Start Your Investing Journey With Confidence
You don't need a finance degree to build wealth. Our program walks you through the basics of investing — from understanding market fundamentals to building your first portfolio. It's designed for regular people who want to take control of their financial future without getting overwhelmed.
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Find The Learning Path That Fits You
Everyone starts somewhere different. Whether you're completely new to investing or already dabbling but want structure, we've built pathways that match where you actually are.
Never Invested Before?
Perfect. We start with the absolute fundamentals and build from there.
- Understanding stocks vs bonds vs ETFs
- How compound growth actually works
- Setting realistic financial goals
- Opening your first brokerage account
- Building a simple starter portfolio
Have Some Experience?
Great. Let's fill the gaps and refine your strategy.
- Portfolio diversification techniques
- Tax-efficient investing strategies
- Reading financial statements
- Understanding market cycles
- Rebalancing and risk management
Ready To Get Strategic?
Let's take it further with advanced concepts and planning.
- Asset allocation modeling
- Sector rotation strategies
- Dividend growth investing
- Options basics for hedging
- Long-term wealth planning
Learn At Your Own Pace
Life gets busy. That's why our program is built around flexibility. Access course materials whenever it works for you — early morning, late evening, or during your lunch break.
Each module is broken into digestible chunks. You can complete a lesson in 20 minutes or dive deep for an hour. No pressure, no deadlines that stress you out.
Fall 2025 cohort opens for registration in August. Classes begin mid-September with rolling enrollment through October.
Real Examples From Canadian Markets
We use actual examples from TSX companies, Canadian ETFs, and local investment scenarios you'll recognize. No abstract Wall Street cases that don't apply here.
You'll learn how TFSAs and RRSPs work in practice. How to evaluate Canadian dividend stocks. What currency considerations matter when buying U.S. holdings. The stuff that actually affects your portfolio decisions.
All course examples reflect 2025 market conditions and current Canadian tax regulations.
What Past Students Have Accomplished
These aren't guarantees — everyone's journey looks different. But here's what previous cohorts have achieved after completing the program.
Tanner Lindholm
Completed Fall 2024 Cohort
I'd been putting off investing for years because it felt too complicated. This program broke everything down in a way that finally made sense. Started with a simple TFSA portfolio and actually understand what I'm doing now.
Jasper Beauchamp
Completed Winter 2025 Cohort
What I appreciated most was the practical approach. No theoretical nonsense — just real strategies I could use right away. Completely changed how I think about building long-term wealth.
Ready To Take The Next Step?
Our next program starts this fall. Registration opens in August 2025. Reach out if you have questions or want to learn more about what's covered.
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