Join the Investing Revolution

You’ve been hearing about this investing product called Exchange Traded Funds or ETF’s and how it is quickly disrupting the whole concept of investing.

ETF’s have become one of the great disruptors in investing in the last 30 years. ETF’s are replacing mutual funds and to a certain extent owning individual stocks as a viable option for investors looking to grow your hard earned savings.

There are literally thousands of ETF products being sold and they come in all kinds of shapes and sizes and are marketed as a cheap low cost method to invest in a variety of asset classes and investment strategies.

ETF’s: Simple and Complex

Conversely ETF's have become more complex in nature. They are not like your grandma’s ETF’s of 30 years ago! The sheer diversity in ETF products that have exploded in recent years bring along with it complexities and tradeoffs that investors may not be aware of. 

You want to learn more about ETF’s but where to begin?

I can help you.

My name is Aman Raina and I’m an Investment Coach and Founder of Sage Investors. I help new investors who want to be financially independent but feel intimidated and confused about the investing world. They don’t know what the right investing path is for them nor where to begin. I teach and engage them how to make educated investment decisions so that they can achieve financial freedom in their lives with confidence.

My goal in creating and teaching this course is to go beyond just introducing you to ETF’s and showing how they work but more importantly to make you more street smart in evaluating them to determine which ones are appropriate for your portfolio. The course will examine different types of ETF’s available to investors as well as what they should be aware and on alert for when evaluating them.

The Course

After taking this course you will learn:

1) What is an ETF and how do they work?

2) What kinds of ETF’s are available?

3) What’s good about ETF’s and what is not good about ETF’s.

4) How to go about evaluating an ETF.

5) What you need to be on alert about ETF’s.

Join the Community

When you complete the course, the learning is by no means over. I’ve created a set of Discussion Groups for the course where participants can compare notes with each other. Confused about a concept in a course? Post a query and let the community of Sage Investors (myself included) help you and discuss. 

Just think, you will finally feel that you are going in the right direction in growing your savings and truly taking control of your financial destiny!

WHAT iS YOUR TRACK RECORD? DO YOU MAKE MONEY?

I believe it's one thing to teach people how to invest. It's another thing to model the lessons and behaviours being taught and to walk the talk. One of the core elements of my practice is to be transparent in sharing my own investment decisions and the challenges that I face. It's a big reason why I tweet out in real time every investment decision (#trade2019, #trade2018, #trade2017, #trades2016) so people can see what I am doing and more importantly my thought process behind them. Every month I blog in more detail the investment decisions I make and for the decisions involving buying stocks, I incorporate the 8 questions that I teach people in the Everyday Investing program that they need to answer when they are evaluating stocks. 

I very much believe in practicing what I teach. So where has that got me? Well if you go back to my last 100 investment decisions, which runs back over 8 years, 84 of those 100 decisions were profitable with an average return of approximately 13.4 percent.

I CAN GO ON THE COMPUTER AND SEARCH FOR BLOGS AND ARTICLES ABOUT ETF’s AND THEY’RE FREE. WHY WOULD I NEED TO PAY FOR SOMETHING LIKE YOUR COURSE?

Absolutely you can just Google “how to invest in ETF’s” and you can come up with hundreds and thousands of amazing investing resources. I can give you a list of resources to start out. As much as the Internet has made what was once proprietary investment research and education available to the masses, it has created a fair amount of information that even though can in some cases be “free” are often fragmented, not integrated, and frankly noisy and irrelevant. For an individual to reconcile and filter this mountain of information into a cohesive learning platform would require a ridiculous amount of time and effort. It can be done without a doubt. Most people would give up or couldn’t be bothered. Through my practice I have invested that time on your behalf and have prepared a course that has done a lot of the dirty work for you and like any well running business, I would expect to be compensated for that time and work effort. The fees associated with the course are consistent for what you would pay in a University level finance or investing course and in some cases are much cheaper.

WHAT ARE YOUR QUALIFICATIONS?

I’ve been investing in stocks since 1996. In terms of formal training, I obtained my Bachelor of Commerce degree, with specialization in Finance and Accounting from Carleton University in Ottawa Canada. I completed the Canadian Securities Course which is one of the core certification pre-requisites required to work in the industry. I also obtained my MBA from the Ivey School of Business at the University of Western Ontario.

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 switched my focus away from institutional clients because frankly, they really don't need any help. They will make their money no matter what happens. The group that I see 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 for PhD explanations. They are not looking to be talked down and shunned like second-class citizens by financial institutions. I personally have gained much more satisfaction helping these hard working people.

