* Our Subscription Packages – Details
THE HUMAN FACTOR APPROACH TO INVESTING!
PORTFOLIO RESOURCE CENTER was created in 2006 and was recently modified to provide for a combined Virtual and Human Factor Approach and to complement Autonomous Personalized Investing. PRC is uniquely suited for Do-It-Yourself (D-I-Y) Self-Directed Investors using Discount Brokerage Services (DBS) for their Registered and Non-Registered Investment accounts.
A value-enhancing Coaching/Training/Monitoring & Investor Facilitating Domain for Online, Discount Brokerage & Self-Directed Investment Accounts!
THREE (3) UNIQUE MONTHLY SUBSRIPTION PACKAGES
(*/**/*** Included in our Monthly Subscription Packages)
* 1. FREE BASIC PACKAGE / NO FEE – Introductory Package – Free subscription – (Renewable every month / Subject to change without notice). Please see: ‘Advantages and Benefits for our Members’ section for package details below:
** 2. PREMIUM PACKAGE / $79 Cdn monthly – Minimum 3-month subscription – Investment Portfolio Coaching/Training/Monitoring & Investor Facilitating Services (plus applicable taxes). Please see: ‘Advantages and Benefits for our Members’ section for package details below:
*** 3. ELITE ADVANTAGE PACKAGE / $129 Cdn monthly – Minimum 3-month subscription– Investment Portfolio Coaching/Training/Monitoring & Investor Facilitating Services (plus applicable taxes). Please see: ‘Advantages and Benefits for our Members’ section for package details below:
PACKAGE DETAILS, ADVANTAGES AND BENEFITS FOR OUR MEMBERS
- */**/*** Bilingual Service (English, French)
- */**/*** Regular Business hours for: Coaching/Training/Monitoring & Investor Facilitating Services
- **/*** Rapid Response Time by: email, text or telephone (no later than 24 hrs. after official request).
- */**/*** All Responses and/or Enquiries are backed up by our 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 “Snap-Shot” Review for Discount Brokerage Services (DBS) accounts and (Second opinion for Full-Service accounts).
- **/*** Portfolio “Alert Service” for high concentration portfolio holdings (10% and over).
- **/*** One (1) FREE Monthly Investment Portfolio Coaching session – (30 minutes, $55 Cdn value). (Additional coaching sessions can be arranged at discounted rate of $45 per session). Please click here for Coaching sessions list: (full list to be available and published soon).
- * One (1) FREE Introductory Investment Portfolio Coaching session – (30 minutes, $55 Cdn value). (Additional 20-min. coaching sessions can be arranged at discounted rate of $45 per session). Please click here for Coaching sessions list: (full list to be available and published soon).
- **/*** (Value-Added Service) Servicing your Discount Brokerage Services (DBS) account (1): We will provide you with Personalized Guidance of the various Investment Tools available on your DBS’s platform and help you to maximize and benefit from these tools. We will help you to; a) login to your DBS platform, b) view your Portfolio, c) navigate throughout your platform; d) generate various reports, e) print your monthly statements, Portfolio Reports, and Tax Documents, d) transfer funds from one account to another within your DBS and BANK platforms, f) make contributions to your Personal Registered accounts, and more!
- */**/*** Personalized Monthly Portfolio “Asset Allocation Assessment”.
- */**/*** Personalized Monthly Portfolio “Sector Analysis Assessment”.
- **/*** Personalized Monthly Fundamental /Technical General Overview Assessment of Individual Holdings.
- ** 10% Discount on Empowerment Webinar Series Course – 17 Modules (coming soon).
- *** 25% Discount on Empowerment Webinar Series Course – 17 Modules (coming soon).
- */**/*** Monthly “The PRC Observer” Newsletter/Blog (Coming soon).
- **/*** 25% Discount on Publishing – (Coming Soon) Books, Blogs/Articles, Newsletter/Journals.
- ► SPECIALIZED SERVICES on demand – Quarterly Personalized Detailed Full Portfolio Report including; a) Consolidated Portfolio Asset Mix, b) Statistical Portfolio Analysis and Market Quartile Comparisons, c) Portfolio Holdings with Percentages, and d) Portfolio Suggestions and Market Overview Commentary. Please note: – for Discount Brokerage Services (DBS) accounts only. (This service is ideally suited for High-Net Worth Portfolios . “Individual Grouped or Family Accounts” qualify for this Service. An additional charge of $235 Cdn (plus applicable taxes) applies for this Service. For more details, please inquire during complimentary Consultation or by going to our CONTACT FORM below.
- ► SPECIALIZED SERVICES on demand – Package of five (5) Private Investment Portfolio Coaching sessions – (30 minutes per session, $55 Cdn value – Package discount for $40 per session = $200, plus applicable taxes). (Additional Individual coaching sessions can be arranged at discounted rate of $45 per session). Please click here for Coaching sessions list: (full list to be available and published soon).
UNIQUE & PRACTICAL / INNOVATIVE / PERSONALIZED & EMPOWERING!
For a “Second Opinion” on your Investment Portfolio or for more details on our services and how we can help you with your portfolios, or for additional information pertaining to your Personal Investor Profile, please book your FREE 15-minute no-obligation telephone call or Virtual call on (Skype), by choosing and scheduling your free Private and Personalized Consultation using our “Booking Calendar” here: portfolioresourcecenter.com/book-a-free-consultation
…or by going to our CONTACT FORM.