• Vancouver, BC, Canada

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About Us

What is Serpent Stock?

Serpent Stock is a subscription service dedicated to sharing educational investment information primarily centered around stocks. Depending on the service the stocks may be based in Canada, the U.S., or anywhere in the world.

Our purpose is to persistently identify profitable investments through proprietary market research and decades of financial experience. We share our research and stock selections with our members with the insatiable goal to make them better investors.

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.
OUR SERVICES

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.

Join the fastest growing stock subscription service in Canada!

Memberships
  • Invest on your own terms
  • Build your ultimate portfolio
  • Learn how to identify opportunities
  • Define your investment philosophy
  • Understand financial terms
  • Learn about market cycles
  • Become a better investor
WORKING PROCESS!

What do you need to get started?

If you are interested in taking control of your own investments there are few things you’ll need to get started.
01

Capital to Invest

First and foremost, you’ll need some capital to invest. The good news about this part is there is no wrong amount to begin with because everybody starts somewhere.
You should be mindful of trading commissions though as they will have an effect on the relative cost to trade. For example, if you start with $1,000 and the commission to buy the stock is $10 then that’s 1% of your invested value, plus another $10 to sell.
If you’re investing $10,000 with a $10 commission obviously the relative cost is now only 0.1%. That's why it's important to be aware of trading commissions charged by the self-directed platform or your broker.
02

Buying ETFs or Stocks

This brings us to the second necessity for buying ETFs or stocks which is a method to do so. There are various ways to purchase stocks including robo-advisors, brokerage services, direct stock purchase plans, or self-managed online accounts.
There are pros and cons to each however the fastest growing method by far is self-managed accounts. Different online self-directed accounts charge different fees based on account balances, account types, and number of trades in a quarter.
Do some research on which method best suits your needs.
03

Determine Stocks

Once you have some capital to invest and a way to purchase stocks and ETFs, there’s only one more thing you’ll need. Determine what stocks to buy! Full service brokers will provide insight on which stocks and ETFs are most suitable for their clients however it comes at a steep price. Online brokerage services do offer research and analysis tools on all types of securities if you have the time and desire to do your own research as well. One thing to note is that doing the research on your own, whether it’s through a self-directed account or not is very time consuming and requires a lot of discipline. You could always subscribe to a service that has dedicated research analysts with a never ending commitment to provide the best investment education on the market.