Welcome #Lady Investors

Thank you so much for taking the time to make it out to WeWork to hear my presentation Mutual Funds vs. ETFs.

I hope you found value in the presentation.

As per my closing comments:

Click here if you would like a PDF copy of my slides. (instant download)

MY FREE BOOK GIVEAWAY

To enter the draw for the brand new book by Helen Olein and Howard Pollack, The Index Card: Why Personal Finance Doesn’t Have to Be Complicated, simply complete the quiz below!

The #LADYINVESTORS Quiz

(all participants entered in book draw)

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LEARN WITH ME

To enroll in the FREE 30-day email course, Investing Bootcamp, visit this link.

If you are interested in Zero to Portfolio, An Investing MasterClass, please visit http://zerotoportfolio.com.

 

RECOMMENDED ETF BROKER OPTIONS

Questrade (the ultra-low fee DIY option)

Wealthsimple (the dreamy, low-cost done-for-you option)

 

RECOMMENDED RESOURCES

Books

The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money, by Carl Richards

The One-Page Financial Plan: A Simple Way to Be Smart About Your Money, by Carl Richards

The Index Card: Why Personal Finance Doesn’t Have to Be Complicated, by Helaine Olen and Harold Pollack

Other

MoneySense Magazine (you can start by liking them on Facebook)

Carrick on Money, a newsletter by Globe & Mail columnist, Rob Carrick (the link will ask you to open an account with the Globe & Mail online if you have not already. NOTE that you do not have to subscribe, just open a free account).

For all other questions or comments, shoot me a message on my contact page.

Be well and invest wisely!