WHO THIS IS FOR
Is this you?
This phase is designed for Canadians who:
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feel overwhelmed by investing or don’t know where to start
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want to stop relying entirely on financial advisors
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are unsure how TFSAs, RRSPs, FHSAs, and RESPs actually work
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want to reduce fees and take control of their financial future
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are ready to build a strong foundation before moving into stock picking or options
WHAT THIS PHASE DOES
What Phase 1 is designed to do
This is where everything begins.
Phase 1 gives you the clarity and structure to:
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understand how the Canadian investing system actually works
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eliminate unnecessary fees that quietly drain your returns
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choose the right accounts for your goals and life stage
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set up a clean, efficient investing foundation
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start thinking like the CEO of your own financial future
WHAT YOU’LL LEARN
Inside Phase 1, you’ll learn:
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The truth about mutual funds vs ETFs
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How MER fees impact your long-term returns
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The role of self-directed investing in building wealth
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How to use TFSA, RRSP, FHSA, RESP, and non-registered accounts properly
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How to structure your accounts for tax efficiency
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How to choose the right brokerage for your long-term strategy
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How to begin setting up your investment system
WHAT’S INCLUDED
What you get in Phase 1
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up to 8 structured coaching sessions
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Step-by-step guidance tailored for Canadian investors
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Account setup and strategy walkthroughs
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Clear explanations without jargon
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Actionable next steps after each session
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Foundation for progressing into active investing and options
WHY THIS MATTERS
Why starting here matters
Most people jump into investing without understanding the foundation.
That leads to:
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overpaying fees
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using the wrong accounts
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relying on others to make decisions
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inconsistent results
Phase 1 fixes that.
It gives you a system—so everything you do moving forward is intentional, structured, and aligned with your goals.
THIS PAYS FOR ITSELF FASTER THAN YOU THINK
Let’s make this real.
If you have $90,000 invested in a typical Canadian mutual fund charging ~2%:
👉 You are paying $1,800 every year
Not once, Not sometimes.
Every single year.
That means:
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Year 1 → $1,800 gone
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Year 5 → $9,000 gone
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Year 10 → $18,000+ gone
👉 And that’s before compounding
This isn’t a market problem.
This is a fee problem.
**Same investment. Same market.
The only difference? Fees.**
Let that sink in.
That’s:
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$150/month
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gone whether the market goes up or down
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taken before you ever see your returns
👉 You’re not just investing.
You’re paying to invest.
Over 20 years that's
$90,000 → ~$605,000 (no fees)
$90,000 → ~$419,000 (with fees)
👉 That’s a ~$186,000 difference
And that’s without changing a single investment decision.
YOU HAVE TWO OPTIONS:
👉 Most people stay in Option 1.
Option 1 — Do nothing
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Keep paying 2% fees
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Lose thousands every year
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Hope your investments outperform enough to compensate
Option 2 — Take control
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Eliminate unnecessary fees
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Build your own system
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Keep more of what you earn
Most people never realize this is happening.
And once you do…
You can’t unsee it.
And this is just Phase 1 before you even learn how to outperform the market.
For most investors, this pays for itself in the first year alone.
Important Notice:
K2 Wealth Coaching provides educational content only. We do not provide personalized financial or investment advice, recommend specific securities, or manage investments. All decisions are made solely by the individual.
PRICING
Start with Phase 1
Phase 1: Take Control of Your Finances
Build your foundation before moving into advanced investing strategies.
Phase 1 Investment
Includes:
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up to 8 coaching sessions
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Eliminate unneccesary investment fees
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Understand mutual funds, index funds and ETFs
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Build the right Canadian account structure
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Gain confidence investing self-directed
Phase 1 - Take Control
1,800
Want the full K2 system?
K2 Complete Program (All Phases)
Go from beginner to advanced investor with the full roadmap.
Bundle Investment
Includes:
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Phase 1 to 4 (Basic) complete investing system
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Passive and active Investing foundations
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Technical analysis and charting
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Basic options strategies
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Long-term coaching framework
Package Bundle ~ K2 Mastery (P1-4 Basic)
7,500
WHY K2
Why K2 Wealth Coaching
K2 is built for Canadians who want to understand what they’re doing—not just follow instructions.
You’re not here to be sold products.
You’re here to reduce fees, understand your accounts, and build a system you can actually control.
That’s what makes K2 different.