You Deserve Better
You work hard and understand how important an investment portfolio is to your financial well-being. But owning an investment portfolio isn’t enough.
The truth is this – most Canadians receive financial advice from commissioned salespeople that are paid to sell specific financial products and services.
You need investments that work for you. And only you. You deserve a review of your investment portfolio that’s independent, free of bias, and has only your best interests in mind. That’s why we created the On Your Side Investment Report Card™.
You Should Be In Control
When it comes to money and your financial future, you need to be in control. You need honest answers to your investment questions.
Maybe you’re concerned that your investments aren’t performing as well as they could be, or that you’re paying too much in fees. Perhaps you want to be sure your investments are aligned with your values and life goals. Or possibly you have cash sitting in the bank because you’re afraid of the markets, and uncertain how to get started.
You want to protect and grow the money you have, but don’t have the time or investing knowledge necessary to make the best financial decisions. We can help.
Your First Move Should Be A Second Opinion
With the On Your Side Investment Report Card, you’ll find out if you are paying too much in fees, achieving appropriate returns, and whether your investments are well-suited to you and your unique circumstances. Implementing just one of The Investment Report Card’s recommendations could save you thousands of dollars and put you in the driver’s seat to financial independence.
Featuring an innovative scoring system, the Investment Report Card will assess your investments in several areas, including:
Find out how much you are really paying in fees, and understand your options to reduce investment costs
Get a clear picture of how your investments are performing, and uncover options to enhance returns
Ensure your investments are aligned with your values, goals and investor profile
Receive detailed recommendations on how to allocate your money amongst various asset classes, likes stocks and bonds
Receive expert advice on the most tax efficient ways to hold your investments – from options like RSP, TFSA and non-registered accounts
You Need An Easy-To-Understand Plan
The On Your Side Investment Report Card goes beyond an evaluation of your investments. It includes a straightforward action plan to implement our recommendations.
If you require help implementing any of our recommendations, we will introduce you to experienced investment managers – with reasonable, transparent fees – who can manage your portfolio for you. Remember, we don’t accept referral fees or commissions from anyone. These introductions – like everything we do – are always with your best interests in mind.
You Have A Right To Simple, Transparent Pricing
With traditional investment advisors, it’s notoriously difficult to figure out how much you are paying for advice. That’s not the case with the On Your Side Investment Report Card. Pricing(i) Pricing includes up to three investment accounts for individuals and up to five for couples. The review of each additional investment account is $150. starts at just $600 for individuals and $950 for couples.
Once you’ve signed up, we will send you a link to a secure online portal where you will complete a questionnaire that gathers information about you and your investments. We’ll also ask you to upload a recent copy of your investment statements to your dedicated client portal.
Then we do our part!
Most On Your Side Investment Report Cards are ready within seven business days. We’ll send you an email letting you know you can securely download your report from the portal and book your 60-minute phone appointment with one of our investment coaches. Together, we’ll review your report and explain everything in simple language and answer any questions you have.
It’s that easy.
To get started, just click on the button below.
We Speak Your Language
Money Coaches Canada is an independent, nationally respected organization known for its commitment to transparency and improving the financial well-being of clients. We offer unbiased advice, and never sell investments, insurance or financial products of any kind – avoiding a conflict of interest all too common in the industry.
If you’d like to speak with us about the Investment Report Card or have a few questions, please send a brief email. We will respond within one business day.
We Value Your Privacy
We take the privacy of your personal and financial information seriously. Money Coaches Canada has served thousands of clients, safeguarding their data, every step of the way.
We’ve established physical and system safeguards, along with proper processes, to protect client information from unauthorized access or use.