About Us

What is Serpent Stock?

Serpent Stock is a team dedicated to building your financial foundation. We want to help you avoid the mistakes of personal finance and investing. Our objective is for you to gain the knowledge and confidence to build your wealth on your own terms. Once you feel ready, we’ve built a community sharing investment ideas to help you along the way.

Our purpose is to persistently identify profitable investments through proprietary market research and decades of financial experience. Once you become a member, we share our research and stock selections with you with the insatiable goal to make you a better investor.

In our membership platform we provide regular market updates from seasoned investors to arm you with the knowledge to navigate the ebbs and flows of investing.

Our Mission

To inspire investors to take control of their financial future.

Who is Serpent Stock for?

Serpent Stock is for people who want to grow their portfolio in a self managed investment account and would benefit from guidance on stocks, Exchange Traded Funds (ETFs), and the market in general.

Members of our community are motivated in taking a hands-on approach with their investments. They are comfortable with the responsibility that comes with managing their own portfolio. Our members come from all walks of life with experience varying from just starting out to investors with years of practice.

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Investing Principles



No, we're not talking about picking the highs and lows of the market. That is a losing proposition over the long term. We're talking about getting invested early. Starting as soon as possible is one of the best ways to create long lasting wealth. Why is this true? It's a result of growth on top of growth, better known as compounding. Basically, you grow not only your original investment but also any interest, dividends and capital gains. The longer you are invested, the more time there is for your investment returns to compound. Haven't started investing yet? No problem, it's never too late to start!


As the old saying goes, don't put all your eggs in one basket. The idea behind that is, you might drop the basket and if so, now you have no eggs. Consider investing in different securities, geographies, industries, and size of companies. It's important to take this approach because different categories of investing will perform differently throughout economic cycles. Inevitably you will have one asset class or geography that is taking up too much of the pie. Selling holdings that are overweight and rebalancing back to an appropriate mix will support long term success.


It's crucial that you understand 1) how comfortable you are with fluctuations while investing and 2) how risky a stock, ETF, mutual fund, etc. is. There are two parts to personal risk tolerance. The first is willingness to take on risk. If the losses are going to keep you up at night, it's not worth it. The second is ability to take on risk. Things like income, age, debt level, and saved capital all effect a person's ability to take on risk. Invariably a financial asset will drop in value at some point, whether you have made a profit or not. Knowing your tolerance will mitigate making emotional decisions which are detrimental to your portfolio.