The Investing Made Simple 4.0 Course is OPEN for Registration!
IMS 4.0 is a Program to Help You Learn to Confidently Invest Your Money,
Build a Nest Egg,
and Create Financial Security.
Get Financial Peace of Mind and Enjoy Great Options for Your Future
Without Guesswork or Fear.
When you use a proven system based on research…
… and you learn the fundamentals of investing, achieving financial independence become doable.
In 10 weeks, you can start to transform your financial future and make your money work more effectively for you with this evidence-based, step-by-step system taught in plain English.
If you’re here, I know this much about you:
You want to stop worrying about your financial future.
When you first entered adulthood, you had dreams, maybe even some big plans.
Then life happened.
Things got a bit complicated.
Important parts of your life didn’t exactly turn out the way you’d hoped.
Sure, you’ve had a lot of great experiences, but somehow your forties snuck up on you and suddenly…
… you looked up and thought,
“Where did all the time go?”
Your finances aren’t as easy, or as secure, as you thought they would be by now.
Some days you think, “At my age, I should be father ahead. I should feel more financially secure. Why am I not?”
It’s not for a lack of trying.
You’ve worked really hard for your money and you’ve made choices that you thought would help you get ahead:
- You put money in savings accounts.
- You bought a few GICs and Canada Savings Bonds.
- Maybe you worked with a financial advisor.
- Or you tried investing yourself.
But that nest egg you were hoping to have by now?
The one that gets you security, peace of mind, and good options?
Isn’t there.
Now you’re wondering what happened?
And thinking, “Am I going to be OK for retirement?”
“Am I going to have enough money to live the kind of life I really want?”
“Enough to support the people I love?
“Will there ever come a day where I don’t have to constantly think or worry about money?
The frustrating reality is this:
Saving money doesn’t build wealth.
And working with a financial advisor doesn’t guarantee a good outcome.
In fact, it can hurt your returns.
Until you understand what works and what doesn’t, you won’t create
the secure future you want.
THE PROBLEM ISN’T YOU.
You spent YEARS going to school.
In that time, you learned to dissect a frog (gross), identify the capitals of each province (so useful), calculate the area of a parallelogram (apparently a key life skill), and develop the knowledge to do your work.
But you were never taught how to grow your money.
Everybody told you to get a job to make money, but then what? What are you supposed to do with that money?
Years ago, the assumption was that you’d have a pension to see you through your so-called Golden Years.
You didn’t have to worry about money for the future.
There are a few problems with that assumption, though:
- Most people don’t have a pension to fall back on.
- Even if you DO have a pension, it may not be enough to support the lifestyle you want.
- Why wait until your Golden Years to enjoy life? Do you want to create a life you love right now or wait twenty years?
Your parents didn’t teach you about investing either because nobody taught them how to do it.
And so the cycle continues…
… until you stop it.
You need a better approach to secure your future.
One that relies on research, evidence, and a proven system so that you’re not gambling with your money.
One that’s doable by any woman, without requiring special math skills or a degree.
And one that’s manageable by a busy woman who’s juggling 14 balls in the air all at once (that’s you).
You don’t want to wait another ten years – or more – to be able to finally let your shoulders relax and enjoy life,
without having to think about your financial future ALL the time.
This is your chance to do just that with a community of support to help you succeed.
INTRODUCING:
A comprehensive, step-by-step course to help you go from having no idea how to invest, to confidently creating your own, evidence-based portfolio.
IMS 4.0 will help you take the guesswork out of investing your hard-earned dollars.
It will transform your financial future and it’s officially OPEN for enrollment.
Before we get into all the course details, let’s make sure you’re a good fit.
If:
-
Investing scares you ...
It all seems so risky and complex. You've worked so hard for your money that the last thing you want to do is lose it in the markets. -
You play it safe ...
putting your money into "secure" investments like GICs and savings accounts, even though your money earns next to nothing. You know it's not great and won't build the security you need, but the other option - putting it in the stock market - feels like gambling. - You're not sure whom to trust ... because there is so much conflicting advice out there. What's real?
