Moolala Podcast Listeners Special Offers

  • Start Building Your DIY Stock Portfolio Today

    Over $1200 in Savings!

Pay Less Fees & Earn More Money!

With KeyStone’s flat fee research investors can save thousands as compared to the fees paid with traditional advisors.

KeyStone’s simple flat-fee portfolio strategy could save you $10,000 each year and earn you over $2 million more in a $500,000 sample portfolio. Considering an annual return of 7.5% and an investment horizon of 30 years.

KeyStone’s Ryan Irvine will join Bruce Sellery on Moolala talking about building a DIY stock portfolio. Tune in on Moolala, SXM 167 on Sat Dec 19th at 9am and 4pm and at Sun Dec 20th at 11am and 9pm.

KeyStone is an independent financial advisor firm. For over two decades we have been helping individual Canadian & US investors build simple 15-25 stock portfolios consisting of quality growth & dividend growth stocks. Investors pair our research including BUY/SELL & HOLD stock advice, and portfolio building strategies with an online discount brokerage account to help them save on fees and build simple portfolios with the goal of creating long-term wealth.

We help you create a simple stock portfolio designed to enrich you, not your advisor. KeyStone focuses on the two elements in your portfolio:

  1. Composition or what you put in it and
  2. Construction or how you build it.

The most important element to your success is what you put in your portfolio. That is why we focus on research. Our analysts, and that is where we are specialists, literally go over all 3,500+ Canadian stocks twice a year and look at over 3,000 in the U.S. to find our clients 15-25 stocks.Why? Stocks are by far the most important part of your portfolio (comprising 50% +).

Identifying great stocks which are businesses that grow and pay dividends long-term is the best way to grow your wealth. By painstakingly researching these businesses (often identifying unique stocks you rarely hear about from traditional financial advisors), we can add value to investor portfolios long-term. This type of research lead us to recommend the best performing stock over the past decade, The Boyd Group (BYD.UN:TSX) to clients. A simple business, Boyd consolidates auto repair shops – pretty boring stuff. But the returns have been anything but boring. The stock has increased from our recommendation at $2.30, in 2008 to $225 plus today – it is not a business most Canadians hear much about – we recommended it 25 times over the past 12-years. Truly a game changer increasing over 9,000% over that time. Adding a company like Boyd to your portfolio 10 years ago – would have made a monumental difference in your portfolio today.

  • Canadian Growth Stock Research

    Looking for the next best growth stock?
    $499
    Save $300
    REGULAR $799 - Moolala Special
    • Service includes:
    • New Buy Report/Upgrade Buy Reports
    • FLASH Update Reports (BUY/SELL/HOLD Ratings)
    • 52 Interactive Weekly Q&A Chat Sessions Hosted by KeyStone Analysts – No other service offers you this type of weekly analyst interaction
    • Access to all “Special Reports” – Our Annual Cash Rich Reports, Annual Breakthrough/Turnaround Report, Cannabis Reports, Renewable Energy Report and More!
  • Canadian Dividend Stock Research

    Looking for dividend income & growth?
    $499
    Save $300
    REGULAR $799 - Moolala Special
    • Service includes:
    • New Buy Report/Upgrade Buy Reports
    • FLASH Update Reports (BUY/SELL/HOLD Ratings)
    • 26 Interactive Bi-Weekly Q&A Chat Sessions Hosted by KeyStone Analysts – No other service offers you this type of weekly analyst interaction
    • Access to all “Special Reports” – 2021 Canadian Dividend All Star Report, KeyStone’s 2020 Canadian Green/Alternative Energy Stock Report.
  • U.S. Growth/Value Stock Research

    Searching for U.S. stock exposure?
    $499
    Save $300
    REGULAR $799 - Moolala Special
    • Service includes:
    • New Buy Report/Upgrade Buy Reports
    • FLASH Update Reports (BUY/SELL/HOLD Ratings)
    • 26 Interactive Bi-Weekly Q&A Chat Sessions Hosted by KeyStone Analysts – No other service offers you this type of weekly analyst interaction
    • All “Special Reports” associated with our U.S. Growth/Value Stock Research including; KeyStone’s U.S. Cash Rich Report, Profitable Small-Cap Report and many more.
  • Simple TFSA Portfolio

