The Ultimate DIY Investing Package v7 (Free Lifetime Updates)
*If purchased online, the link to download the Ultimate DIY Investing Package will be in My Account->Downloads. You can re-download it anytime.
$149.00

Product Details
This Product was designed to save DIY investors countless hours of researching the best funds to build a portfolio without the need of “stock picking” individual companies.
Because of the recent popularity and sheer amount of ETFs & Closed-end Funds available, investing in individual companies (stocks) is no longer necessary for the average investor.
Whether its Growth, Income or Dividend Growth: This product will assist DIY Investors who invest in the Canadian (TSX) or U.S. (NYSE / NASDAQ) Stock Market to build their own portfolio according to their Investing objectives and style. Sample Portfolios tailored to different investing goals included!
Please watch the video above for a Full Product Showcase
Package includes:
Tab 0 – Knowledge Base
Tab 1 – Sample Portfolios – Canada
Tab 2 – Covered Call ETF Guide – CAD
Tab 3 – Sample Portfolios – U.S.A
Tab 4 – Covered Call ETFs Guide – U.S.A
Tab 5 – 500+ EFTs List CAD & U.S.A
Tab 6 – 90 Closed End Funds
Tab 7 – Split Share Funds
Tab 8a – Blank Portfolio #1
Tab 8b – Blank Portfolio #2
Tab 9 – Brokers List: CAD & U.S.A
Tab 10 – BONUS Top Performing U.S. Listed ETFs (YTD 2025)
Tab 11 – BONUS Top Performing Canadian Listed ETFs (YTD 2025)
*Sales are Final – There are No Refunds on this Digital Product*
Reviews
| 5 star | 83% | |
| 4 star | 15% | |
| 3 star | 1% | |
| 2 star | 0% | |
| 1 star | 0% |
I (verified owner) –
Lee C. (verified owner) –
David Stearns (verified owner) –
Suggest you have a simple one-day conference in the US to have people set up their accounts with their laptops and actually get started. I think a couple hundred would attend and be happy to pay 150.00 This is your moment in history where you have what people want and you need to deliver it in groups to be practical. This could not be more difficult than scheduling individual appointments. Your wife might be the best at showing details to the group. She seems charming and smart. You have changed my life already.
Vivek Gungabissoon (verified owner) –
Victor (verified owner) –
Well done!!
Richard Reszczynski (verified owner) –
It is an excellent compilation of high yielding paper in a yield starved world. Thank you.
Jacques Fournier (verified owner) –
You have a lot of split share and covered call funds; hard to evaluate portfolio risk; some funds are too recent to make any calculation…In general it is a good research and usefull.
Denise Weideman (verified owner) –
Hi Adrian and Erica, I am having a great time reviewing and researching the Companies and Stock picks from your Ultimate Package, I have chosen, FTN, EIT.UN so far and have small positions in both… I also chose POW and NWH.UN and have positions in them too.. Thanks for all your hard work and research, as well as your high level of integrity… Cheers from Vancouver, Denise
Anonymous (verified owner) –
Anonymous (verified owner) –
Hi both of you! It definitely is a vital tool and we love it. We thank you so much for your knowledge and hard work to create a absolute brilliant guide line for us to learn and look up to.
From the bottom of our hear, we sincerely grateful. Thu Le