-
You're worried that it's too late for you ...
At your age, you feel you've probably missed the boat on building a secure future. -
The whole topic stresses you out ...
To boot, when you talk to your advisor, you feel stupid. You end up nodding your head, but you don't really understand what they're saying. All you know is that your investments aren't doing much, but maybe that's the best you can do.
You’re in the right place!
The Investing Made Simple 4.0 Course will give you the step-by-step system, tools, inspiration, and support you need to create a future where you live the life you want with peace of mind and great options, regardless of what life throws your way.
By the end of the course you will have:
1. Put a stop to unhealthy beliefs about investing
and created your own Investing Story based on facts and your goals. Your mind will be your ally when it comes to building wealth.
2. Learned what all those investing terms mean
so that you can feel capable and confident as you read and talk about investing. You'll have broken through the jargon by learning the concepts in plain English.
3. Developed an understanding or how risk works
and how to manage it by building a portfolio that's right for your comfort levels and needs.
4. Learned the key points from the research on investing
and you'll know which approach works, what doesn't work, and - most importantly - why.
5. Created an investing plan
based on your risk profile, the best fit for your situation, and what you need to do to meet your goals.
6. Opened your own investment account
and followed the step-by-step instructions, with screen shots, on how to make your first purchase.
7. Learned everything you need to know about advisors
including what they do, how they're paid, and what to look for if you choose to work with one.
8. Discovered the importance of the psychology of investing
and how to avoid psychological biases that can harm your results.
Because of the easy-to-learn skills Doris gave me, I have managed to increase my net worth over $100,000 in a 9-month period of time, over $150,000 in a 28-month period of time.
Doris set me free to earn more, gain financial confidence, and increase my net worth. I am beyond grateful.
Now that I've been doing it for over six months, each time I am in there and adding new funds, I get a thrill knowing that I understand what I am doing. It makes me feel powerful!!! And I've saved more than $7,000 per year.
Investing Made Simple 4.0 changes lives and it's officially OPEN for enrollment.
(But not for long...)
3 Ways to Learn:
ESSENTIAL
-
10 Modules of A-to-Z "how to" investing content delivered via recorded videos
-
Lifetime access to the course, worksheets, resources, and bonus materials
-
Lifetime access to our Private Course Forum
-
Exercises and Worksheets
-
Interviews with Experts
-
Tools and Checklists
-
Money-Back Promise
-
Course Access on August 8th
PREMIUM
-
Everything in the Essential Package
-
Free lifetime access to the course PLUS content updates
-
12 months of Group Coaching Sessions for guidance and Q&A.
-
Priority VIP support forum on our community platform
-
Accountability Partner Program with fellow Premium Students
-
Money-Back Promise.
-
Course Access on August 8th
PLATINUM
-
Everything in the Premium Package including 12 Months of Group Coaching Sessions, VIP support forum, Accountability Partner Program and Tools
-
Personal Financial Review - A planning session and review of your personal finances with customized recommendations and an Action Plan
-
6 Private coaching calls with Doris for one-on-one guidance
-
Concierge Service - Unlimited support and Q&A via a live voice messaging app. Get real-time answers to your questions and help with challenges.
-
Money-Back Promise
-
Course Access on August 8th
Student Success Stories
This could be you …
Direct outcomes: I was able to understand my existing investments and realize they weren't serving me. I moved my investments, increased my TFSA and RRSP contributions to max out this accounts, upped my pension matching contribution plan at work, feeling way more competent, confident and in control of our money - with a plan in place.
Indirect outcomes: realizing that I shouldn't have thousands of dollars sitting in a chequing account, instead redistributing this money into my TFSA and RRSP accounts; giving my tax return a job; writing out a 5 year list of house projects so we can budget for them without using credit; automating my bills; shopping around for better deals on insurance, etc.
I came to the course without debt and thought I *just* needed investment help but what I learned in terms of systems affected and strengthened all aspects of my finances.
