We've built three distinct approaches to learning about personal finance and investing. Each one serves different schedules, experience levels, and learning preferences. No upselling. Just straightforward education that fits your life.
After teaching hundreds of Canadians about investing since 2019, we've learned that people need options. Some want quick, focused sessions. Others prefer long-term mentorship. Here's what we offer starting September 2025.
Six-week evening program for complete beginners
Three-month program with portfolio development
Year-long personalized learning partnership
Look, pricing pages can be confusing. We've tried to make this as clear as possible. Here's a straightforward breakdown of what comes with each track.
| What's Included | Fundamentals | Builder | Mentor |
|---|---|---|---|
| Live instruction hours | 12 hours | 36 hours | 48 hours |
| Program duration | 6 weeks | 3 months | 12 months |
| Cohort size (max) | 18 people | 12 people | 8 people |
| Individual consultation | — | 3 sessions | Monthly |
| Portfolio development | Theory only | Guided | Personalized |
| Recording access | 90 days | Lifetime | Lifetime |
| Community access | During program | Alumni network | Alumni + priority |
| Schedule flexibility | Fixed times | Some flexibility | Highly flexible |
| Curriculum customization | — | Minor adjustments | Full personalization |
We asked people from our 2024 cohorts to share their honest thoughts about the experience and whether the investment made sense for them.
I spent years avoiding investing because I felt overwhelmed by jargon. This program gave me actual skills I use every week. Worth every dollar for the confidence alone.
Perfect for someone like me who just needed the basics. Six weeks was realistic with my work schedule. I've started investing small amounts and actually understand what I'm doing.
The year-long track felt like a big commitment, but having someone to talk through my specific situation made all the difference. My portfolio grew slowly and steadily throughout the year.
We get these questions a lot. If yours isn't here, just reach out.
Yes. About 40% of people who complete Fundamentals join Builder within six months. We'll credit your Fundamentals fee toward the upgrade. Just keep in mind cohorts fill up, so timing matters.
We offer two-payment and three-payment plans for Builder and Mentor tracks. First payment is due at registration, remaining payments split over the first half of the program. No interest or fees.
Life happens. If you need to leave before completing 50% of the program, we'll refund the remaining portion minus a $150 administrative fee. After 50%, no refunds, but you can rejoin a future cohort.
Depends on your experience level. Fundamentals assumes you're starting from scratch. Builder works well if you have some investments but want to understand strategy better. Mentor is ideal for people with active portfolios who want ongoing guidance.
No. We teach investment principles and portfolio strategy, but we're educators, not financial advisors. We'll help you understand how to evaluate investments and build a diversified approach. For tax questions, you'll need an accountant.
Plan for about 2-3 hours per week of reading and practice for Fundamentals. Builder requires 3-5 hours weekly. Mentor varies based on your goals, but most people spend 4-6 hours weekly on portfolio work and learning.
Start with a simple question: how much time can you realistically dedicate over the next year? If you want quick foundations, choose Fundamentals. If you're ready to build actively, go with Builder. If you want a long-term learning partnership, Mentor makes sense. Still unsure? Contact us and we'll talk through your situation.