KeyStone Presents "The New Way to Build Your Portfolio" - in Oakville

  • Learn how to build a simple 15-25 stock portfolio that enriches you, not your advisor.
  • Learn why the traditional “Big Bank” high-fee diversified model is killing your returns.
  • 2020 Hot Topics: Alternative Energy Stocks (Top BUY) & find out if Environmental, Social and Governance (ESG) stocks are right for your portfolio. Recommendations in Cannabis, Cybersecurity, and Artificial Intelligence (AI) stocks.
  • Find out our profile of a great stock - profitability, growth, financial position & valuation.
  • How dividend growth stocks can provide both great income and tremendous long-term growth in your portfolio.
  • 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:TSX) – up over 9,700% - and XPEL Inc. (XPEL:NASDAQ) - up over 1,000% in 3 years - game changers for any portfolio.
  • Find out if stocks are cheap or expensive? What to do in a recession or crash?
  • Discover 5 Stocks that should be in your portfolio today!
  • Simplify your portfolio, pay less fees and take control of your financial future.

Free Gifts for Attendees

1 Free Gift for Early Bird ticket holders & 3 Gifts for VIP ticket holders

KeyStone’s 40+ Page Canadian Dividend All-Star Report ($599).

A total value of over $599, just for attending the event!

Attendee Special Gift:

1) KeyStone’s Canadian Dividend All-Star Report ($599)

  • Provides a 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.

Additional VIP Ticket Special Gifts:

2) Your Future Portfolio Today in 10 Stocks Seminar Video ($79)

  • 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)

3) KeyStone’s 2020 Cash Rich/Debt Free, Profitable Canadian Small-Cap Report ($599)

  • Provides a comprehensive analysis of the best profitable, cash-rich & debt-free small-cap stocks in the Canadian market.

Why Attend our Oakville Event?

Learn a better way to build your stock portfolio – pay less fees and simply buy great individual stocks from the research team that recommended the best performing stock on the TSX over the past decade.

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 our Spring 2019 seminars in the $5.00 range, for gains of 200% 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 1,000%.

DIY Stock Investment Seminar Oakville

April 15, 7pm - 9pm @ Hilton Garden Oakville

  • Early Bird Tickets

    $29.95
    • General Admission & Seating.
    • KeyStone's Canadian Dividend All-Star Report ($599 Value).
  • VIP Tickets

    $79.95
    • VIP Admission & Seating.
    • KeyStone's Canadian Dividend All-Star Report ($599 Value).
    • KeyStone's 2020 Cash Rich/Debt Free, Profitable Canadian Small-Cap Report ($599 Value).
    • KeyStone’s DIY Stock Investment Seminar Video Series – Your Future Portfolio Today in 10 Stocks ($79 Value).
  • Door Price

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

Learn How to Create a Simple 10-25 Stock Portfolio

Take control of your portfolio in 2020 - stop paying high fees and begin building a simple, quality growth & dividend stock portfolio.

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

For the past 21 years, I am proud to say that KeyStone’s unique research has

been leading the charge for independent minded investors across Canada. 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.

Each year our analysts tear through the financial statements of every stock in Canada (over 3,500) and over 3,000 in the U.S. to uncover 10-15 unique, profitable growth and dividend growth stock opportunities for our clients. Often before the broader market finds them. We leave no stone unturned in our search for undervalued growth and dividend growth stocks from any industry including: technology, alternative energy, biotech, manufacturing, healthcare, oil & gas, cannabis, materials, mining, consumer (staples & discretionary), services, and more.

KeyStone can show you how to save fees and our singular focus on research helps us identify both unique growth stocks and high quality cash producing, industry leaders that are designed to grow your portfolio long-term.

We invite you to attend one of our Spring 2020 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:TSX), up over 9,700% and XPEL Inc. (XPEL:NASDAQ), an explosive growth and value stock with zero analyst coverage – up over 1,000% in under 3 years – game changers for any portfolio.
  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 to 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 how to build a simple 15-25 stock portfolio that enriches you, not your advisor.
  7. 2020 Hot Topic: Alternative Energy Stocks (Top BUY) & find out if Environmental, Social and Governance (ESG) stocks are right for your portfolio.
  8. 2020 Hot Topics: Recommendations in Cannabis, Cybersecurity, and Artificial Intelligence (AI) stocks.
  9. Find out our profile of a great stock – profitability, growth, financial position & valuation.
  10. 5 Real Current BUY Recommendations to start your portfolio today! Great dividend income producing stocks and profitable Canadian & U.S. growth stocks. (Profitable stocks in alternative energy, SaaS, healthcare, gold and more…)
  11. Simplify your stock portfolio, pay less fees and take control of your financial future.

