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Mentoring and Coaching

If you are committed to taking your investing journey to the next level using stocks and/or real estate, then I’m ready to offer you personalized sessions backed by proven strategies and to help you get results fast.

My expertise is helping Canadian investors, business owners and professionals go from self doubt to confident in building cashflow and wealth using stocks and real estate to ultimately live their best life. 

One of the greatest rewards is seeing my students and mentees achieve their goals and watch them grow as successful investors. 

 

There’s a saying about what it takes to scale your investing journey to new heights: "What got you here won't get you there." It couldn't be more true.

If you are committed to taking your investing journey to the next level using stocks and/or real estate, then I’m ready to offer you personalized sessions backed by proven strategies and to help you get results fast.

Individual Sessions

Perfect for those who need guidance, clarity and practical answers to burning questions

Individual sessions are great for helping you overcome a current obstacle in your investing journey, helping you with your current strategy or investing path, or helping you develop a immediate next steps, and getting help with questions you may have.

You can book as few or as many individual sessions as you would like, on an as-needed basis.

3 Month VIP Program
(By Application Only)

Access to me as a Mentor through 12 Weekly sessions (60 Mins). This will include reviewing your existing situation on your investment portfolio, providing expert advice/review on any investment property you may be considering, guide you in developing a dividend growth portfolio, help you navigate challenging decisions, and immediate next steps

Private text chat. Have a question ? You are always connected to me for quick feedback, quick questions, idea sharing in between meetings

Expert review of all plans and documents as needed

Exclusive Discord access. A community of like minded people on stocks and real estate

Walk away with a personalized plan and next steps tailored to your lifestyle and goals

Access to Dividend Growth Investing Program and/or Real Estate Investing Program for building wealth and cashflow

Your Investment: $995 per Month for 3 Months (+ HST)

Access to Tracy's experts and professional network (financing, accounting, specialists..)

Recording of your call so you review and execute on the practical and actionable insights

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"The 3-month commitment option is great for someone who’s looking to have an accountability partner and mentor to help them reach a particular goal. You’ll have someone by your side through the whole journey to help accelerate your path to that goal. Starting with in-depth discovery sessions that identify gaps in your current plan to mapping out detailed action items needed to move you forward to achieve your particular goal."

- Tracy Ma

Imagine these Possibilities in your Investing Journey​​

✓ Buying your Next Rental Property: I answer all of your burning questions and guide you in purchasing your next real estate investment including deal analysis.

✓ Building a Dividend Growth Portfolio: I answer all of your burning questions and guide you as you build a dividend growth portfolio. Increase your passive income and scale without having to "hustle" or work more hours

✓ Growing a Real Estate Portfolio and/or Investment Portfolio: Reviewing and Consulting on your real estate portfolio and/or investment portfolio and get solutions to your problems or challenges.

✓ Clarity from a Strategy Session: Starting with a gap analysis and discovery session, you will get clarity, insights and walk away with detailed action items need to move you forward.

✓ Ready made Financial Freedom Roadmap: We work together to build a plan and a financial freedom roadmap with immediate next steps. Financial Freedom resources will be provided in support of this sessions.

✓ Selling Options: I answer all of your burning questions on selling options and guide you step by step on the tactics on Questrade (covered calls, selling put options)

✓ Knowing exactly what to focus your energy on next in your investing journey

✓ Build your confidence as a Canadian part-time investor supported by a community of like-minded people on Discord

“I'm now more confident, no more longer, no longer panicking or fear of missing out. I am more patient,  I'm sticking with my high conviction stock so I can sleep well at night!”
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- Thi, Toronto

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