I took the investing course at the beginning of Covid. I got myself all set up with a [discount brokerage] account and I started investing!! The information from the course is, like the other financial information that Doris provides, an absolute lifeline. It increased my confidence 10,000%. It completely changed how I think about investing and my confidence in doing it. Now I know how to make much better decisions!
What's inside the course
📖 MODULE 1 – MINDSET AND GOALS
- Discover how your past experiences have shaped your beliefs about investing.
- Identify and rewrite your Investing Story.
- Learn powerful strategies to create a healthy money mindset that supports your investing success.
- Clarify your goals.
🧮 MODULE 2 – TERMINOLOGY, TYPES, AND TAXATION
- Learn what all those terms means.
- Understand the account options you have.
- Discover what research tells us about the pros and cons of each.
📈 MODULE 3 – RISK AND RETURNS
- Understand what risk is.
- Learn how to manage it.
- Discover how risk relates to the performance of your portfolio.
🔬 MODULE 4 – RESEARCH RESULTS
- Discover what research tells us about what works and what doesn’t work when it comes to investing.
- Understand why some of the most common approaches to investing are risky.
- Learn what to avoid, using an evidence-based approach.
📋 MODULE 5 – YOUR PROFILE
- Learn how to determine your risk profile as an investor.
- Clarify the best approach for your situation.
- Determine what you need to do to meet your goals.
💰 MODULE 6 – WHERE TO BUY INVESTMENTS AND WHAT TO BUY
- Learn what your options are when it comes to which funds to buy.
- Understand where to buy them.
- Learn the risks associated with some of the most common sources of investments.
⚙️ MODULE 7 – INVESTING STEPS AND PROCESSES
- Learn how to set up your investment accounts.
- Watch the step-by-step process involved in buying funds, with screenshots.
- Discover how to maintain your portfolio after the purchases.
🤝 MODULE 8 – INVESTMENT ADVISORS
- Discover what investment advisors do.
- Understand how they’re paid.
- Identify what to look for if you choose to work with one.
🧠 MODULE 9 – THE PSYCHOLOGY OF INVESTING
- Understand how psychological biases can affect your decision-making and harm your results.
- Learn some of the key biases that affect your investing decisions.
- Develop strategies to avoid them.
💡 MODULE 10 – YOUR INVESTING BLUEPRINT AND ACTION PLAN
- Create an investing plan.
- Identify the steps you need to take to create your portfolio.
- Put an accountability system in place to keep you on track.
- Clarify your next steps.
Above all else…
Investing Made Simple 4.0 will give you the skills, systems, resources, and support you need to confidently invest your money and build wealth.
That foundation will help you create great options for yourself and build a life you love.
Want the best results?
Get a full year of coaching, support, and guidance.
After fifteen years of working with clients, there’s no arguing with the results:
People who get coaching progress more quickly and get deeper, faster results.
It’s one thing to learn the fundamentals of investing, but it’s another to put them into practice and to hold steady through life’s inevitable ups and downs.
When moments of uncertainty hit – and they will – it’s invaluable to have guidance and the support of a group of other women who understand what you’re going through because they’re experiencing it, too.
✨ NEW: This is the first time that I offer a full year of coaching with the Premium and Platinum packages – at no additional cost.
There used to be only three months of coaching with the Premium and Platinum Packages. Now you get 12 months.
That’s how important coaching is, over a long enough period of time to get you STARTED and SOLID in your portfolio!
If you can, get one of the coaching packages.
Two Coaching Package Options:
PREMIUM PACKAGE
With the Premium Package, you have access to live, bi-weekly coaching sessions for a full year.
Think of this as Drop In Office Hours. Attend as many sessions (or as few) as you like.
If you aren’t available for a scheduled session, but you have a question, I’ve got you covered. All the sessions will be recorded.
When a financial question pops up over the next year, you get to reach out to me during the group coaching sessions and say, “Hey Doris, what’s the best way to handle this? What are my options and how do I choose?”
Or, “Doris, I’m stuck. I just can’t seem to get moving. Can you help me through this?”
You can transform your finances much more quickly when you have someone in your corner, in real time, who’s been there, gotten the results, and coached thousands of other women to do the same.
