Does this sound familiar?
You work really hard at your job, but you don’t think that you’re doing the right things with your money.
You know you want to retire one day, but you have no clue how to get there.
You know that investing is important, and you want to get started now, but you don’t feel like you have the time, knowledge or resources to actually take the first step.
You know that you don’t want to fall for a ‘get rich quick’ scheme, but you also don’t know what the safe, ‘right’, investing options are.
You’ve heard a lot of investing buzzwords (think ‘TFSA’, ‘ETFs’, ‘Stock Market’), but have no idea what they mean and if they apply to you (especially in Canada).
You’ve started investing…but you don’t actually have a long-term game plan.
It’s possible
To be confident about your investing strategy, and invest for yourself without the fear that you’re doing something wrong.
It’s about focusing on staying rich, instead of getting rich
- you need the patience to build up your portfolio, and your confidence, over time.
It’s about realizing that there’s no ‘secret’ to building wealth
- you have the power to take a few actionable steps now that will set you up for success.
It’s knowing that no one else is ‘better at money‘ than you
- you are capable of understanding what you need to do (and then doing it!).
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Introducing
Simple Investing
For Canadians
This self-paced course walks you through everything that you need to know in order to start investing - the simple way. If you want to get stay rich, aka build long-term wealth with passive investing, then you’re in the right spot! It’ll answer all of the questions that you have about investing within 6 levels, and help you build a personalized game plan so that you can get started now, and work towards investing your first $100,000.
When you’re done, you’ll join a community of people just like you to talk about all things money, and to receive continuous support from us.
I want in
If you're ready to...
Learn how to start investing the simple way
Understand the exact steps you need to take in order to start investing now
Build a personalized investing game plan that works for you
Have your money start working for you
Feel confident about your financial knowledge and situation
Be a part of a community where all of your questions will be answered
Get stay rich over the long-term and retire when you want to
...then Simple Investing is for you!
This course has everything you need to know in order to start investing, answers all of your questions, and puts you on a pathway to success. You can complete the lessons on your own time, test your knowledge with helpful check-in quizzes at the end of each section, and you’ll walk away with a personalized game plan that will transform your investing journey, your money, and your life (because money impacts everything).
I'm ready
Level 1
What you need to know before investing
We start from the beginning, and cover why investing is important (think: 'compound interest'), and when you might want to start investing (hint: after you build an emergency fund).
Level 2
The investing
basics
We move on to the basic definitions you need to know, broken down in a simple way with analogies (like… What is the ‘Stock Market’? What is a ‘Stock’? ‘Bond’? ‘Fund’?).
We’ll also explain active vs passive investing, and how to figure out your ‘risk level’.
Level 3
Picking an investment account
We’ll cover all of the registered investment account options in Canada (we're talking the TFSA, RRSP, and more!), and when you might want to consider using them.
We'll also cover non-registered investment accounts, and when you might want to consider using one.
Level 4
Picking an investment platform
We’ll break down how to pick the right investment platform for you, and share two different examples (aka we'll set up a Wealthsimple and a Questrade account together).
Level 5
Picking an investment option
There are a lot of investment options - we’ll show you what they are.
We’ll also get into how to actually purchase an investment (Should you use a robo-advisor? Should you DIY? We’ll go step-by-step).
We touch on how much money you might want to be investing, too (and how to automate the process).
Level 6
Your personalized investing game plan
Before you go, you’ll get a final checklist - personalized to you - so you know exactly what you need to do next so you can get started now.
…and that's not all!
You’ll be added to our private Simple Investing community once you join.
You'll receive various resources, worksheets and spreadsheets included throughout the course.
You'll have unlimited, lifetime access to the course (and any updates made along the way).
Imagine how it would feel to…
Be completely confident in your investment strategy and knowledge
Create a personalized game plan that allows you to invest consistently - and automatically - while you enjoy your life now
Know that you won’t have to work forever - that all of your hard work at your 9-5 will actually have something to show for it in the future
Realize that you’ll never have to look back and think…Where did all of my money go???
Feel good about yourself and your future
Who is this course for?
The Overwhelmed Beginner
You know you want to do something with your money…but you literally don’t know anything about how to start.
The ‘Too Scared To Start’
You know that you should be investing, and you’ve been doing some research…but you just don’t feel confident enough to take the first step.
The Unsure Investor
You know how to invest, and you already are investing… but, you feel like you’re overcomplicating it and know there has to be a more simple option
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Dennis grew up in an immigrant household, where the emphasis was always on making a dollar to better your life… but, no one ever talked about investing so that your dollars could start working for you. He studied accounting and finance in university in order to learn more about money, so he could share his knowledge with his family. After graduating from university (with $50,000 in student loan debt), and ‘going to where the money was’ (aka securing a job at a big 4 firm in accounting and financial consulting), he realized that no one - including his coworkers - were actually taught the basics of personal finance (let alone investing!).
Steph grew up differently, with saving being the main money lesson that she heard consistently (other than avoiding debt at all times), but she still had no clue how to invest, and had zero (we’re talking zero) confidence with handling her own money, and growing her own wealth. Picture constant money guilt whenever she swiped her card, and a mini panic moment when she finally started investing ($25/month with a monthly fee).
us
We’ve felt the pit in our stomachs when checking our bank accounts, the confusion when you come across an investing term that you’ve never heard of, and the frustration when no one around you seems to care about focusing on their financial future. Money is emotional, and being confident - and in control - with your finances changes everything.
We’re now 100% debt free, we have a six-figure investment portfolio, and we’re full-time business owners who help thousands of people start their investing journey and build their money confidence. We want you to be next.
Yes, this course is absolutely beginner friendly! It’s also for anyone who’s looking to build long-term wealth through passive investing, and wants a personalized game plan that will ensure you get, and stay, on track.
For life! You’ll have unlimited access to this course once you get started.
The course content is pre-recorded and self-paced, allowing you to review the videos at any time - as quickly (or slowly) as you’d like.
The course includes 3+ hours of video lessons, along with additional resources to help you digest the content as you go.
Yes, this course is designed for people investing in Canada - we’ll cover Canadian specific investment accounts and platforms throughout.
Good news - we have a community for you! Once you sign up for the course, you’ll be added to our private community full of other Simple Investing students who are down to talk all things money - and investing - just like you are. We (Steph & Den!) will be available to respond to your questions, too.
Technically? $1. In reality? We want you to be done paying off any high-interest debt (think: credit card debt), have a fully funded emergency fund (enough money in accessible savings to pay for an unexpected event), and a consistent income (of any level!). Then, you’re ready to start investing!
This course covers what a stock is, however it focuses on investing in passive funds instead of individual stock picking. You'll learn how review, research, and select funds.
Due to the instant delivery of the course content, we do not offer refunds. If you have a specific question regarding the course, please email us to discuss.
Ready to invest with confidence?
Let’s get started!
This course will give you a solid foundation if you’re a complete beginner, and the direction you need to keep moving forward if you’ve already started your investing journey. We’ll take you from confused to confident, from 9-5 worker to passive investor, from your first $1 invested to getting on the path to investing your first $100,000.
Download Our FREE Budget Template!
Saving money doesn’t have to be hard - we made this easy-to-use tracker so you can spend with intention, and maximize how much money you save every single month.
What they're saying...
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