Services & Research Center
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!
- Personal Investment Portfolio Coaching/Training & Investor Facilitating Services
- “Second Opinion” Portfolio Reviews
- Investment Webinar Series – Coming Soon!
- Publishing – Coming Soon!
- Personal Investment Portfolio Coaching/Training & Investor Facilitating Services for: Discount Brokerage Service (DBS) Accounts; * Three (3) Monthly Unique Packages
a) Our FREE BASIC monthly PACKAGE;
b) Our PREMIUM / $79 monthly PACKAGE;
c) Our ELITE ADVANTAGE / $129 monthly PACKAGE
* IN CDN FUNDS – plus applicable taxes). Please see: ‘Benefits for our Members’ section for our package details.
2. “Second Opinion” Portfolio Reviews for: Full Service Brokerage (FSB) Accounts (Second opinion only) – a) Charities and other non-profit organizations requiring investment guidance. b) Investment Clubs & Associations. c) Monthly Plans – Coaching & Training – Private Sessions – (Hourly rates with agenda). – Corporate Rates – Minimum of 5 participants (with agenda).
- Advisor/Manager “Screening Service”
With over 30 years experience in the investment industry, we’re able to help screen and suggest for you the most compatible service (company and/or type of Individual Advisor/Manager) that is most suited for your Personal Investment Needs & Objectives.
Our Screening research is based on:
Note: Second Opinion & General Portfolio Overview (fees apply; minimum 2 hours).
RESEARCH CENTER / LATEST NEWS AND FUNDAMENTAL TOOLS
For the latest news and Investment Updates, please click here: cnbc.com, barchart.com, marketwatch.com, https://ca.investing.com/usatoday.com, sec.gov, sedar.com, tsx.com, m-x.ca, nasdaq.com, theguardian.com, axios.com
INVESTMENT WEBINAR SERIES:
for Personal Financial Self-Assessment Quiz, and Model Portfolio profiles.
OUR COMMITTMENT IS TO ENSURE YOUR SUCCESS…YOUR WAY!
Our services are not intended for day-traders, speculators, or high-risk oriented investors.
This site is ideally suitable for moderately aggressive to conservative portfolios.
For list of Discount Brokerage Divisions owned by Canadian banks, please click here: https://portfolioresourcecenter.com/discount-brokerage-services/
LIST OF OUR SERVICES
- * 1. FREE BASIC PACKAGE / NO FEE -Introductory Package (Free – renewable every month / Subject to change without notice).
- ** 2. PREMIUM PACKAGE / $79 monthly /min. 3-month subscription – Investment Portfolio Coaching/Training?Monitoring & Investor Facilitating Services (plus applicable taxes).
- *** 3. ELITE ADVANTAGE PACKAGE / $129 monthly / min. 3-month subscription – Investment Portfolio Coaching/Training/Monitoring & Investor Facilitating Services (plus applicable taxes). Please see: ‘Benefits for our Members’ section for package details below:
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 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 $55 per session).
- * One (1) FREE Introductory Investment Portfolio Coaching session – (30 minutes, $55 Cdn value). (Additional 30-min. coaching sessions can be arranged at discounted rate of $45 per session).
- */**/***Monthly “The PRC Observer” Newsletter/Blog (Coming soon)
- ** 10% Discount on Empowerment Webinar Series Course (coming soon)
- *** 25% Discount on Empowerment Webinar Series Course (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) 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).
UNIQUE & PRACTICAL / INNOVATIVE / PERSONALIZED & EMPOWERING!
For any questions on our services or to Book your FREE 15-minute no-obligation Consultation telephone call or Virtual call on (Skype) by choosing and scheduling your free Private and Personalized Consultation using our “Booking Calendar” here: https://portfolioresourcecenter.com/book-a-free-consultation
…or by going to our REQUEST FORM.