My Live Portfolio
Full transparency — every position, entry price, and thesis in real time.
Trade Dashboard
Live positions and performance analytics from IBKR account. Auto-synced.
Harmony News
Live macro headlines, mega-cap movers, market sentiment, fresh IPOs, and what the great investors are buying — all in one feed.
Investment Calculator
Project the future value of your investments — see how compound growth, monthly contributions, and dividend reinvestment build wealth over time.
📥 Inputs
📊 Projection
📈 Growth Over Time
This calculator uses average historical assumptions and is for illustrative purposes only. Real returns vary year to year due to market volatility, fees, taxes, and economic conditions. Past performance does not guarantee future results. Always consult a qualified financial advisor before making investment decisions.
Insurance Quote & Calculator
Get a personalized quote from Karmveer in under 5 minutes. Choose your insurance type, fill in the details, and see your estimated needs — Karmveer will follow up with a tailored recommendation.
Which insurance are you interested in?
This calculator provides educational estimates only using the industry-standard DIME+ needs analysis method. Your actual life insurance needs depend on health, occupation, dependents' specific situations, tax planning, estate goals, and other personal factors. This is not a quote and does not constitute insurance advice. For a personalized recommendation and actual quotes, please contact a licensed insurance professional like Karmveer Kaur Gill.
📋 Insurance Leads
All quote requests submitted through the website. Click a row to see full details.
Simple, transparent pricing
Start free with consultations. Go premium to unlock the full trading toolkit.
Free
Always free, no card needed
- Mortgage consultations
- Home insurance quotes
- Auto insurance quotes
- Life insurance quotes
- Portfolio access
- Swing trade alerts
- Market commentary
Monthly
Cancel anytime
- Everything in Free
- Full portfolio access
- Swing trade alerts
- Entry, SL & target levels
- Trade thesis & analysis
- Email notifications
- Priority alerts
Annual
Billed yearly
- Everything in Monthly
- Priority trade alerts
- Quarterly deep-dive reports
- Exclusive community access
- Direct Q&A sessions
- Early access to new features
- 7-day money-back guarantee
Learn Directly From Me
Personalized live sessions in English, Hindi & Punjabi. Lifetime value.
Wealth Blueprint
One-time · 2–3 hour private session
🌐 English · हिन्दी · ਪੰਜਾਬੀ
- RRSP & Spousal RRSP strategy
- TFSA optimization & priority
- RESP — maximize $7,200 grant
- Margin & non-registered accounts
- Corporate account setup
- Complete wealth management roadmap
- Personalized to your goals & income
Trading Mastery
3 days · live trading sessions
🎁 Day 1 FREE demo · no advance payment🌐 English · हिन्दी · ਪੰਜਾਬੀ
- My personal trading indicators
- Daily trading strategies (live)
- Entry, stop-loss & target framework
- Risk management & position sizing
- Chart reading & pattern recognition
- Build a repeatable income system
- Generate lifetime trading income
Swing Strategy
1 week · 5 days, 3–4 hrs research daily
🎁 Day 1 FREE demo · no advance payment🌐 English · हिन्दी · ਪੰਜਾਬੀ
- VCP & base pattern recognition
- Stage 2 trend qualification
- Entry, stop-loss & target rules
- Position sizing & risk management
- Daily live research routine (3–4 hrs)
- Build & manage your watchlist
- A repeatable swing trading system
Open 2 products → keep premium for $19.99, for life
If you're in Canada and open any two products with us — FHSA, TFSA, RRSP, RESP, Spousal RRSP, or Insurance — your premium membership stays locked at just $19.99 for life, for as long as you're with us.
Registered-account & insurance products are available to Canadian residents only.
Canadian Investment Account Guidance
We help you navigate every registered and non-registered account in Canada — tailored to your financial situation.
RRSP
Registered Retirement Savings Plan — reduce taxable income today while building retirement wealth. We'll help determine your optimal contribution, asset allocation, and withdrawal strategy for maximum tax efficiency.
Spousal RRSP
Income-splitting strategy for couples. The higher-income spouse contributes, the lower-income spouse withdraws in retirement at a lower tax rate. We'll calculate if this benefits your household.
TFSA
Tax-Free Savings Account — your investments grow completely tax-free. We help you maximize your contribution room, choose between TFSA and RRSP priority, and build a growth-oriented portfolio.
RESP
Registered Education Savings Plan — save for your child's post-secondary education with up to 20% government matching (CESG). We help structure contributions to maximize the $7,200 lifetime grant.
Margin & Non-Registered
For investing beyond registered account limits. We guide you on leverage strategies, tax-loss harvesting, capital gains optimization, and when a margin account makes sense for your portfolio.
Corporate Account
For business owners — invest retained earnings tax-efficiently through a corporate investment account. We help with asset allocation, passive income rules (RDTOH), and integration with personal finances.
Every session is customized to your income, family situation, and financial goals.
Common questions
Yes. Cancel monthly or annual from your account settings anytime. No cancellation fees or hidden charges.
Unlimited access to mortgage consultations and insurance quote services. Request callbacks, compare rates, and get personalized advice at no cost.
Alerts appear on your member dashboard and via email. Each includes ticker, direction, entry, stop-loss, targets, and thesis.
Updated throughout each trading day with live prices, P/L, and position changes.
No. All alerts and portfolio info are for educational and informational purposes only. Always do your own research and consult a qualified financial advisor.
A personalized one-on-one session covering your registered accounts (RRSP, TFSA, RESP), non-registered and margin accounts, corporate investment accounts, and a complete wealth management roadmap tailored to your income, family, and goals. Sessions are priced based on complexity.
Yes. We help business owners set up and manage corporate investment accounts, navigate passive income rules (RDTOH), optimize asset allocation between personal and corporate holdings, and integrate everything into a tax-efficient wealth strategy.
A private 2–3 hour 1-on-1 session where I share my personal trading indicators, daily trading strategies, risk management framework, and show you how to build a repeatable system for generating consistent trading income. You'll walk away with actionable tools and a clear plan.
Absolutely. Many clients book both — the Wealth Blueprint to structure their long-term accounts (RRSP, TFSA, RESP, Corporate) and the Trading Mastery to actively grow their capital. Contact us for a combined session discount.
Get in touch
Have a question or need help? We'll get back to you promptly.
We'd love to hear from you
Whether it's about mortgages, insurance, trading, or your account — don't hesitate.
- ✉️Email[email protected]
- 📞Phone+1 (368) 399-4111
- 🕐Business HoursMon–Fri, 9 AM – 6 PM MST
- 📍LocationCalgary, AB Canada
Your team
- 👤Gauravdeep SinghManaging Director
- 👤Karmveer Kaur GillFinancial Associate
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