The Complete VIP Stock Portfolio Building Package
(On-Demand Webinar Included)

KeyStone’s Complete VIP Stock Portfolio Building Package is designed for clients who are serious about taking control of their financial future!

With KeyStone’s VIP Membership (Value: $4,995) receive the Research and Tools to build your own 15-25 stock portfolio:

• KeyStone’s VIP Portfolio – Including the 25 top stocks from our research coverage. A diverse set of high quality Growth, and Dividend Growth Stocks.
• KeyStone’s VIP Portfolio Builder Tool – Designed to aid you in the portfolio building process and guide you to which stock we believe you should purchase next.
• Access to over 100 Live Q&A sessions with our analysts and 2 annual VIP portfolio reviews (2-hour interactive sessions) where our analysts review every stock in our VIP Portfolio.

With KeyStone’s On-Demand Seminar (Value: $1,000), we will give you the information to get started:

Event Details:

1. Market commentary – Current valuations from a historical perspective.
   • Where are market valuations today from a historical perspective. 
   • What investments you should focus on in your portfolio for 2025.
2. Where to find the next 10x Stock.
   • How do we do it – where do we look? Learn the simple formula that allows KeyStone to identify and recommend 10x and even 200x stocks (20,000% plus returns) including Hammond Power (HPS.A:TSX), Boyd (BYD:TSX), Janna (JAN:TSX) (acquired at $90), WaterFurnace (WFI:TSX) (acquired at $30.60) or XPEL (XPEL:NASDAQ).
   • How 2-3 great stocks in your lifetime can be game changing in your portfolio.
3. The New Model: How to build a simple 15-25 stock portfolio.
   • Why the conventional portfolio model is broken.
   • Break from the big banks that charge high fees.
   • Position your portfolio to beat the market with potential 10x stocks and great dividend growers.
4. Unlocking income and growth: how falling interest rates fuel dividend stock opportunities into 2025.
   • Dividend stocks are becoming increasingly attractive as rates decline (GICs, Bonds, etc.) – uncover dividend growth opportunities that increase your dividend payment every year!
5. Navigating high growth opportunities in the U.S. Market for Canadian Investors.
   • Are Canadians critically underexposed to U.S. growth & dividend stocks?
   • How does the U.S. election affect your portfolio?
   • Canadian vs. US Stocks. 
   • The Launch of KeyStone’s U.S. Small-Cap Growth Stock Service.
6. Total Portfolio Asset Allocation & Risk Tolerance.
   • Asset allocation for the total portfolio (including fixed income).
   • Risk tolerance – how to assess and impact on asset allocation.
   • Fixed income investing.
   • Dividend growth stocks for income.
   • Asset allocation methods and examples including the age method.
   • Example allocations for different risk tolerances.
   • Diversification in equity / stock segment of portfolio (using indexed ETFs).
   • Asset allocation examples (2 to 4 examples using fictional investor profiles).
7. A primer on KeyStone’s Fundamental Investing Strategy.
   • What is fundamental financial analysis?
   • Why we recommend clients focus on cash flow, great management & strong businesses.
   • Basic financial statements & key financial ratios we use: PE, P/CF, P/FCF, EV/EBITDA, and Net Debt/EBITDA etc.
   • Applying financial analysis to KeyStone’s research – the types of stocks we look for.
   • What kind of stocks we avoid.
8. Self Directed Brokerage & Registered Accounts 101.
   • Questrade, TD, BMO, RBC, etc.
   • Types of Registered Accounts TFSA/RRSP/FHSA & Considerations for Portfolio Building.
   • Decumulation strategy
9. VIP Portfolio Review.
   • Complete analysis of 15 high conviction stock BUYs from our VIP Portfolio including our top tech, infrastructure, healthcare, resource (gold & energy), dividend growth stocks, cash rich small-cap stocks, stable businesses, and more. 

If you are serious about building a long-term, a profitable stock portfolio that pays you to own it and wants to learn how, Become a VIP Client and attend our VIP Seminar, get a complete 25 growth and dividend growth stock portfolio which you can start buying today, and learn our simple plan to help you start or fix your stock portfolio.

Today, we are on the hunt for the next game-changing stocks for your portfolio. Join the thousands of Canadians who have already made the simple switch – start by spending just a couple of hours with our analysts and become a better investor.