The New Way to Build Your Portfolio

  • Learn why the traditional “Big Bank” high-fee diversified model is killing your returns - find out our solution.
  • Learn why KeyStone was the only advisor in Canada to continually (25 times) recommend clients the best performing stock in Canada over the last decade – The Boyd Group (BYD.UN:TSX) – up over 7,880% - a game changer for any portfolio.
  • Find out if stocks are cheap or expensive? What to do in a recession or crash?
  • Real current BUY recommendations to start your portfolio today! 1-2 of the best dividend growth stocks, 1-2 of the best, unknown, but highly profitable Canadian Small-Cap stocks, & 1-2 of the best U.S. growth stocks.
  • Are Cannabis, Block Chain, Big Data, Cybersecurity, Machine Learning, AI or Gaming Stocks right for your portfolio?
  • Simplify your stock portfolio, pay less fees and take control of your financial future.
  • Build a portfolio that enriches you, not your advisor.

Free for all attendees

2 Free Gifts for all attendees

KeyStone’s 40+ Page Canadian Dividend All-Star Report ($599) + Your Future Portfolio Today in 10 Stocks Seminar Video ($79).

A total value of over $650, just for attending the event!

About your Special Gift:

1) Dividend All-Star Report

  • Comprehensive analysis of the complete universe of dividend stocks in the Canadian market.
  • 8 BUY recommendations & 23 top tier dividend growth stocks we are monitoring for entry points.

2) Your Future Portfolio Today in 10 Stocks

  • 2 –hour video on how to blend today’s hottest themes with fundamental growth principles.
  • Cannabis Stocks | Artificial Intelligence (AI) | Blockchain | Internet of Things (IoT) | SaaS Stocks | Aging Population (Healthcare)

 

Why Attend?

Learn a better way to build your stock portfolio – simply buy great individual stocks from the research team that recommended the best performing stock on the TSX over the past decade & the best performing non-penny stock in 2018.

Get Real Recommendations!

The seminar will also provide full analysis and current recommendations on 5 stocks

Including 1-2 of the best dividend growth stocks, 1-2 of the best, unknown, but highly profitable Canadian Small-Cap stocks, & 1-2 of the best U.S. growth stocks. Stocks like XPEL Inc. (XPEL:NASDAQ) – recommended at most recent seminars in the $5.00 range for gains of 120% just for attendees who bought shares. For clients who purchased XPEL on our original recommendation just two years ago at $1.42, gains are now 680%.

Fall 2019 Stock Investment Seminar Cities

Oakville


October 8, 2019

Markham


October 9, 2019

Kitchener/Waterloo


October 10, 2019

Kamloops


October 15, 2019

Victoria


October 16, 2019

Langley


October 17, 2019

Vancouver


October 22, 2019

Calgary


October 23, 2019

Edmonton


October 24, 2019

Pricing Options

  • Early Bird Tickets

    $29.95
    • General Admission & Seating.
    • KeyStone's 2019 Canadian Dividend All-Star Report ($599 Value).
    • KeyStone’s DIY Stock Investment Seminar Video Series – Your Future Portfolio Today in 10 Stocks ($79.99 Value).
  • VIP Tickets

    $79.95
    • VIP Admission & Seating.
    • KeyStone's 2019 Canadian Dividend All-Star Report ($599 Value).
    • KeyStone’s DIY Stock Investment Seminar Video Series – Your Future Portfolio Today in 10 Stocks ($79.99 Value).
    • KeyStone’s DIY Stock Investment Seminar Video Series – Building a Winning Stock Portfolio Inside or Outside Your RRSP/TFSA One Stock at a Time ($79.99 Value)
    • KeyStone’s 2019 Canadian Small-Cap Breakthrough/Turnaround Report ($599 Value).
  • Door Price

    $59.95
    • Pay at The Door.
    • Cash Only.
    • Limited Availability.

Learn How to Create a Simple 10-25 Stock Portfolio

Simplify your stock portfolio, pay less fees and take control of your financial future.

Tired of the high fees and meager returns from traditional big bank mutual fund and ETF investing?

Or do you just want to learn to be a better investor.

Join the thousands of Canadians like you who have taken control of their stock portfolios with a simple strategy that allows you to pay less fees and creating a quality 10-25 stock portfolio.