PLATINUM PACKAGE
Want a more personalized approach?
Then hop into the Platinum Package and get the VIP experience with:
- private coaching sessions in addition to the group coaching sessions.
- on-call access to me via a messaging app for Q&A and coaching.
- a review of your finances, investments, and goals along with a customized Action Plan for the year ahead.
Over the next year, we’ll work closely together to help you overcome any investing challenges you face and get on track with your financial goals.
We can move as quickly or as slowly as you need in this Done With You package.
Meet Your Guide
Hi, I’m Doris!
I’m a financial literacy educator who has helped thousands of women take control of their money and create great options for themselves.
In my early thirties, I was widowed and left with $400,000 of debt, which I paid off in two years. I’ve since built two seven-figure investment portfolios – one in the stock market and one in real estate – using my skills as a trained researcher who employs an evidence-based approach.
Here’s what I know to be true:
It doesn’t matter who you are, what you know, or what your current situation is. You can become a successful investor and build a strong portfolio with the right system, ongoing support, and a safe, no shame, no blame, no judgment environment in which to learn.
This is that safe space for you.
In this course, I created a step-by-step system that I wish I’d had years ago when I started to rebuild my life, dreaming of being financially free.
At the time, it felt like I had few options for my future. I thought it was too late for me.
This course would have changed my life by saving me thousands of dollars and years of lost time.
I created this course so that you can achieve financial security, peace of mind, and freedom in a tiny fraction of the time it took me to figure it out and make it happen.
Life is short. Don’t waste another minute settling for less than you want. You can do this.
Hop into the course and let’s show you how to build your own portfolio to get you to financial freedom as soon as possible!
You'll be backed by a 30-Day Money Back Guarantee
If you’re thinking, “This sounds great, but I’m still not 100% sure” you can try the course risk-free with my 30-Day Money-Back Guarantee.
I know what it’s like to be interested in taking a course, but you wonder, “Will this meet my expectations? Will this work for me?”
I know that my students get great results when they do the lessons and implement what they’ve learned:
- They develop their skills.
- They grow their confidence.
- They by investments.
- They build portfolios.
But I get that you don’t know that yet.
I want you to feel confident about taking this step and to be fully satisfied with your purchase.
So if you’re on the fence, or if other trainings have left you disappointed…
Then I want to give you the opportunity to dive into the material and experience the feeling of empowerment and excitement that comes with learning how to invest – risk-free.
That’s why I’m offering a 30-Day Money Back Guarantee:
If you’ve watched the video lessons, completed the exercises, and you don’t find the course useful by the end of 30 days, send me an email and I will happily refund your full payment within 30 Days of the course start date. No hard feelings!
I’m SO confident that if you implement what you learn inside Investing Made Simple 4.0, you’ll transform your wealth and your life.
You have nothing to lose and a bright future to gain.
Burning Questions from Previous Course Students
You will receive an email with the link when each module is released, but that doesn’t mean you have to start at that time or even on that day.
The lessons are pre-recorded, and you have lifetime access to the course, so you can start and proceed on your schedule.
With the Premium Package, you get access to me for one year of group coaching sessions.
The group coaching sessions will be recorded.
If you have a question and you know you won’t be available for one of the calls, simply submit your question ahead of time and I’ll address it during the coaching segment. You can watch the recording at a time that works for you.
There are three different course packages to choose from. If you would like access to coaching and and Q&A, choose either the Premium or the Platinum Package.
The Essential package is for self-guided learning. That said, you will have access to the private Facebook group where students can ask questions, support each other, and exchange ideas.
If you have a question about accessing the course or you’re having technical issues, you can reach out to us for help. The contact email for our support team is provided in the welcome email once you register.
Absolutely! I’m so confident in the value of the program that I offer a 30-Day 100% Money-Back Guarantee. If you’re not happy, you’ll get every penny back within 30 days of the course start date. No hassles or hard feelings!
