Self-directed investing consulting organization with a unique approach designed to help Canadians with their most lucrative need in the 21st century - wealth.
Invest Streamline was formed by the best-performing investment and financial advisory experts across the Big Five Canadian banks. Over the years we understood that there is just not enough support provided to individuals who wish to invest and improve returns on their own. The lack of transparency for managed investment services at the Big Five and other wealth management companies was unprecedented. We take a hands-on coaching approach to minimize the knowledge gap. We improve your skills and discipline needed to align your goals with investing strategies.
InvestStreamline is a privately owned Investing Education and Consulting Services organization in Toronto, Canada. We offer educational courses and consulting services to individuals who wish to learn about investing, improve knowledge of personal finances and gain an understanding of how money, stock markets and the economy work.
Most of our clients in certification courses have limited to none investing and personal finances experience. We have developed a live-taught learning program that goes over all fundamental necessities needed to start investing. That includes the set up of a trading account, presentation format lectures, Q&A’s, speakers and practice. We offer investing theory and strategies through our live-taught online courses. Ultimately, we want our clients to be able to make informed decisions about their equity investments.
Many of our clients are families and friends, who had been referred to Invest Streamline by families we were already working with. Our reputation is built on trust among existing clients. Transparency and dependability is what makes us different from other investment consulting companies. We help achieve fantastic returns for all of our clients.
Sign up for a free Investing Fundamentals course on our website
Company Details
Invest Streamline Questions
Invest Streamline's LinkedIn profile is https://ca.linkedin.com/company/investstreamline
Invest Streamline has
2 employees.
View email and phone details for 2
employees at Invest Streamline.
Invest Streamline's industry is
Information Services
Invest Streamline's top competitors are
Autocortext,
Dillon Consulting Limited,
Blackfruit,
Leproc,
Touch Mars Solutions Inc.,
Maplesoft Group, An Seb Company,
Sam Sivarajan.
Invest Streamline's categories are Information Services
Invest Streamline's founding year is 2020
