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services@peterboroughsquare.investments +1 819-481-2041
Free Consultation

How It Works

Three straightforward steps from choosing your plan to holding the assets in your own accounts.

The Process

How it works in 3 steps

01

You choose your plan

You decide the monthly amount, the term, and the risk level that suits your situation. Nothing is locked in — the plan is built around what you can sustain comfortably over years, not months.

  • Monthly contribution amount
  • Time horizon from 5 to 30 years
  • Conservative, Balanced, or Growth profile
02

We recommend an allocation

Based on your risk profile we propose a split across safe assets, global equities, and a small bitcoin allocation. You see exactly what is being bought and why before anything happens.

  • Allocation matched to your profile
  • Bitcoin capped at 5–10%
  • Documented before execution
03

We buy and deliver

We purchase the assets through regulated brokers and licensed crypto providers, then deliver them to your accounts and wallets. The assets are held in your name, not ours.

  • Executed via licensed partners
  • Delivered to your accounts or wallet
  • Every transaction documented
What To Expect

A process designed to be boring — on purpose

Long-term saving works because it is repetitive and unexciting. The same contribution, the same allocation discipline, month after month. We deliberately avoid tactical trading, market timing, and reactive changes to your plan.

You can adjust your monthly amount or pause contributions whenever your circumstances change. What we don’t do is chase performance or rebuild your strategy every time markets move.

Your money is held separately from company funds, and asset custody sits with regulated partners — not with us.
Common Questions

Practical details

Minimum amount There is no high entry threshold. Plans are designed to work at modest monthly contributions as well as larger ones.
Who holds the assets Assets are held in accounts and wallets in your name, through regulated brokers and licensed crypto providers.
Can I change my plan Yes. You can adjust the monthly amount, change your risk profile, or pause contributions at any point.
How much bitcoin Never more than 5–10% of the portfolio, and only 5% in the Balanced profile. It is a small hedge, not the strategy.
Where you operate Canada, France, and Belgium, each through locally licensed partners.
Get Started

Ready to start saving for your future?

Get a free consultation. We’ll explain how it works in your situation — no pressure, no jargon.

Request a Consultation