Absolutely not. You don’t need any math or tech skills to get great results with this course. I wanted this course to work for everyone, which is why I show you exactly what to do and how to do it – in a way that everyone can understand.
If doesn’t matter if you hated math class, nor does it matter if you don’t know the first thing about spreadsheets. There’s nothing fancy or complicated in the course. It’s a simple system that works for everyone. You’re good to go!
Module 1 will be released on August 8th, with the following modules released one at a time every Tuesday. There are two Implementation Weeks built into the program to give you time to do the fun work.
Remember that you also have lifetime access to the program. You don’t have to watch the modules on the day they become available!
I’ll be honest here. The Essential Package is for self-driven, committed DIYers who don’t want additional support and guidance.
There is a lot of data about online courses and it’s crystal clear: Unless a student has support, ongoing accountability and help when life gets challenging, odds are they won’t finish the course.
I also know from fifteen years of coaching that the people who get the best and fastest results are the ones I coach directly. Everyone benefits from coaching.
Here’s my suggestion: If you can do it, get the Premium Package that comes with twelve months of coaching. It will make a huge difference.
If you can’t swing it, then start where you can with the Essential Package and hop into the course Facebook Group to connect with your peers.
It’s true that the course was designed by a woman for women. It’s also true that the coached options are for women only, as I create a safe space for them to learn and share. However, the Essential Package, which is self-guided, is open to everyone with one caveat.
Men are welcome to purchase the Essential Package. That will give them access to the important information about how to become an investor using a research-backed system. They just won’t have access to the Facebook Group. The latter is solely for women to preserve the safety of the space for all women.
Both the Premium and Platinum Packages offer payment plans over 12 months because that’s the duration of the group coaching sessions for those levels.
The content for the Essential Package is delivered within three months. The number of payments reflects the time it takes to receive the complete content for the level in question.
What an Experienced Former Financial Advisor Says About the Course
Still wondering if you should do this? 🤔
Ask yourself these questions:
If I don’t learn to invest and build wealth in a way that makes the highest, best use of my dollars, in five or ten years:
✨ Will I be closer to my financial goals?
✨ Will I have built the kind of financial cushion that I want?
✨ Will I have achieved the peace of mind that comes from knowing I’m going to be just fine in the future?
✨ Will I feel more secure?
✨ Will I have a good handle on my investments?
✨ Will I even HAVE investments??
✨ Will I be in control of my money and my future?
Or will I be in the same situation, regretting the lost time and wishing I’d taken the opportunity all those years ago?
If the questions above trigger even a tiny desire for a better future, then click on the Enroll Now button and let’s go.
You do have what it takes to be a confident, successful investor. I’m here to guide you every step of the way.
But Is it Too Late for Me?
People are living longer than ever before.
In Canada, the average life expectancy for men and women was 80 and 84, respectively, in mid-2020.
The you hear the not-uncommon stories of people living into their late 90s.
{My great-grandfather lived to be 109!}
Even if you’re 60 today, you might live another 20 to 30+ years, depending on your health and genetics.
What could you accomplish in 20 to 30 years, or more?
That’s a long time!
Just imagine what you could do in two or more decades? It’s certainly a lot of time for your money to be working hard for you.
The very best time to start investing is the moment you become an adult. The next best time, for most people who missed that chance, is today.
Don’t wait another moment to get going.
You deserve to enjoy the many benefits of having a financial cushion
- including peace of mind and choice -
without fear and guesswork.
Building wealth doesn’t have to be hard and painful.
I say this as someone who lost nearly everything in her thirties. Back then, I couldn’t even see a path to recovery, let alone wealth.
It took me years of endless research, making mistakes, losing money, and sifting through an endless stream of conflicting advice to finally crack the investing code.
Today, I’m financially free and I know how to help you build wealth in a fraction of the time it took me.
Hop into the course and let’s get you get you a financial cushion as quickly as possible.
I don’t want you to waste another minute and I don’t want you looking back with regret ten years from now.
I can’t wait to meet you and show you how to investing inside Investing Made Simple 4.0!
I’ll see you on the inside.
All my best,
Doris