It’s your money and your financial future, so do something about it.

For the past 20 years, I am proud to say Keystone’s unique research has been leading the charge for independent minded investors across Canada – come to one of our Fall 2019 DIY Stock Investment Seminars in a city near you and learn:

  1. Why the traditional “Big Bank” diversified model is broken.
  2. From the research team that recommended the best performing stock on the entire TSX over the past decade – The Boyd Group (BYD.UN:TSX), up over 7,880% and one of the single best performing Canadian non-penny stocks in 2018, XPEL Inc. (XPEL:NASDAQ), up 320% on the year and now up 680% in the past 2-years.
  3. Find out why dividend growth stocks, which provide both income and growth, should be core to your portfolio.
  4. Macro Overview – What is going on in the market and global economy right now? Is the market expensive or cheap? Why you shouldn’t try and time the market. What happens if there is a recession or crash?
  5. Learn how wide diversification, a commonly used big bank strategy, may not be right for your portfolio.
  6. Learn KeyStone’s simple strategy to help you create a 10-25 quality stock portfolio.
  7. Are Cannabis, Block Chain, Big Data, Cybersecurity, Machine Learning, AI or Gaming Stocks right for your portfolio?
  8. Real current BUY recommendations to start your portfolio today! 1-2 of the best dividend growth stocks, 1-2 of the best, unknown, but highly profitable Canadian Small-Cap stocks, & 1-2 of the best U.S. growth stocks.

KeyStone is truly an independent research advisory firm. This should not make us unique in Canada, but it does. Unlike the big banks and brokerages, we do not perform financing for the stocks we recommend and do not receive payment from companies for their inclusion within our research.

This focusses us on one thing, finding the best performing stocks for investors across North America.

To be frank, our DIY Stock Seminar is not a get rich quick scheme – if you are looking for the magic button to financial freedom, look elsewhere. What we provide is solid, practical advice with real time tested recommendations and a simple ongoing strategy.

We do not believe in hype. Our goal is to keep it simple and recommend buying great businesses. Our research, paired with a low-cost discount broker helps you create a simple portfolio of between 10-20 stocks designed to beat the market long-term.

If you are tired of playing high fees and underperforming the market take just a couple hours of your time and become a better investor.

Proof is in the Results

Real profit from the buy recommendations – Fall 2018 DIY Seminar Recommendations Included;

                                                                                                                      

 

Recommendations you will find nowhere else.

We look forward to seeing you at one of our upcoming Fall 2019 events!

Fall 2019 DIY Stock Investment Seminar Agenda

  • Breaking from the Traditional "Diversified" Portfolio Model

    a) Why the traditional “Big Bank” diversified model is broken.
    b) A look at the problems with typical Canadian Mutual Funds.
    c) Big bank & traditional advisor’s high fees.
    d) A simple low cost market mirror portfolio on a shoestring budget.
    e) Our Solution
    • Take control, pay less fees.
    • Create a simple 15-25 stock portfolio.
    f) How to create your DIY Portfolio.
    • Start with a discount brokerage account.
    • Asset allocation - how much to invest.
    • Focused diversification - how many stocks to own.
    • Strategy for portfolio building.
    • When to SELL a stock.
    • Review and rebalance.
    g) How much capital do I need?
    h) Which of KeyStone’s research services are right for you.

  • KeyStone's Strategy - How You Can Beat the Market

    a) Intro to KeyStone’s strategy.
    • Growth at a reasonable price (GARP).
    • Mid to long-term investing.
    • Individual selection of stocks with strong fundamentals, growth and valuation.
    b) Recap of last 2 model portfolios.
    • Why did we pick these stocks
    • How did they perform?
    • Why do we provide starter portfolios?
    • How can investors use the starter portfolio?
    c) What do we look for in companies?
    • Profitability and growth.
    • Balance Sheet.
    • Valuation.
    • Industry analysis and discussion with management.
    d) How do we find the stocks we recommend?
    e) General Portfolio Overview.

  • Quick Macro Discussion

    a) What is going on in the market and global economy right now?
    b) Is the market expensive or cheap?
    c) Why you shouldn’t try and time the market.
    d) What happens if there is a recession or crash?
    • Long-term approach.
    • High quality stocks.
    • U.S. Growth/Value Stock Research.

