Great news for Canadian members as effective January 1, 2009 the government
introduced a Tax Free Savings  Account or TFSA.  What is this?  It’s only the single most 
important personal savings  vehicle since the introduction of the Registered Retirement 
Savings Plan (RRSP).  Capital gains are non-taxable when earned within a TFSA and they 
will continue as non-taxable even when removed and spent.  When you open an account 
at an online broker and combine it with a subscription to the Wealthsaver Advisor you can build a sizeable nest egg quickly, easily and tax free.

How our Subscription service works

I use two model portfolios containing high volume US or Canadian stocks.  These stocks are priced in the $2 to $8 range which allows subscribers to purchase higher volumes and minimize broker fees per share.  The model tracks six technical indicators for each stock and creates daily charts.  I personally study the chart of each stock each day before recommending changes to the model portfolios.  

Any change to the portfolios for the next day is sent to subscribing members by email.  For an example of the Email click here.  Members may choose to duplicate the recommendations in their own portfolio or choose to ignore the recommended changes.  The Email goes out a minimum of 3 hours prior to market opening and usually much earlier.  An Email is sent even when there are no planned changes to the model portfolios.

By necessity in today's volatile market my strategy is short-term focused to protect wealth.  When indicators show the stock price is going down the next day; I feel it is better to get out at a cost of a few cents per share than suffer an unknown amount of loss.  Consequently, I very seldom lose a significant amount on any trade.  Since June 23/08 I have entered an average of 210 trades per model portfolio with brokerage fees representing between 10% to 13% of the total capital gain generated by the selections.  

The process is easy to follow and requires no special training or skills, however it does require discipline.  For example, if you are invested in one of the model portfolio stocks, it is important for you to watch the daily Emails to learn of portfolio changes.  If you are going to be on holidays or away from your computer for a day or more it is recommended you leave your portfolio in cash and resume investing activities when you can devote a few minutes attention at the end of every trading day. 

The WealthSaver strategy is unique for several reasons:

1. over time, it generates much higher capital gains than any other known strategy,

2. it protects wealth by moving into cash when the market lacks clarity,

3. it tracks only highly liquid and a diverse set of quality equities,

4. members always control their own funds and investments.

Subscription Information

1. New members are given 30 days to try the service.  During the first 30 days if you are not completely happy, send us an Email requesting a refund and we will promptly refund all money paid without any questions. 
2. The subscription cost is reasonably priced at US$100 per month.
3. Six (6) month subscriptions may be purchased in advance at a cost of 5 times the current months rate(US$500).  If, after the initial 30 day period of a six month subscription, a member requests early termination we will prorate the subscription fees paid based on the number of months used or portion thereof at the single monthly rates then in effect.
4. Payment for renewal of a subscription must be received by the last day the old one expires.  Wealthsaver may discontinue the Email service upon the expiration of the subscription.  Please allow 3 days for processing your membership payment.
5. Members agree not to share the information contained in the daily Wealthsaver Emails.  
6. A members subscription may be cancelled by Wealthsaver, without cause, by giving five (5) trading days notice.  Such notice shall be sent to the members E-mail address on file.  Any unused portion of the subscription will be refunded.
7. Once we reach our goal for memberships, new members will only be added when an existing member discontinues.  
8. If requested, a tax receipt for the amount of subscription fees paid during the calendar year will be issued within two months after year-end.

Please use the form at the bottom of this page to submit payment for your subscription.

The information collected by the payment company is for your own protection.  The only information we receive is on the amount paid, telephone number, and email address.  This information is needed by us to provide our service and will never be passed on to any other party.  Please see our privacy policy.

Purchasing Wealthsaver Services by credit card

2Checkout.com, Inc. is the exclusive authorized retailer of services provided by Sureway Management Systems Ltd.  Use their secure online form to make any Subscription Fee payment due.  Please enter in the amount owing below: