Got my associate portfolio management license (fastest turnaround ever?)

Eric Seto

Sep '24 (edited) • General discussion

My vision is to build my hedge fund in 2 years.

I believe that there are 3 ways to help people get to financial independence:

1. Teaching them how to fish (Investing Accelerator coaching program)

2. Fishing for them (Invest in my hedge fund)

3. Owning a fishing business (Pre Series Round A - Angel investing)

For the longest time (7+ years), I've taught hundreds of students how to fish.

Now, it is time to expand.

Last Thursday, I submitted my application to be an associate portfolio manager to BC Securities Commission.

Within 3 working days, the Securities Commission approved my application and now I am an associate portfolio manager.

My mentor said this process usually takes 3 months.

This is one of the fastest turnaround ever (likely because I am overqualified with my private equity experience).

Instead of just teaching you how to fish, I can now fish for you too.

I am happy to announce that I can help manage your RRSP / TFSA account for Canadian investors using my Smart Index Fund strategy.

This is the same strategy you will learn in Investing Accelerator except I will do it for you so it is completely hands-off.

I am onboarding clients gradually.

If you are a Canadian investor, reply "Manage my account" and I will add you to the waitlist.

For international investors (including US), you can reply "Manage my account - I am based in LOCATION" as well. I will add you to the waitlist as well. It might not be available until a later date

Cheers,

Eric

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Eric Seto

Chartered Professional Accountant (CPA)

Chartered Investment Manager (CIM)

Founder of 5MinInvesting.com

In September, my goal is to help 10 people without a financial background to master investing through Investing Accelerator.

Investing Accelerator is designed for people without a financial background.

The goal is to achieve 30% return per year.

In the first phase, you will learn long term investing and targeting 30% for tax free compound growth. This will help accelerate your overall wealth.

In the second phase, you will learn monthly passive income to provide a more predictable cash flow (target 30% per year) which can cover your expenses. This will help accelerate your retirement goals.

If you are interested, then let's hop on a call to see if you can benefit from the strategies in Investing Accelerator and get 30% per year.

During the call, we will map out exactly how you can achieve 30%, what you are lacking, how you can improve.

If you have any questions about the program, you can ask during the call as well.

Schedule a call here: https://bit.ly/48mJlgR

Remember to go to the Classroom tab for additional investing resources.

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Got my associate portfolio management license (fastest turnaround ever?)