After investing for 20 years, I really believe that investing is a lot easier than what the industry makes it out to be. I believe that any person can become really good at investing if they have the right education, motivation, and support. With that I transformed my practice into Sage Investors with a goal of creating an army of empowered and successful Sage Investors!

I've seen it first hand in the people I've worked with. My first clients knew nothing about investing, but with hard work and commitment to learning the mechanics and emotional aspects of investing, I see them now as confident investors who are building a meaningful nest egg for their future on their own.

I see them happy that their hard earned savings are growing meaningfully for them.

They have hope.

They have hope that that they have a good chance of having some financial flexibility to achieve their own personal and family goals.

I have gained so much admiration in watching people making more successful investment decisions and greater satisfaction in knowing I have played a role in helping these hard working people achieve some level of financial freedom in their lives. The best part is when I help someone on their investing journey, I am learning something new about investing that helps me. What a win-win!

More information about my personal investing journey

My broker has a variety of online courses that I can take for free. Why would I pay for a course like yours?

I’m sorry to have to break this to you that even though you may have never had to pay out of pocket for consultations or special courses, you have actually been paying your brokerage company. You just haven’t known this because the financial services industry has buried these fees into your overall service fee. It just hasn’t been itemized.

One of key features of my coaching practice is that I don’t sell any financial products. I am not compensated by any banks, insurance or mutual fund companies. I get zero commissions, trailer fees, or bonuses. By doing so, I can offer my clients and students registered in the How To Invest in ETF course true unbiased insights and perspectives that other financial advisory services cannot provide. I am so proud to say that this freedom and independence is the essence of the Sage Investors brand.  What I get paid for is the time I spend teaching, mentoring, developing, and supporting my protégés.

HOW IS YOUR COURSE DIFFERENT FROM OTHER INVESTING SEMINARS? I’VE BEEN TO OTHER INVESTING SEMINARS AND THEY TURN OUT TO BE A TOTAL SALES JOB GETTING ME TO BUY OTHER BOOKS AND DVD’S.

From my experience with investment seminars, I’ve found them more of a teaser/bait and switch setup where they lure you in with promises of grandeur and show small nuggets of information to get you to buy more nuggets of information via CD/DVD etc only to be given smaller nuggets of information to get you to buy more CD and books. This is wrong. This is not learning.

You will learn something profound and important in this course. I also don’t waste time with sales schlop and niceties. This is a course about ETF’s and you will all the materials needed to learn about ETF’s. We get down to business right away.


I ALREADY WORK WITH A BROKER OR FINANCIAL ADVISOR WHO MANAGES MY INVESTMENT PORTFOLIO. IS THERE ANY POINT TO TAKING A COURSE LIKE YOURS?

With knowledge comes awareness. With awareness comes an ability to be more critical when evaluating how your invest program is progressing With the How to Invest in ETF’s course you will be armed with enough financial knowledge that you can go into a meeting with your advisor and ask more pointed and direct questions about ETF’s that are being invested in your portfolio. In many cases you may discover that your advisor has invested your hard earned savings in areas that you really have no business being in. You can filter out investment opportunities that you are presented much better. You will be able to speak the language better so you can better process and understand information that the advisor is presenting you. With awareness comes confidence, and when you project confidence to your advisor they will realize they will have to work much harder to keep your business! Conversely if you are seeking a financial advisor, you will be able to better evaluate their financial literacy and competency. The agenda will come back to focus on what is truly important….you!

WHY ARE YOU TEACHING THIS? IF I KNEW HOW TO MAKE MONEY, I’D BE LOUNGING ON THE BEACH?

Lounging on a beach is a definite option, however, I take a great deal of pride and satisfaction when I can help someone become better at doing something. As it pertains to investing, for me there is no greater feeling than seeing someone who did not know much about investing and were intimidated by the whole prospect of it commit themselves to learning and refine their behaviors to over time to become successful at it. They say to teach is to learn twice and every time I teach a module I personally seem to learn something new myself from my students!


COURSES FORMATS AND PRICING

Online Course

CAD $199*

  • Unlimited access to all course materials.

  • On-demand learning. You set the schedule and engage in the modules on your time and in a variety of Internet connected media (laptop, tablet, smartphone, podcast). If you’re fuzzy about a concept you can go back and review. Set aside a weekend and binge learn!

