Transform scattered financial decisions into a coordinated investment strategy. Our comprehensive calendar system helps Canadian investors track opportunities, plan exits, and never miss crucial market dates again.
Explore Our ProgramMost investors react to market news. Smart investors plan ahead. Our calendar-driven approach has helped over 800 Canadian investors since 2019 develop systematic investment habits that actually stick.
The difference between hoping and planning is often just a good calendar. We've seen too many investors miss opportunities simply because they forgot important dates or didn't have a systematic approach to timing their moves.
Senior Investment Calendar Strategist
After missing a crucial dividend reinvestment opportunity in 2018 that cost her $3,200, Isabelle developed our signature calendar methodology. She's spent six years refining systems that help investors never miss another important financial date. Her background in behavioral finance helps clients build sustainable investing habits.
Portfolio Timeline Specialist
Margot discovered the power of investment calendars while managing her family's portfolio during her father's illness. She realized that systematic planning reduces emotional decision-making during stressful periods. Now she teaches other families how to create investment systems that work even when life gets complicated.
We don't believe in generic investment advice. Every calendar system we build reflects your specific goals, timeline, and Canadian tax considerations. Here's how we help you develop a personalized investment schedule that becomes second nature.
We analyze your current investments and identify all time-sensitive opportunities you're currently missing. This includes dividend schedules, tax deadlines, and optimal rebalancing windows.
Using your specific holdings and goals, we create a personalized investment calendar that integrates with your existing schedule. Every important date becomes automatic.
We help you implement the calendar system and provide ongoing support to ensure it adapts as your portfolio grows and market conditions change.
Choose the level of support that matches your experience and portfolio complexity. All programs include our core calendar methodology and Canadian tax optimization strategies.
One-time setup fee
Setup + 6 months support
Our next program cohort begins September 2025. We work with a limited number of clients each quarter to ensure everyone gets the personalized attention their investment timeline deserves.
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