Service Center

  1. PERSONAL INVESTMENT TRAINING
    AND COACHING
  2. CONSULTING SERVICES
  3. INVESTMENT SEMINAR SERIES
  4. PUBLISHING - COMING SOON!

PERSONAL INVESTMENT TRAINING
AND COACHING

Investment Training & Coaching
services for:

  • Discount Brokerage Account Clients
  • Full Service Brokerage Account Clients
  • Investment Clubs & Associations
  • Monthly Plans - Training & Coaching
  • Private Sessions - Hourly Rates with Agenda
  • Corporate Rates - Minimum of 10 participants.

CONSULTING SERVICES
  • ADVISOR/MANAGER SCREENING SERVICE

    With over 24 years experience in the investment industry, we're able to screen for you the company or Individual Advisor/Manager which is right for your Personal Investment Needs & Objectives.

    Our research is based on:

    • EXPERIENCE
    • SERVICE
    • ACCOUNTABILITY
    • EXPERTISE, and
    • EXECUTION.
Second Opinion & General Portfolio Overview (minimum 2 hours).

INVESTMENT SEMINAR SERIES:


Tony Spagnolo, FCSI
Founder, Investment Coach and Educator


Glossary of
Investment Terms

 

Click here
for Personal Financial Self-Assessment Quiz, and Model Portfolio profiles.


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OUR COMMITTMENT IS TO ENSURE YOUR SUCCESS... YOUR WAY!


LIST OF SERVICES

Benefits for our clients

  • Bilingual Service (English, French)
  • 24/6 Training & Coaching Service
  • Rapid Response Time, by email or telephone (no later than 24 hrs. after official request).
  • All Responses are backed up by, timely information and analysis provided by our expertise and by various established Internet and/or non-internet sources we believe to be reliable.
  • Personalized monthly "check-up" review.
  • Portfolio "Alert Service" for high concentration portfolio holdings (10% and over).
  • Monthly "The PRC Observer" Newsletter.
  • A monthly fee of only $179 CDN (Monthly plans only)

EDUCATIONAL SEMINAR SERIES

PUBLISHING - COMING SOON!

  • Books
  • Articles
  • Journals

For more details on how we can help you with your portfolios or for additional information pertaining to your personal investor profile, please email your question by going to our REQUEST FORM.

 


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PORTFOLIO RESOURCE CENTER, 2140 Quesnel Street, Montreal, Quebec (CANADA), H3J 2R8
Telephone/text: 514.583.5864 Email:
tonyspagnolo.ts@gmail.com

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