Services - Knowledge is Power
Investment Coaching
Designing Your Financial Path
Investment Coaching
- Evidence overwhelmingly demonstrates that most professional money managers don't consistently outperform the market.
- Low-cost and broad-based market index funds enable do-it-yourself investors to capture market returns with minimal effort.
- Capital Perspectives can provide the information and coaching support you need to make the right moves and take control of your saving and investment goals. This service can include coaching on how to sign up for an investment platform and how to construct a portfolio of low-cost ETFs. This service is based on providing evidence-based information and education and does not constitute financial advice.
Price: $150 +HST per hour for the first hour
$100+HST per hour for subsequent sessions
Portfolio Reviews
Designing Your Financial Path
Investment Coaching
- Whether you are already a DIY investor, or work with an advisor, it can help to have an objective view of your investment results, asset allocation mix, geographic diversification and the fees you pay.
- This service includes one-on-one meeting time (1-2 hours) to review portfolio components and provide a written report (usually available within 4-5 business days) providing an assessment of historical investment performance, current allocation mix and diversification, the fees you are paying, as well as possible considerations for the next steps in your investment path.
Cost: $450 (plus HST)
Designing Your Financial Path
Designing Your Financial Path
Designing Your Financial Path
- No one should care more - or know more - about your money than you do.
- Financial literacy means that you have the knowledge and discipline to make informed decisions about your finances and establish a realistic path to achieving your saving and investment goals.
- I have conducted financial literacy workshops for CPA Canada and have helped clients develop family budgets, establish savings goals and design their individual investing path.
- This interactive service is based on a thorough review of your current situation and long-term goals to provide a multi-year overview of your financial path. As each situation is unique, this service is provides a customized approach based on a one hour introductory meeting, followed by an extensive report (generally available within 10 business days) that outlines your financial path including budgeting, saving, investing, debt and retirement considerations, supported by multi-year milestones and benchmarks.
Cost: $1,000 per person and $1,500 per couple (plus HST)
