FAQ
Find clear answers to common investing questions—covering strategies, platforms, and getting started.
1 on 1 Coaching Session
Are you a Licensed Financial Planner or Financial Advisor?
No – I am NOT a licensed Financial Planner/Advisor
How can I pay for the One on One Coaching Session?
We accept Credit Card Payments via Stripe – Don’t worry it’s safe
What is included in the One on One Coaching Session?
1) one-hour live video meeting with me personally where you can ask me all your questions. I will do my utmost to help you and answer your questions; Remember, I am NOT a certified Financial Advisor; this is for educational purposes only
2) A free copy of the latest version of the Ultimate DIY Investing Package (Lifetime Updates NOT Included)
I booked for a One on One Consultation, what happens next?
You will receive a confirmation email with the Date and Time, along with a ZOOM Invite. If you did not receive it, it probably went to your Junk/Spam Folder. Any further issues, contact us: investinpassiveincome@gmail.
I booked for a One on One Coaching Session, what should I prepare prior to the meeting?
You can prepare a list of questions you might have and a description of your current situation and send it to us in advance via email: investinpassiveincome@gmail.com. The more info you provide before the meeting, the better. It can help save on time
I invest on the American Stock Market, can I still book a One on One Coaching Session?
Yes, you can, I also have extensive knowledge of the U.S. Stock Market, but remember that I do not have knowledge on the types of investing accounts or tax knowledge in the U.S.
Ultimate DIY Investing Package
What does the Ultimate DIY Investing Package include?
This Digital Product is the result of years of my own research in hunting down the Best Stocks and Funds in order to build a Portfolio for the 3 main Investing Strategies: Growth, Dividend & Income
See Details and video showcasing the entire product here: https://passiveincomeinvesting.ca/product/ultimate-diy-investing-package/
I bought and paid for the Package, what’s next?
You will receive an email with instructions on how/where to download the product. Once purchased, you can immediately download the package directly in My Account -> Downloads
I bought and paid for the Package, what happens if you come out with an updated version?
You will be able to download the updated version for free, as the Product includes lifetime updates. When a new version comes out, you will be able to downloaded it at the exact same spot: My Account -> Downloads
I’m American, can I still buy the Digital Product and is it worth it?
Yes, you can as it has U.S. listed funds as well and U.S Sample Portfolios. It does include less U.S. Listed ETFs than Canadian Listed ETFs (since there are more Canadian Covered Call ETFs) but there are more U.S. Listed Closed-end Funds and the same exact number of sample portfolios. Also, the Product is priced in Canadian Dollars, so you automatically get a discount due to currency conversion. Details here: https://passiveincomeinvesting.ca/product/ultimate-diy-investing-package/
General
What is your Investing Strategy and Philosophy?
The Passive Income Investing (PII) Strategy focuses on a Long-Term BUY and HOLD, Income-Oriented Strategy. The goal is to achieve a High Level of Consistent & Sustainable Passive Income while being Diversified. We focus on Yield Enhancing Strategies like Covered Calls and/or Modest Leverage (within the ETF itself). The Priority is both Income & Total Returns. The Initial goal is to become Financially Independent as quickly as possible granting you freedom from the 9-5 rat race. This Strategy allows you sleep well at night as you won’t be dependent on the short term movements of the Stock Market