This package includes:

• a brief pre-meeting questionnaire to determine your current level of knowledge and if there are any specific items you wish to cover

• 3 separate hour long meetings over ZOOM (parents can sit in with us if they like - sometimes that works best)

• We aim to end each session with some actionable things the student (or family) should complete prior to the next session - such as setting up a brokerage account

• 3 personalized post meeting emails with recommended 'next steps'

• A customized excel spreadsheet for the student that will allow them to track their investments in the years ahead

• Cost = $150 CAD

• Our true goal with this package is to guide the student from developing an interest in investing all the way through setting up a brokerage account so that they can start to purchase stocks on their own.  If the student wants or needs an extra hour or two they can be added through the Munger package at any time.