Investment Course
The Canadian Investing Course That Actually Gets You Invested
A step-by-step investing course built for Canadians who want to stop overthinking and take action. Learn to build a low-cost ETF portfolio inside your TFSA, RRSP, and FHSA — and keep it on track for 30+ years. Includes 100+ lessons, brokerage walkthroughs, retirement drawdown strategies, 24/7 AI course support, and direct 1-on-1 chat coaching with me to talk through your situation. Lifetime access. No hype, no high fees — just a clear path from confused to confidently invested.
What's Included
This Course Is For You If...
- You're a Canadian who wants to manage your own investments instead of paying 1–2% a year to someone else
- You've been 'meaning to start investing' for months or years and you're ready to actually do it
- You already invest, but you're not sure if you're doing it right (XEQT? VGRO? Both? Neither?)
- You want someone to talk to when things get scary, not just a video to watch
This Course Is NOT For You If...
- You want stock picks, day-trading strategies, or options plays
- You're looking for get-rich-quick promises
- You think a 7% average annual return sounds boring (it's how Sarah ended up with $691,000 instead of Ben's $208,000 — Module 2 covers it)
- You'd rather pay an advisor 1.5% a year to handle this for you (totally valid — this course just isn't for you)
Course Curriculum
- Disclaimer
- Module 1: Introduction & Roadmap
- Module 2: Two Key Concepts
- Module 3: The True Cost of "Help": Calculating the Impact of Fees
- Module 4: What Are You Actually Buying?
- Module 5: Active vs Passive Investing
- Module 6: The Canadian Investor's Toolkit: Types of Accounts
- Module 7 - Risk Capacity
- Module 8: Risk Tolerance
- Module 9: Risk Need
- Module 10: Building Your Savings Muscle 💪
- Module 11: Interest Income
- Module 12: Canadian Dividends
- Module 13: Foreign Dividends
- Module 14: Capital Gains/Losses
- Module 15: ETF Distributions
- Module 16: Advanced Tax Strategies
- Module 17: Should You Break Up With Your Current Investments?
- Module 18: Where to Open Your Account
- Module 19: The Easiest Path: All-in-One ETFs
- Module 20: Building Your Own ETF Portfolio
- Module 21: The "Too Many Baskets" Pitfall: Overlapping ETFs
- Module 22: How to Actually Buy Your First ETF
- Module 23: The Hardest Part: Staying the Course
- Module 24: Maintaining Your Portfolio
- Module 25: How Much Can You Spend?
- Module 26: Creating Your Retirement Pay Cheque
- Module 27: Tax-Efficient Withdrawals for Canadian Retirees
- Module 28: Your Journey As An Investor
- Glossary of Key Terms
- Frequently Asked Questions
Testimonials
Sheldon L.
Owner of ETF Investing For Canadians FB Group
"An excellent course for investors of all levels. Beginners will finish feeling confident building a diversified portfolio, while experienced investors will still gain valuable insights and tools. It delivers more practical, high-value information than many courses that cost thousands of dollars. Highly recommended."
30-Day Money-Back Guarantee
If you're not completely happy with this course, we offer a 30 day money back gaurantee!
About This Course
A step-by-step investing course built for Canadians who want to stop overthinking and take action. Learn to build a low-cost ETF portfolio inside your TFSA, RRSP, and FHSA — and keep it on track for 30+ years. Includes 100+ lessons, brokerage walkthroughs, retirement drawdown strategies, 24/7 AI course support, and direct 1-on-1 chat coaching with me to talk through your situation. Lifetime access. No hype, no high fees — just a clear path from confused to confidently invested.