  • Exclusive access to How to Invest in ETF’s group page

  Register Now


Live Online Classroom (Fall 2019 Schedule Coming Soon)

CAD $275 *

  • All 3 sessions in the course are delivered live online. Class size set to 5 to allow for meaningful discussion and review of materials. Classes are delivered once per week usually in evening (EST) or weekend (EST).

  • 1 class per week over 3 weeks.

  • Direct access to me if you have questions about the course or are confused by some specific concept or topic. I'm there to help you! I want you to become good at this!

  • Unlimited access to the online version of the modules so you can go back and review the materials at your own pace. You can take it also using a variety of media (laptop, tablet, phone as well as in podcast format).

  • Classes are also recorded and posted online so you can check back to review the discussions.

  • Exclusive access to How to Invest in ETF’s Discussion Groups page

  • Contact us for more information


Live In-Person Course (3 Sessions)

CAD $449*

  • The course is delivered one-on-one via online or in-person (depending on location). Normally the it takes 3 sessions to review the materials and allow time for practicing.

  • Course is more customized to focus on students learning requirements.

  • We will work together on building a framework for you to evaluate ETF’s and we will practice together on evaluating them and in the context of your investing situation. Additional classes are included to allow for practicing.

  • Direct access to me if you have questions about the course or are confused by some specific concept or topic. I'm there to help you! I want you to become good at this!

  • Unlimited access to the online version of the How to Invest in ETF course so you can go back and review the online course allows you to take the course at your pace. It’s very on-demand. You can take it also using a variety of media (laptop, tablet, phone as well as in podcast format).

  • The sessions are also recorded and posted online so you can check back to review the discussions.

  • Requires a time commitment from you of a 2-3 of hours each session of class time plus additional time to practice so we can sit down and go through everything.

  • Contact us for more information

* Additional sales taxes not included


I’M NOT SURE WHAT COURSE FORMAT IS RIGHT FOR ME

I’ve setup the course so it can be taken in a variety of formats. I’ve realized that everyone learns things differently. Some need that real-time interaction and some people just want to go through the material by themselves and at their own schedule and reach out after. The ideal format for you is dependent on your learning style. The Online Classroom and In-Person formats are definitely the most interactive and where we practice in real-time. I personally find the discussions more rich than the other formats. They also allow for time to focus on your personal investing decisions you are facing so you can learn the material, immediately apply it and get real-time feedback, which is the best type of learning.

IF I DON'T LIKE the COURSES. CAN I WITHDRAW?

For the Live Classes:

  • Full refund available up to 48 hours before first session.

  • After the first session, % of completion refunded up to 24 hours after completion.

  • No refunds beyond 24 hours after completion of first session.

Online Course:

  • Full refund available up to 5 days after purchase and account setup.

Getting Started:

Are you interested in working together? Brilliant! Here’s how to get started.

Step 1: Click here to register for Online Course. You can make your payment directly when you register. Payment is processed via Stripe and accepts all major credit cards.

Step 2: Within 24 hours after confirmation of payment, you will receive a confirmation email from me with login information to access the modules.

Step 3: It’s go time! Let’s get to work!


I'M REALLY SKEPTICAL OF ONLINE PAYMENTS. IS THERE ANOTHER WAY YOU CAN ACCEPT PAYMENT WITHOUT GOING THROUGH YOUR WEBSITE?

Please contact us and we can arrange for another payment method.

What they are saying

"I learned a lot by following the Aman's course on "How to invest on Exchange Traded Funds. (ETF's)" . I was a total beginner at that time and going from zero to hands on with investing on ETFs was easy and fast with this course. Definitely one of my best investments! "

Alket C, Bologna Italy

"I first met Aman in the classroom. He was presenting for Ellen Roseman's personal finance and investing class. I remember liking his style and message straight away. So much so that I never really forgot him, even years later when I realized I needed investment support. 

For several years much of my savings languished uninvested. I simply lacked the confidence to go beyond basic broad based ETF strategies. It took Aman's enthusiasm and encouragement to give me the kick I needed to do my own research with the confidence I could make successful investment decisions. And after four years of watching inflation eat away at my savings, I can happily say it's all invested!"

Daniel A, Toronto ON

The Results: An Educated, Engaged, Empowered Investor...You!

I believe the How to Invest in ETF's is one of the best investment decisions you can make as at the end you will have learned and will be ready to take action immediately on making successful investment decisions. You will feel  confident about making investment decisions and more importantly I know the fear factor that many people have about investing will melt away pretty fast. I invite you to register and I look forward to beginning the journey with you to unleash your inner Sage Investor!

To your future investing success!