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mentor program

Our intermediate investor, Rob, has just finished going through our unique investment mentoring program. He's learned all about asset allocation and defining a core investing strategy using ETFs.

Weeks ago, we ran an investing contest. The winners were classified in to three categories: advanced, intermediate and beginner.

The winner of our intermediate category, who can be identified only as Rob from St. John's, and Warren MacKenzie have had three online discussions on sharpening Rob's investment strategy. You can review them here:

Warren MacKenzie is the founder of He is a CA, CFP and CIMA (Certified Investment Management Analyst), the author of The Unbiased Advisor and co-author of New Rules for Retirement.







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