Build Your Investment Skills From The Ground Up
Most people think investing requires years of study or thousands to start. That's not true. Our programs teach you practical skills through real scenarios — whether you're opening your first account or refining an existing strategy. September 2025 enrollment opens this spring.
Reserve Your Spot
Two Paths, Same Destination
We've designed our curriculum around where you actually are right now — not where you think you should be. Pick the track that matches your current knowledge, and we'll get you moving forward.
Starting From Scratch
You've never invested before, or maybe you tried once and got confused. This track walks you through opening accounts, understanding basic terms, and making your first moves with confidence.
- Understanding different account types and which one fits your situation
- Reading financial statements without falling asleep halfway through
- Building a portfolio that matches your actual risk tolerance
- Setting up automatic contributions that work with your budget
- Avoiding common beginner mistakes that cost real money
- Tax considerations for Canadian investors
Refining Your Approach
You already have investments. You understand the basics. Now you want to make better decisions, optimize your strategy, and stop second-guessing yourself every time the market moves.
- Portfolio rebalancing strategies that actually make sense
- Sector analysis and trend identification techniques
- Risk management beyond basic diversification
- Tax-loss harvesting and other optimization methods
- Options and alternative investment vehicles
- Building a personal investment framework
What Actually Changes After The Program
These folks went through our courses and shared what shifted in their approach. Results vary based on starting point and individual circumstances.
Leandra Vestergaard
Foundation Track • Completed November 2024
I kept putting off investing because I thought I needed to understand everything first. The program showed me I could start small and learn as I go. Now I have three different accounts set up and I actually understand what's in them. My biggest win was finally using my TFSA properly instead of just letting it sit there empty.
Went from analysis paralysis to active portfolio management with regular contributions
Theron Abbotson
Advanced Track • Completed December 2024
I'd been investing for five years but making random decisions based on whatever article I read that week. The advanced track helped me build an actual framework. I stopped chasing hot stocks and started thinking about long-term sector allocation. It's less exciting but way less stressful, and my portfolio looks healthier.
Developed consistent decision-making process and reduced emotional trading
