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Service
Center
-
PERSONAL INVESTMENT TRAINING
AND COACHING
-
CONSULTING SERVICES
- INVESTMENT
SEMINAR SERIES
-
PUBLISHING - COMING SOON!
PERSONAL
INVESTMENT TRAINING
AND COACHING
Investment
Training & Coaching
services for:
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Discount
Brokerage Account Clients
-
Full
Service Brokerage Account Clients
-
Investment
Clubs & Associations
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Monthly
Plans - Training & Coaching
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Private
Sessions - Hourly Rates with Agenda
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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:
-
-
SERVICE
-
ACCOUNTABILITY
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EXPERTISE,
and
- EXECUTION.
Second
Opinion & General Portfolio Overview (minimum 2 hours).
INVESTMENT
SEMINAR SERIES:
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Tony
Spagnolo, FCSI
Founder, Investment Coach and Educator
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Tous
nos services sont aussi disponibles en Français
OUR
COMMITTMENT IS TO ENSURE YOUR SUCCESS... YOUR WAY!
LIST
OF SERVICES
Benefits
for our clients
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Bilingual
Service (English, French)
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24/6
Training & Coaching Service
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Rapid
Response Time, by email or telephone (no later than 24 hrs. after
official request).
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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.
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Personalized
monthly "check-up" review.
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Portfolio
"Alert Service" for high concentration portfolio
holdings (10% and over).
-
Monthly
"The PRC Observer" Newsletter.
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A
monthly fee of only $179
CDN (Monthly plans only)
EDUCATIONAL
SEMINAR SERIES
PUBLISHING
- COMING SOON!
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/Fax: 514.583.5864 Email: tonyspagnolo@rogers.com
©
Copyright 2006 Portfolio Resource Center - Your Personal Investment Coach.
All Rights Reserved. All
logos, trademarks, brandnames or product names included in this web site
are trademarks, registered trademarks, tradenames or copyright of their
respective holders. |
