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WEBINAR REGISTRATION

“Space” for the webinar is limited to 50 participants. To register, please fill out the online form below with your email address and name and submit. I will contact you via email to confirm your registration and send you the login coordinates and instructions for connecting to the webinar.

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If you're looking to develop a better understanding of ETF's, this webinar is for you!

Exchange Traded Funds or ETF’s are becoming more popular as an investment vehicle, and are on the verge of supplanting traditional mutual funds. As their popularity grows, their complexity also grows and it is important to understand some of these complexities as you decide which ETF’s are suitable for your portfolio and will put you on a solid path to meeting your financial goals.

what you will learn in this free webinar:

  • What are ETF’s and what are so great about them and what is not so great about them and what you need to look out for.
  • What kinds ETF’s are available.
  • What criteria you can use right away when evaluating an ETF.
  • Finally I’ll share with you an investment decision I just recently faced when I was looking to add an ETF to my portfolio. I’ll apply the lessons we just reviewed to make an investment decision.

I look forward to taking some of the fear factor you may have in investing in these types of vehicles and get you more engaged in this type of investing process.

ABOUT ME

I am an investment coach and founder of Sage Investors, a financial education practice. 

I help new and experienced investors who want to be financially secure but feel confused , intimidated and uninformed by the investing world. They either don’t know where to begin or feel that they are not making enough progress with their investments. I teach and engage with them in how to make educated investment decisions so that they can achieve financial freedom in their lives with confidence!

My  passion for investing was crystallized when I got my first job working at the Toronto Stock Exchange in the time when the trading floor still existed. I was on the floor on that fateful afternoon when Bre-X traded from $10 to 50 cents within milliseconds. Working in that environment, motivated me to elevate my knowledge of investing beyond the Finance textbooks I read in university. Alas, I was disappointed to find a lack of credible and unbiased investment information available, so in the true spirit of an Outlier, I refined and practiced my known skills in programming and financial analysis to develop a database of Canadian investment research using a unique model (Economic Profit). Malcolm Gladwell would be proud.

I founded AKR Capital Research and began providing portfolio managers and individual investors with independent investment research. Over the years, I have been switching his focus away from institutional clients because frankly, they really don't need my help. They will make their money no matter what happens. The group that I have seen requiring the most assistance is the average retail investor, who after several stock market meltdowns are now empowering themselves to take control of their portfolios and investments. They are looking for someone to coach them to elevate their financial literacy so they can maneuver and synthesize the mountain of investment information to separate noise from value and leverage this information through analysis to make informed and successful investment decisions. They are not looking to be talked down and shunned like second-class citizens by financial institutions. I have gained much more satisfaction helping these hard working people.

I have appeared on a variety of media outlets including financial print media as well as podcasts.

My practice is based out of Toronto, Canada