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Subscriptions
Every tier is a living, regularly-updated body of work — not a static report. New holdings, watchlist names, and notes are added as the market moves and as opportunities surface. Below: what's inside each tier, how often it's refreshed, and how access works.
Portfolios, watchlists, and recommendations are refreshed in real time as decisions are made — not on a quarterly schedule.
When something material happens — a major economic event, a sector shift, a new name on the watchlist — subscribers see it in time to act.
No commissions. No products sold. The only revenue is your subscription or guidance services, so the recommendations exist to serve you — not a sponsor.
Follow along, no signup required.
A push to de-risk from US markets — built on Canadian conviction and economic strength.
For investors who want the full kit — international portfolios, extensive watchlists, and educational content.
Invite-only. Reserved for long-term clients. VIP access.
Hidden — VIP only
Disclosed upon invitation
Subscribe from the home page (the tier drawer for that tier shows a “Subscribe” button), or enter a clearance code if one was provided to you. Access activates immediately.
Yes. Subscriptions are managed from your Account page and can be cancelled at any time. You keep access through the end of the current billing period.
Cadence varies by tier (see above), but the principle is the same across all paid tiers: updates happen continuously each month. Hence, the monthly subscription model.
No. Subscriptions give you visibility into how real, ethically-screened portfolios are designed for high growth and continuous research only. For personalized guidance, book a one-on-one consultation or request full curation.
Every name considered for any tier passes the same exclusion list — no alcohol, tobacco, gambling, adult industry, illicit drugs, or weapons sold into active conflict zones. Careful consideration is also given to maintain sharia-compliance for Muslim investors. See the full framework.
Send a note via the Contact page — replies usually within 1–2 business days.
Open the home page to browse public portfolios, or jump straight to a paid tier drawer to subscribe.
