Small Group Format
Classes stay under 12 students so Henrik can provide individual attention. He learns your thinking patterns and adjusts his feedback accordingly.
Learn from Someone Who's Actually Been There
Financial education works best when it comes from real experience, not just textbook theories. Our approach centers on practical insight from professionals who've spent years navigating markets, managing portfolios, and making the tough calls that come with real money.
Explore Our Programs
Henrik Dahlström
Lead Investment Instructor
17 years portfolio management experience
Former senior analyst at Thornfield Capital
CFA charterholder since 2012
Guest lecturer at York University (2018-2023)
Teaching Through Real Situations, Not Just Slides
Henrik doesn't teach from a script. His sessions pull from actual market events he's worked through — the 2015 oil crash, pandemic volatility, rate hikes that caught everyone off guard. You won't find generic case studies here.
"I tell my students about the trades that worked and the ones that didn't. Both are equally valuable. You can't really understand risk until you've felt it, and my job is to prepare you for those moments before your own money is on the line."
This honesty shapes everything we do. Henrik structures each session around actual decision points — what information was available at the time, what different analysts were saying, and why certain moves made sense even when they didn't pan out perfectly.
Portfolio Construction
Building diversified positions that actually hold up when markets turn. Henrik walks through his own allocation strategies and where they've evolved over the years.
Risk Management
Moving beyond textbook formulas to understand how risk shows up in real time. He focuses on recognizing warning signs before they become problems.
Market Analysis
Separating useful signals from noise. Henrik demonstrates how he evaluates economic data, earnings reports, and market sentiment without getting overwhelmed.
Behavioral Finance
Understanding why smart people make predictable mistakes. He shares his own biases and the systems he's built to keep them in check.
How We Structure Learning
Our method builds from fundamentals to complex decisions. Each phase prepares you for the next, with plenty of room to practice before moving forward.
1
Foundation Through Context
We start with core concepts, but always tie them to real situations. When Henrik explains bond yields, he'll reference what happened during the 2022 rate cycle. Theory matters, but context makes it stick.
2
Hands-On Analysis Work
You'll spend significant time working with actual financial statements, market data, and news flow. Henrik provides his commentary, but you build your own views first. The feedback sessions are where real learning happens.
3
Scenario-Based Decision Making
We recreate market conditions from past events and walk through decision trees together. You'll see how different approaches would have played out and why certain strategies held up better than others.
4
Portfolio Projects with Real Constraints
Later sessions involve building and managing simulated portfolios. Henrik adds realistic constraints — liquidity requirements, tax considerations, client restrictions — because that's how it actually works in practice.
5
Ongoing Mentorship Access
Questions don't stop when sessions end. Henrik maintains office hours where you can discuss specific situations, get feedback on your analysis, or work through concepts that didn't fully click the first time.
What Makes This Different
You could find investment courses anywhere in Toronto. Most focus on passing exams or memorizing formulas. We focus on developing judgment — the kind that comes from working through messy situations where the right answer isn't obvious.
Current Market Integration
Sessions adapt to what's happening right now. When major economic data drops or markets react to news, we discuss it that week while it's relevant.
Professional Tool Access
You'll work with actual platforms and databases that analysts use daily. Bloomberg Terminal access, FactSet resources, and professional-grade charting tools.
Honest Mistake Analysis
Henrik regularly shares examples of calls he got wrong and walks through what he missed. Understanding failure modes prevents you from repeating them later.
Industry Connection Support
Henrik maintains relationships throughout Toronto's financial sector. He makes introductions when it makes sense, based on your progress and career direction.