  • KeyStone’s 3 Areas of Research

    a) Canadian Small-Cap Growth Stock Research
    b) Canadian Income/Dividend Stock Research
    c) U.S. Growth/Value Stock Research

  • Current Portfolio - 5 Stock Recommendations

    a) 1-2 of the best dividend growth stocks in Canada.
    b) 1-2 of the best, unknown, but highly profitable Canadian Small-Cap stocks.
    c) 1-2 of the best U.S. growth stocks – 1 industry leader and one under followed growth-at-a-reasonable price (GARP) stocks.

  • Q&A

    At the end of every DIY investment seminar, we open the floor to your questions in an interactive Q&A session with Ryan Irvine and Aaron Dunn. Ask any question you may have on your portfolio, specific stocks or any of our stock research services.

Video Testimonials

See What KeyStone Clients are Saying

Client Testimonials

A few words from KeyStone clients & seminar guests

I heard about the Keystone seminars on the Moneytalks radio program and decided to go along as I am always trying to improve my own financial education as a self directed “newbie” investor. I have to say I was rather sceptical and half expected a “get rich quick” hard sell type seminars having attended such before. I was so pleasantly surprised that instead the Keystone presenters provided easy to understand, common sense advice and education with a unique approach. In terms of time well spent and the financial information gleaned it was an absolute bargain. Following the seminar, I have a greater understanding of investing strategy and I also bought one of their stock recommendations which has served me incredibly well having risen more than 30 percent in less than a year.

Caroline - Vancouver DIY Seminar Guest

Your efforts have certainly helped me with my investments. While not every recommendation can go up, you certainly have many more winners than losers. Your chat sessions are a very nice feature.

Allan - KeyStone Client

I have been a subscriber of Keystone Financial for 9 years. I have found that Ryan and Aaron’s ability to find under-valued, under-followed profitable companies is second to none. They play in a niche part of the market, only advising on profitable companies, especially companies that aren’t well known. They may miss out on on early stage unprofitable companies but as a subscriber I also know that my investments are safe and can withstand severe market downturns. For example, yesterday the US Dow Jones was down 1100 points and of my five US holdings, four were up and one was even, not to mention that the one that was even is up over 100 percent since their recommendation and that doesn’t include the dividend. I have made substantial money from their Small Cap and US Growth Research. I also subscribe to their Income Stock Research for the income portion of my portfolio. I really enjoy their Cash Rich, Break-though and Orphan reports which they put out yearly. In one of these reports they highlighted a company that I purchased which has returned over 600 percent in just two years. I have attended Keystone’s last two DIY seminars in Edmonton which were very informative. These seminars help investors understand the basis for how they can evaluate and invest in companies traded on the US and Canadian stock markets. They also take questions from the audience and stay until they have answered everyone. I highly recommend Keystone’s research for anyone wanting to invest in the stock market. In my opinion they will give you the best un-baised research of any investment analysts for an exceptional price.

Dave Kegler - KeyStone Client

Ryan Irvine and the KeyStone team are the best small-cap analysts in Canada, in my estimation. Their focus on profitable growth companies has produced a steady stream of winners for readers of my Wealth Builder newsletter. including one stock that has gained over 1,000%.

Gordon Pape - Canadian Author, Columnist & Investor

Real Recommendations

A sampling of real recommendations from recent research and seminars.

Special Gifts to All Attendees - Don't Miss Out on These.

KeyStone’s 2019 Canadian Dividend All-Star Report ($599 Value).

Provides a comprehensive analysis of the complete universe of dividend stocks in the Canadian market.

We identified 352 dividend paying stocks listed in Canada, applied KeyStone’s rigorous criteria and came to our top 8 current BUY recommendations.

Report contains research on 23 additional companies we are monitoring.

KeyStone’s DIY Stock Investment Seminar Video Series – Your Future Portfolio Today in 10 Stocks ($79.99 Value).

Lesson 1: Introduction

Lesson 2: Protect Yourself & Beat The Markets

Lesson 3: Key Investment Themes of Today & The Future

Lesson 4: Conclusion

City List

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If you cannot attend one of our Spring events please let us know and we will keep you informed about our upcoming events, topics, and future dates.

Future Events

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If you don’t see your city on our upcoming events list, please let us know and we will do our best to make it there in the future.

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