Thanks for attending our recent workshop. If you’d like to have a portfolio review where Nick & Andrew assess your situation and show you the benefits of implementing some of these strategies, here are your next steps:

Step 1: Book Your Online Meeting

Let’s get your online meeting booked with Nick & Andrew. Use the following link to book directly:
https://cal.com/andrewcmacdonald/nick-and-andrew

Important Note: The supporting information in Step 2 must be completed and provided to Nick & Andrew at least 24hrs in advance of your meeting, or the meeting will need to be rescheduled. The data is critical to enable Nick & Andrew to run your numbers and provide you with a valuable session.
 

Step 2: Complete Your Holdings Sheet

If You Have Excel:

  1. Download the Excel version of the Property Holdings sheet available here:
    https://andrewcmacdonald.com/Holdings.xlsx
  2. Complete the sheet with the details for your non-real estate assets, and for each property where you or any of your corporation(s) are on title. If you have a spouse or partner, include their information as well.
  3. Save your completed sheet.

If You Do Not Have Excel:

  1. Use the Google Sheets version here available here to edit using any browser:
    https://andrewcmacdonald.com/HoldingsSheet
  2. Use the “Sign In” button if you’re not already logged into Google
  3. On the Sheet above, click File > Make a Copy to create your own copy of the sheet to edit
  4. Complete the sheet with the details for your non-real estate assets, and for each property where you or any of your corporation(s) are on title. If you have a spouse or partner, include their information as well.
  5. Click File > Download > Microsoft Excel (.xlsx) to download a copy of your sheet

 

Step 3: Send in Your Completed Sheet

Return your completed sheet by email to andrew@andrewcmacdonald.com or by sharing via Box, Dropbox, Google Drive, etc.

Please make sure you have returned your sheet at least 24 hours before your scheduled meeting so we have time to review in advance, otherwise your meeting will need to be rescheduled.
 

Step 4: Review the Rental Cash Damming Videos

Visit the following site and review the Rental Cash Damming videos: https://www.mystrategyhub.ca/

You’ll be able to go through the modules at your own pace as a refresher.



We look forward to reviewing your portfolio and seeing how we can help you create more wealth!