Frequently asked questions
Straight answers about the courses, payments, live classes and how the strategies work.
Is this financial advice?
No. The Perfect Portfolio, run by author Mark Quann (REMii Group Inc.), offers education only. Nothing on the site or in the courses is personalized financial, investment, tax or legal advice. Consult a licensed professional about your own situation.
Who are the courses for?
They’re for anyone who wants to understand taxes, investing and retirement in plain English, including people who feel they started late, are already retired, or don’t have much spare cash. Many students start with the Video Course and move up later. The courses teach concepts; they are not a personal financial plan.
Which course should I choose?
Choose the Self-Paced Video Course for recorded lessons on your own schedule. Choose the Live 8-Week Course 2.0 if you want to ask questions live. Choose the Mastermind for two years of coaching and mentoring from Mark and his team; it is designed for accredited investors, so contact us if you’re not sure whether you qualify.
What materials and support are included?
The Video Course includes PDFs of all slides, information sheets, free chapters from Mark’s books and a Kajabi community. The Live Course includes a private WhatsApp alumni group. The Mastermind includes a private WhatsApp group, plus mentorship and consulting Zoom sessions. It also includes free access to all live course sessions and introductions to Mark’s network of investment advisors and tax specialists. Mastermind members with accounts over $250,000 can also choose to have their portfolio managed by our management partner, which includes negotiated margin cost reductions.
How much time does each course take?
The Video Course has eight 1.5-hour recorded classes, plus a knowledge test for each class. The Live Course meets once a week on Wednesdays for eight weeks, and each live class runs 1.5 to 2 hours. It also includes two mentorship Zoom calls with Mark: 30 minutes at the start and 60 minutes at the end. The Mastermind includes two years of coaching and mentoring.
What if I miss a live class?
If you miss a Live Course class, you can get the recording. Live Course students can also re-attend future groups for free.
What are the prices and payment plans?
The Self-Paced Video Course is $599, or 4 payments of $149.75 with Klarna at checkout. The Live 8-Week Course 2.0 is $2,487, or 2 monthly payments of $1,275, or 3 monthly payments of $899. The Mastermind is $24,995, or 2 monthly payments of $12,625, or 3 payments of $8,499. The Live Course and Mastermind payment plans cost more in total than paying in full.
Do I get credit if I upgrade?
Yes. What you paid for the Video Course is credited toward the Live Course. What you paid for either the Video Course or the Live Course is credited toward the Mastermind.
When does the next Live Course start?
The next Live 8-Week Course 2.0 starts Wednesday, January 13, 2027. Sessions are on Zoom on Wednesdays at 5 PM Pacific / 8 PM Eastern. Weeks 1 to 3 are open sessions, and paid classes begin in week 4. The course runs four times a year, with up to 50 students per group.
What is Buy, Borrow, Die, and what are the risks?
Buy, Borrow, Die means buying assets that grow, borrowing against them instead of selling (so you don’t trigger tax on the gains), and eventually passing them on to your heirs. Borrowing against investments carries risk, including margin calls if values fall. It is not right for everyone, so consult a licensed professional before using it.
What is your refund policy?
See our refund policy. It is being finalized, so if you have a question about a refund before you buy, please contact us.
How do I contact you?
Email info@theperfectportfolio.com or call (844) 447-3644. You can also book a free call with Mark. It is a brief educational conversation, not advice.
Still have a question? Contact us or book a call with Mark.