your money back. The only way you lose is by doing nothing.

Hear from women who discovered over $40 million in future retirement savings!

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Still got questions? I've got you covered!

Your Wealthy Woman Era Starts Now

Not tomorrow.
Not next month. 
Not "when you're ready."

Now.

Because here's what I believe with every fiber of my being:

Good things happen in this world when more women have control of their own money.

And optimizing your portfolio? That's you taking control.

It would be an honour to help you.

Click the button below. Invest in your financial future. Get your Portfolio Audit & Strategy Session today.

Your future self is counting on you to make this decision today

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