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Wealth Builder

This is the course to learn all things beginner investing! When scary sounding acronyms and slick-talking salespeople get you overwhelmed, THIS is the place to learn with interactive teaching and action plans! If you are uncertain of next steps but now is the time to learn and take control of your investing learning journey, become a Wealth Builder!

What is included?

  • FIVE weekly live video chat presentation by Jolie (it's not a pre-recorded webinar you can forget about!)

  • Plenty of time for Q&A

  • Workbook pages each week (apply it to YOUR numbers!)

  • A small group of female and nonbinary friends to build community

  • A safe place to learn, share and feel supported in your financial learning journey!

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Scheduling for Cohort #11:

  • 6:00pm MST on these Mondays:

    • January 13, 20 and 27, February 3 and 10, 2025

  • Each call is expected to be about 90 minutes plus flexibility for Q&A time. â€‹â€‹

  • It's always best to attend live so that you can ask YOUR questions! They will be recorded if the stars don't align for your schedule. By registering you consent to having the event recorded

including the Q&A time.

The Five Sessions

1

Investing Basics & Mindset

Introductions and then we jump in! Defining investing and WHY we do it.  Intentions, investor profiles, the magic of compounding. And exploring Financial Independence!

2

Platforms & Fees

You may have an "advisor" but you hear a lot about roboadvisors and discount brokerages so you're curious. Here you will learn which is a good fit for YOU! We will also explore AUM, MER fees and your value for service!

3

Accounts

The account acronyms get tamed! Learn to optimize your RRSP and TFSA. We'll also talk about FHSA, LIRA, RESP and RDSP so you're taking advantage of the tax shelter opportunities. You'll understand how to prioritize each too!

4

Investments

Achieve clarity on products beyond "exciting equity" and "boring bonds," know mutual funds, index funds, ETFs, asset allocation funds, target date funds. And what is a good fit for YOU for each investment intention!

5

Fact Sheets & Finalizing Action Plans

Detailed dive into terminology and fact sheets for your own decision making. Learn how to open and transfer accounts, make purchases as take ACTION!

Registration for cohort #11 is currently ONLY open

to the ladies on the wait list.
Commitment is $360 + GST, payable on the registration form.


You can get your email on my wait list for the next time I teach! 

This will give you advance access and a discount for the next cohort.

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About Me.

I have been investing for over 30 years (I started at age 16 with babysitting money!) and have a lot of experience along the way. I've been teaching financial literacy for nearly two decades, and in my own business since 2018.

I am not licensed to sell any investments or insurance, so I will not be providing any 'hot stock tips' or pressure you into anything where I would earn a commission. This coaching is for educational purposes only and to give a starting point for further individual research.

For more information on my qualifications and personality, please check out my website and social media accounts!

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