The Complete Investing Confidence Series

Ready to finally have the complete picture? This bundle brings all four sessions together at a reduced price — everything you need to go from confused to confident about investing in Canada.

Lori J. Curtiss CFP® and Certified Financial Behaviour Specialist® walks you through the complete foundation — what investing actually is, where your money should go, how to build a simple portfolio that works, and how to stay calm when markets move. In plain language, with no jargon, no products and no sales pitch.

Four sessions. Four downloadable worksheets. One complete investing education.

What you'll walk away with:

  • A clear understanding of what investing actually means and how markets work
  • Confidence that your money is in the right account for the right reasons
  • A simple portfolio framework you can build and manage without being an expert
  • The emotional and psychological tools to stay steady when markets get scary
  • The complete foundation most Canadians spend years trying to piece together on their own

$45 + GST,  all four sessions yours to keep and revisit as many times as you like.