To be frank, our DIY Stock Investment 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 10-25 stocks designed to beat the market long-term.

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

VIP Portfolio Builder (New Service)

Finally, attendees will learn about our newly launched VIP Portfolio Builder tool to assist clients in building their 15-25 stock portfolio.

The tool simply provides clients with:

  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.

A simple way for any investor to begin building a stock portfolio designed for long-term growth.

Aaron Dunn discusses KeyStone's Fall 2019 DIY Stock Investment Seminars on Michael Campbell's Money Talks

Proof is in the Results

Real profit from the real buy recommendations – past buy recommendations Included:

Recommendations you will find nowhere else.

We look forward to seeing you at one of our upcoming Spring 2020 events!

Spring 2020 DIY Stock Investment Seminar Agenda

  • How to Build a Simple 15-25 Stock Portfolio

    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.

  • Profile of a Great Stock

    a) Profitability
    b) Growth
    • Revenue growth.
    • Composition of a great growth strategy.
    c) Financial Position
    • Leverage Position.
    • Cash Position.
    d) Valuation
    • Key valuation multiples.
    • How to interpret relative valuation metrics.
    e) How to evaluate a hot stock tip in 5-minutes.
    • Is it a BUY/SELL/HOLD?
    • Is it speculative or investment quality?

  • Current Valuations/Macro Outlook

    a) Our thoughts on the current market.
    b) Are stocks cheap, expensive or somewhere in the middle?
    c) Is there a recession or correction coming?
    d) Hot Topics
    • Environmental, Social & Governance (ESG) investing.
    • Is ESG right for your portfolio?
    • Cyber Security Stocks
    • Cannabis
    • Artificial Intelligence (AI)

  • How KeyStone Can Help Build Your Portfolio

    a) KeyStone's 3 Core Services:
    • Canadian Small-Cap Growth Stock Research
    • Canadian Income/Dividend Stock Research
    • U.S. Growth/Value Stock Research
    b) KeyStone's NEW VIP Portfolio Builder
    • New tool simply provides clients with a simple way to begin building a stock portfolio:
    (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.

  • 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.

  • 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 wanted to reach out to you guys to simply say thank you! I attended the World Outlook Conference in February 2020 and met your staff there and bought your recommended stocks. As you can see they are doing very well. Being a beginner at this and I’m sure I looked like a deer in the headlights at the show, I was after some great advice, which I received from you!

David - World Outlook Conference Attendee

Thanks very much Ryan and Aaron we enjoyed your webinar. Very informative and appreciated you doing it on short notice.

Jenny - KeyStone Webinar Attendee

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

I have been a VIP client now for almost a year and have been extremely satisfied with your level of research and expertise in finding attractive companies. With your help over this period I have been able to see some very nice gains!

Reeve - KeyStone Client

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

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 Attendees - Don't Miss Out on These.

Free for All Attendees
KeyStone’s 2020 Canadian Dividend All-Star Report ($599 Value).

Provides a 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.

Additional Gifts Exclusive to VIP Ticket Holders
KeyStone’s DIY Stock Investment Seminar Video Series – Your Future Portfolio Today in 10 Stocks ($79 Value).

Lesson 1: Introduction

Lesson 2: Protect Yourself & Beat the Markets

Lesson 3: Key Investment Themes of Today & The Future

Lesson 4: Conclusion

 

KeyStone’s 2020 Cash Rich/Debt Free, Profitable Canadian Small-Cap Report ($599)

Provides a comprehensive analysis of the best profitable, cash-rich & debt-free small-cap stocks in the Canadian market.

Buy Tickets to KeyStone's Oakville DIY Stock Investment Seminar

Limited Availability

Interested in attending a Workshop?

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

Want us to come to your city?

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.

City Request

 

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.