The Wealth Lab – become your own investment advisor. (2024)

Confidently go from confused and overwhelmed to building a wealth-generating portfolio in 60 days that will pay you dividends for years to come. The newly updated program is the only step-by-step guide with a gender lens focus on impact investing that will allow you to feel good about building your wealth in a profitable, ethical, and sustainable way.

• A busy working woman looking to build a profitable long-term wealth-building strategy while lowering your stress and taking control of your money then you already know you need to start investing (like yesterday).

• A woman of impact who knows that she has to build her wealth but wants to do it in an impactful, meaningful way.

• A philanthropist that wants to leave a financial legacy for their family, the next generation, and the causes they care about.

• A new graduate who knows they need to get started investing but is overwhelmed with all the financial jargon the financial industry throws at women.

• You’re in the right place The Wealth Lab will give you the tools, inspiration, and support you need to start investing and build a profitable and ethical investment portfolio that allows you to put the worry to rest because you have financial peace of mind.

• Understand the ins and the outs of the stock market. You will be able to navigate financial jargon with ease, and no longer be overwhelmed by all the crazy acronyms

• Know your numbers. You’ll be able to confidently calculate exactly how much you need to reach financial independence and how to get there faster.

• Create a trading plan. You’ll know when to buy and sell investments and what should be included in your portfolio at every step along the way.

• Execute your first trade. Fearlessly click submit on your trades that will build a profitable and sustainable portfolio for decades to come.

• Invest with impact. You will know that your hard earned dollars are invested in companies you actually believe in.

• Plan your retirement. You will understand exactly how much you need for your golden years, and plan a way to coast to that goal.

• $1,111.00

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• 3 x $399.00

  3x payments

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• 8 modules to guide you through the entire process from square one. From what types of investments are to what account you should invest in - I’m holding your hand every step of the way.

• 32+ workbooks designed to help you understand and apply the content to your own portfolio as you work through each of the lessons.

• 55 lessons of bite size, digestible engaging content to educate and empower you to build your financial future

• Do I need to know how to invest before starting this program?

  No! You don’t need to have any background financial knowledge to get started. This course was designed by women, for women in a way that is easy to understand for the absolute beginner.

• Do I need to have six figures before investing?

  Absolutely not! I started investing with as little as $25 when I was 19, and so can you! Getting started is the hardest part, but once you’ve built the habit of investing frequently the rest will be a breeze!

• I have my investments with an advisor, is this course still for me?

  Yes. It’s so important to understand what you are invested in regardless of whether or not you are managing it. You’ll also save a ton on fees if you choose to do-it-yourself and move your money away from an advisor.

• How long will it take me to finish the course?

  You can go as fast or as slow as you like. You’ll receive two modules each week, which means you can complete this course in as fast as a month.

• How long will I have access?

  You will have lifetime access to the course, and any updates that are made will automatically be added to your thinkific platform.

• Is this course go at your own pace?

  Absolutely, all the lessons are asynchronous which means you can watch them whenever you want. There are live monthly sessions that you can choose to attend, but these sessions will be recorded.

• What are your credentials?

  I have my Chartered Professional Accounting (CPA) designation here in Canada, which means I have a fiduciary duty to protect the public. I don’t sell investment products and I legally can’t tell you to buy a certain investment. I’m here to educate you, and I’ve been doing that with women for the past decade!

• You want to be in control of your financial future. We work so hard for the dollars to be deposited into our bank accounts - it’s time for them to start working for us!

• You’re not afraid to learn new things. Starting with a beginners mindset is imperative when learning a new skill. Investing and money management isn’t something we were taught in school, and that’s okay. It’s time to learn it now as an adult.

• You recognize there is no perfect time to start, and waiting to build your wealth is not the answer. You can’t time the market and I hear all the time that people are worried it’s not the right time to start. The truth is there is never a “right” time. Learning to invest and doing it consistently is going to be the key to unlocking long term wealth accumulation.