Q: Are you a Licensed Financial Planner or Financial Advisor?
A: No – This is a friendly chat between friends about Lifestyle. I am NOT a licensed Financial Planner/Advisor.
Q: What determines the cost of the 1 on 1 consultation
A: Supply and Demand – The consultation usually lasts one hour. In addition, any follow-up questions you have will be answered as well.
Q: How can I pay for the One on One Consultation?
A: We do accept Interac E Transfers (Canada) and PayPal. Payment Instructions are at the Checkout Page and will be sent via email once you book your 1 on 1
Q: What is included in the One on One Consultation?
1) one-hour live video meeting with me personally where you can ask me all your questions and talk about your overall situation and goals. I will do my utmost to help you and answer your questions
2) The audio recording of the meeting itself
3) A free copy of the latest version of the Ultimate DIY Investing Package
Q: I booked for a One on One Consultation, what happens next?
A: You will receive a confirmation email with the Date and Time, along with Payment Instructions. Note that the time is in the EST Time zone. The meeting will be facilitated using ZOOM. The Zoom invite will be sent to your email. If you do not receive it, please check your JUNK mail. If you still cannot find it email us ASAP@ firstname.lastname@example.org
Q: I booked and paid for a One on One Video Consultation, what should I prepare prior to the meeting?
A: You can prepare a list of questions you might have and a description of your current situation via email (email@example.com) beforehand. The more info you provide before the meeting, the easier it will be for me to help you
Q: I’m a U.S. Citizen, can I still book a One on One Consultation?
A: Yes, you can
Q: How do I book a One on One Consultation
A: On the home page of this website, you will see a calendar with the available booking time slots and dates. Please note the time zone is EST
Q: Why can’t I access the links in the Ultimate Dividend Passive Income Investing Package.
A: The Package comprises of 7 Excel Worksheets. Please ensure you click on “Enable” at the top centre and try the links again. Additionally, the links works best on Chrome browser. Download the browser for free and try the links again.
Q: What does the Ultimate Dividend Passive Income Investing Package include?
A: 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 Dividend Income Portfolio:
Q: I bought and paid for the Package, what’s next?
A: You will receive an email with instructions on how/where to download the product. Once purchased (and Paid for) you can immediately download the package directly in My Account -> Downloads
Q: I bought and paid for the Package, what happens if you come out with an updated version?
A: Don’t worry, you will be able to download the updated version for free, as the Product includes lifetime updates. You only need to buy it once 🙂. When a newer version comes out, you will be able to downloaded it at the exact same spot as the previous version My Account -> Download
Q: I’m a U.S. Citizen, can I still buy the Digital Product and is it worth it?
A: Yes, you can as it has U.S. listed funds as well and U.S Sample Portfolios. Details here: https://passiveincomeinvesting.ca/product/ultimate-diy-investing-package/
Q: Where can I purchase The Ultimate Dividend Passive Income Investing Package
A: Link to purchase the package here
Q: What is your Investing Strategy and Philosophy?
A: The Passive Income Investing Strategy focuses on a LONG TERM, BUY and HOLD, Dividend (Income) Strategy. The goal is to invest in order to achieve a High Level of Safe, and Sustainable Passive Income while being Diversified in terms of Sector and Region. We focus on Yield Enhancing Strategies like Covered Calls and Leverage, which Prioritize INCOME rather than Share Price GROWTH. The goal is to gradually increase your Passive Income until you become Financial Independent like us. Live on the Interest and Never touch the Capital + sleep well at night as this Strategy is not dependent on Share Prices like the Growth Strategy is.
Q: Where can I learn more about your background and FIRE journey?
A: You can learn more about us here: