Learning how to build your own portfolio is very important because you determine what type of
companies to purchase with your hard-earned
money. Does the art of investing sound complicated?
Fortunately for you, we made it simple for you
with STOCK UP.
Learning how to build your own portfolio is very important because you determine what type of
companies to purchase with your hard-earned money. Does the art of investing sound complicated?
Fortunately for you, we made it simple for you with STOCK UP.
Welcome to STOCK UP
Build Your Equity Portfolio in Six Weeks
This e-learning six-week interactive course offers clear
and proven techniques on how to build an equity portfolio.The techniques offered include straight -forward strategies without the complexity of the industry’s jargons. The course’s primary objective is to teach a practical approach to financial behaviour that lays the foundation to design a solid result-driven portfolio.
This e-learning six-week interactive course offers clear and proven techniques on how to build an equity portfolio.The techniques offered include straight -forward strategies without the complexity of the industry’s jargons. The course’s primary objective is to teach a practical approach to financial behaviour that lays the foundation to design a solid result-driven portfolio.
Growth, Income and Legacy
There are three primary strategies that guide our vision.
Legacy
Creating a culture of transferring generational wealth to enrich our loved ones’ lives should be the ultimate goal.
Growth
Focused on creating long-term growth performance through appropriate asset allocation.
Income
We believe having a series of passive incomes can create the desired lifestyle.
“I am blessed to have been a part of this class last year and it has changed my way of thinking, my way of spending, my way of saving, and my views on wealth and how to build it.
My husband who at first was not a believer, and now is completely on board and focused on building a strong foundation for tomorrow. Never again will I say I can’t or I don’t have or maybe later… No more doubts. Thanks to Ms. Novelette we are standing stronger than ever and we are seeing what we learned and put into action, come together. And not just for ourselves but for our children and their children to come.
Don’t hesitate, get on board, you won’t regret the ride.”
This course exceeded my expectations. The instructor, Novelette, did an excellent job of clearly explaining the concepts and ideas, using multiple examples that made the material engaging and practical. The content was highly informative and directly applicable to everyday life. I am grateful for the opportunity to have taken this course and would strongly recommend it to anyone interested in learning about investing. The concepts are presented in a way that is both easy to understand and simple to apply across various situations. Thank you!!
Sample Portfolio Return Results
sTOCK UP
TAKE A LOOK at WHAT'S INSIDE OUR COURSE
6 modules, 1 module per week
Course Starts October 16,2025
6 weeks live course
After completing Stock Up, students will be able to design and construct their own equity portfolio using the comprehensive practical knowledge obtained.
Includes worksheets inspirational stories, charts, financial formulas, and questionnaire
50 page Module Workbook
The definition of wealth varies to different individuals.
It could be the freedom to control one’s time, to pursue
a dream, to fund a child’s education and to enrich a
person’s life. To attain these aspirations is never easy
but having the right mindset is important in the
process towards each.
The definition of wealth varies to
different individuals. It could be
the freedom to control one’s time,
to pursue a dream, to fund a child’s
education and to enrich a person’s
life. To attain these aspirations is
never easy but having the right
mindset is important in the process
towards each.
Learn how to program the MIND to achieve success
A budget is a plan that tracks your spending
every month. Having a budget helps you
to be aware of your spending habits. Making
a monthly budget helps you to differentiate
between your basic needs and wants.
A budget is a plan that tracks your
spending every month. Having a budget
helps you to be aware of your spending
habits. Making a monthly budget helps
you to differentiate between your basic
needs and wants.
Understand how to plan your way to WEALTH
This section gives a brief overview of the capital market. We will look at its purpose and operation. The primary learning area of the capital market is to analyze in detail the type of investment instruments traded here.
This section gives a brief overview of the
capital market. We will look at its purpose
and operation. The primary learning area
of the capital market is to analyze in detail
the type of investment instruments traded
here.
Gain the basic understanding of the capital market and its function
Using the Pyramid Model, we will approach
the construction by layering from the
bottom to the top, identifying the
correlation of each level of the chart.
Learn the basic methods to design and construct your own PORTFOLIO
In this section, we will examine the highest
level of techniques used in portfolio
construction. Students will be given
an illustration on how to use our strategic
selection approach called “CHIEF” as the
primary building blocks to the portfolio.
Get a clear understanding of how to evaluate and select STOCKS
The learning material provides the guidelines on how to set up a trading account. A simple demonstration of an actual transaction on the brokerage platforms. Live walk-through of how the system works using a brokerage platform.
The learning material provides the
guidelines on how to set up a trading
account. A simple demonstration of an
actual transaction on the brokerage
platforms. Live walk-through of how the
system works using a brokerage platform.
Time for ACTION
Over the past 25 years of working with Novelette Graham Hart, she has impressed me with her wealth of financial knowledge , trustworthiness and her astute business acumen!
I worked together with Novelette for many years at one of the Big 6 Banks. She was my first choice of retirement specialist partners to connect with our clients. She successfully lead many of our branch investment seminars with her practical, common sense approach and always showed simple ways to make your money grow. You could count on her for insightful information and guidance, not to mention her great smile!
With her pleasant demeanour, she simplifies the most complicated financial term for the babe to comprehend. She’s my go to person for my financial advice. She’s a proven winner everytime.
4 Private 30-minute
Coaching Sessions
Upgrade Your Experience with Course + 1 : 1 Coaching
Full learning package
4 private 30-minute coaching sessions with me to get tailored support, feedback, and strategy to build your custom equity portfolio
You're Not Open to Changing Your Financial Mindset: A significant part of the course involves altering your perspective on money and investing. If you're not open to this change, you may not reap the full benefits of the course.
Stock Up might not be for you if:
03.
You're Looking for Quick Riches: If your goal is to make fast money without considering the risks or putting in the work, this course may not align with your expectations. Successful investing requires patience and discipline.
01.
02.
You Prefer a Hands-Off Approach: This course is hands-on and interactive, requiring active participation and decision-making. If you're not ready to be involved in the learning process, it might not be the best fit.
Stock Up is for you if:
you may be wondering about some things
Frequently Asked Questions
Once you register for the course, no refunds are offered under any circumstance. Please make sure you are 100% committed.
You’ll have 1 year access inside
your student login.
You’ll have 1 year access inside your student login.
It is not in our mandate to provide stock
recommendations. The principal learning
objective is to provide a blueprint on how
to construct a portfolio using proven techniques.
It is not in our mandate to provide stock recommendations. The principal learning
objective is to provide a blueprint on how to construct a portfolio using proven
techniques.
Participants are asked to commit 12 hours to the class, which works out to two hours a week.
Wealth By D’Zign offers online courses on a bi-annual basis. If you are interested in a course, please email us at info@wealthbydzign.com
A simple practical method on how to construct a portfolio to obtain optimal returns.
You will receive an email within 24 hours with
the course times when you register. The course
modules workbooks will be email 2 days before
course live lesson.
You will receive an email within 24 hours with the course times when you register.
The course modules workbooks will be email 2 days before course live lesson.
Why Should You Enroll?
Enroll Now and Transform Your Financial Future!
Invest in yourself with "Stock Up." Spots are limited to ensure a personalized learning experience. Reserve your spot today and take the first step towards building a future where your money works for you!
Stock Up is perfect for anyone looking to:
Demystify the complexities of the stock market and investments.
Build a personal or family equity portfolio.
Transition from active earnings to passive income.
Lay the groundwork for long-term financial security and wealth.
Read the FAQ
Find answers to frequently asked questions in
our FAQ section or contact us below!
Questions?
Email: info@wealthbydzign.com
Location: Toronto, Ontario
Hours: Weekdays
9:00am - 5:00pm EST
We're here to answer any questions you may have. Reach
out to us and we'll respond as soon as we can.
