How to Build a Simple Portfolio

Ready to stop feeling overwhelmed by the idea of building a portfolio? This 30-minute session cuts through the complexity and gives you the clarity most Canadians spend years looking for.

Lori breaks down diversification, asset allocation, index investing and risk tolerance in plain language — and shows you why the simplest portfolios consistently outperform the complicated ones. No jargon. No products. Just a clear framework that works.

Includes a downloadable worksheet so you can apply what you learn directly to your own situation.

What you'll walk away with:

• A clear understanding of diversification, asset allocation and index investing
• The confidence to build and maintain a portfolio without needing an expert to manage it
• Permission to stop overcomplicating it — simple is the strategy

$15 + GST and yours to keep and revisit as many times as you like.