Most people start investing without understanding what they're actually doing. They follow trends, trust random advice, or just hope things work out. Our program takes a different approach—teaching you how to think clearly about money and make informed decisions that match your actual life.
Get Program DetailsWe cover the stuff that matters. Not day trading secrets or get-rich schemes, but the practical knowledge that helps you avoid expensive mistakes and build something real over time.
Everyone wants returns, but few people understand risk. We break down how different investments behave, what can go wrong, and how to build portfolios that won't keep you up at night worrying.
Asset allocation sounds boring until you realize it's responsible for most of your long-term results. You'll learn to build diversified portfolios that make sense for your timeline and comfort level.
TFSAs, RRSPs, capital gains—the Canadian tax system has its own quirks. We help you understand how to use these accounts effectively so you're not leaving money on the table every year.
Your brain works against you when investing. Panic selling, overconfidence, herd mentality—we explore why smart people make dumb money decisions and how to recognize these patterns in yourself.
Balance sheets and income statements aren't as scary as they look. You'll learn to extract the information that actually matters when evaluating companies or funds without getting lost in accounting jargon.
Markets move in patterns driven by human nature and economic forces. Understanding these cycles won't let you predict the future, but it will help you avoid overreacting to normal market behavior.
Our instructors have spent years making their own mistakes and learning from them. They're not selling you courses on lifestyle design—they're sharing practical knowledge from real experience in Canadian markets.
Program Director
Sienna manages portfolios for clients across Ontario and has seen every market condition since 2008. She focuses on teaching people to separate investment noise from actual useful information—a skill she wishes someone had taught her earlier.
Investment Analysis
Astrid spent twelve years analyzing companies before switching to education. She's good at explaining complex financial concepts without making people feel stupid, which turns out to be harder than it sounds.
Our next cohort starts in September 2025. Classes run Tuesday and Thursday evenings for ten weeks, with optional Saturday workshops. Everything's online, so you can join from anywhere in Canada.
We talk with everyone before they join to make sure the program matches what they're looking for. No sales pitch—just an honest discussion about whether this makes sense for you right now.
You'll receive a detailed breakdown of topics, schedule, and expectations. Take your time reviewing everything. Ask questions. This is a real commitment, and we want you to go in with clear eyes.
Once you decide to join, registration takes about fifteen minutes. You'll get access to pre-program reading materials and our student community platform a few weeks before the official start date.