Q: Why is the One on One consultation $275?
A: The consultation usually lasts one hour and includes a portfolio tailored to your needs and goals provided within 24-72 hours of the consultation. In addition, any follow-up questions you have will be answered as well. Keep in mind this is a 1 on 1 service, so $275 is quite low for this quality service/advice
Q: Is PayPal the only way to pay for the One on One Consultation?
A: We do accept Interac E Transfers (Canada) in case you don’t use PayPal. Payment Instructions will be sent via email once you book your 1 on1 .
Q: What is included in the One on One Consultation?
1) A one-hour live video meeting with me personally where you can ask me all your questions and talk about your overall financial situation and investing goals. I will do my utmost to help you and answer your questions
2) A Portfolio tailored to your needs and goals within 3 Business days of the consultation (or sooner)
3) The audio recording of the meeting itself
4) A free copy of the latest version of the Ultimate DIY Investing Package
Q: I booked for a One on One Video 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@ email@example.com
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. In addition, feel free to send us your existing portfolio (if any) via email (firstname.lastname@example.org) beforehand. You can also give us a brief description of your financial situation overall and your investing goals. 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, I am aware of many U.S. listed Stocks and Funds that are focused on Passive Income, so I can certainly help you to build a Portfolio; However my knowledge in terms of U.S. Investing Broker Accounts or Taxes is limited
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 center 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:
75+ Income Funds (Closed-end Funds)
25 High-Yield Split Share Funds
30+ Canadian, High Income Single REIT’s & Stocks
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 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 Call ETFs, 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: