Are you a financial advisor/broker?
NO! We don’t manage your money or give you advice. Instead, we provide research and coaching that teaches you how to invest your money according to your values. This approach saves you money and lets us help more people.
Is there a risk to investing?
YES! The financial market goes up and down regularly. We will limit your risk by diversifying your investments, but there is always the risk of a market crash. Understanding that risk is part of your education.
How quickly should I expect to hear back?
We’ll do our best. Please allow 2-3 business days for a reply to your email or request to book a free consultation.
Do I need to be in Toronto to work with you?
NO! We are set up to meet with clients over Skype or telephone. That means we can work with clients across Canada and around the world.
Will I need to watch the stock market every day?
NO! We’re not day-traders, we’re decade-traders. Clients typically rebalance their portfolios once or twice per year and will only make structural changes every 5-10 years.
I don’t have very much money, can I still do this?
YES! Our starter investment plan is great for people who have less than $35,000 to invest. Additionally, our sliding scale price system makes it affordable no matter how much you’re investing. Check out our pricing.
I’m bad at money. Is this for me?
YES! Most clients know little-to-nothing about investing when they start. We never learned about it in school. We make learning about investing fun and interesting by connecting it to issues you care about.
I want to invest using a TFSA, RRSP, RESP, RDSP. Can you help?
YES! Our investment plans are eligible for these registered accounts. We’ll help you decide which accounts make the most sense for you.
I want to divest from fossil fuels. Can you help?
YES! You can exclude whichever companies/sectors you want, including fossil fuels.