    Looking for 10 - 12 Stocks for your TFSA?
    $799
    Always $799
    REGULAR $799 - Regular Price
    • Service includes:
    • New Buy Report/Upgrade Buy Reports
    • FLASH Update Reports (BUY/SELL/HOLD Ratings)
  • VIP Membership - Stock Portfolio Builder

    Want access to ALL KeyStone's Research?
    $1999
    BEST VALUE
    REGULAR $3696 - Moolala Special
    • Includes all 4 of KeyStone’s Research Services
    • Canadian Small-Cap Growth Stock Research (SCR), Canadian Income/Dividend Stock Research (ISR), U.S. Growth/Value Stock Research (USR), Simple TFSA Portfolio (TFSA)
    • Over 100 Analyst Hosted Weekly Q&A Chat Sessions
    • All Special Reports
    • Portfolio Builder Feature: Created to help you build your own high-quality stock portfolio of 15-25 stocks, identifying which stocks and when to add them.
    • Bonus 2 Semi-Annual VIP Webcasts

FREE Bonus Reports with Purchase

ALL new clients will receive at least 2 of the following Bonus Reports for no additional charge;

Upcoming Reports:  2021 U.S. Dividend Growth Stock Report, 2021 Canadian Cash Rich, Profitable Growth Stock Report, 2021 Canadian Dividend All Star Report, & 2021 Breakthrough/Turnaround Canadian Small-Cap Report ($599 each).

Immediate Access: 2020 U.S. Cash Rich, Profitable Growth Stock Report, KeyStone’s 2020 Canadian Green/Alternative Energy Stock Report, KeyStone’s 2020 Cannabis Report, & U.S. Profitable Small & Micro-Cap Growth Special Report ($599 each).

***VIP Clients receive access to ALL Special Reports!*** 

Bundle & Save

Buy any 2 KeyStone research subscriptions and save!

KeyStone Service Regular Price Special Price You Save Rate Code
Canadian Small-Cap & Canadian Income Stock $1598 $899 $699 MPL2SD
Canadian Small-Cap & U.S. Growth Stock $1598 $899 $699 MPL2SU
Canadian Income Stock & U.S. Growth Stock $1598 $899 $699 MPL2DU

VIP Portfolio Builder Tool

Gain access to all of KeyStone’s research with our VIP Membership, tailored to investors who want to build a portfolio of 15-25 stocks encompassing our diverse landscape of high-quality Canadian Growth & Dividend Stocks, U.S. Growth/Value Stocks and Dividend Growth Stocks.

Including our Simple Portfolio Builder Tool which guides clients in their portfolio building journey by indicating to them how many stocks to hold and which stocks are KeyStone’s highest conviction buy recommendations to potentially add to their portfolio next.

  1. How many stocks to buy and in what dollar amount.
  2. What 5-6 stocks to start with.
  3. Which 2-3 stocks to add each quarter over the next 12-24 months.

The KeyStone Advantage

Don’t settle with paying high fees and continually underperforming the market. 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 create a quality 15-25 stock portfolio. It’s your money and your financial future, so do something about it!

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 15-25 stocks designed to beat the market long-term.

Our analysts are always on the hunt for the next great stock to recommend to clients. Just take a look at Photon Control Inc. (PHO:TSX), recommended to KeyStone Webinar attendees back in April of 2020 at $0.88. Just three months later, the stock soared for a gain of over 115% driven by record financial results during the crisis. In 2018, KeyStone Recommended, XPEL (XPEL:NASDAQ), an unknown cash producing business at $1.42. XPEL has been one of the best performing stocks in Canada over that time – now up over 3,046%. Our analysts also uncover some of the best Dividend Growth Stocks on the market, including Algonquin Power & Utilities (AQN:TSX), recommended to clients in 2012 at $6.17. Algonquin has since paid over $4.00 in dividends and now trades at $21.34 for a total return of 311%.  

The Proof is in the Results!

Recommendations you will find nowhere else other than through KeyStone's meticulous research.

Book a Call Here
Click here to book a complimentary 10-minute call with Ryan, Aaron, Brennan, or one of our staff and see what services may be right for you.