Build Your Investment Knowledge from the Ground Up
Most people skip the basics and jump straight into stock picks. That's backwards. Our program walks you through actual decision-making processes — the kind that help you understand what you're doing with your money.
Explore the ProgramOur Approach
Six Steps That Actually Make Sense
You can't build an investment strategy without understanding what drives markets. And honestly, you can't understand markets without recognizing your own biases first.
Clarify Your Financial Position
Before you invest a dollar, you need to know where you stand. We help you map out cash flow, existing obligations, and realistic timelines. This isn't exciting stuff, but it prevents expensive mistakes down the road.
Understand Risk on Your Terms
Risk tolerance isn't about questionnaires. It's about knowing how you'd react when your portfolio drops 15% in a month. We walk through real scenarios so you can build strategies that match your actual comfort level.
Learn Asset Classes Beyond Stocks
Bonds, REITs, commodities, alternatives — each plays a different role. You'll explore how these work together and when they don't. The goal is to build a portfolio that reflects your goals, not just follow trends.
Evaluate Investment Research
Not all analysis is useful. Some of it's noise. We show you how to read financial statements, spot red flags, and separate signal from hype. This takes time, but once you have it, you're far more independent.
Build Your Portfolio Framework
Now comes the assembly. You'll create an allocation that reflects your research and risk profile. We provide templates and walkthroughs, but the decisions are yours. That's kind of the point.
Monitor and Adjust Over Time
Markets change. So do your circumstances. Regular reviews keep your strategy aligned with reality. We cover rebalancing techniques, tax considerations, and how to avoid overreacting to short-term volatility.
Foundations
Analysis
Strategy
Implementation
Management
Real-World Practice Without the Real-World Risk
Theory only gets you so far. We include scenario walkthroughs, case studies from 2020–2024 market cycles, and portfolio simulations. You'll work through decisions before you have to make them with actual money.
- Case analysis of real market conditions and investor responses
- Portfolio simulations that show you the impact of different strategies
- Practical frameworks for evaluating companies and sectors
- Checklists and templates you can use after the program ends
- Resources on Canadian tax considerations for investors
Program Options
Choose What Works for Your Schedule
All programs start in September 2025. Payment plans available through our admissions team.
Foundation
CA$1,850
8-week program
- Core investing principles and frameworks
- Asset allocation fundamentals
- Risk assessment tools
- Basic portfolio construction
- Access to learning materials
Comprehensive
CA$3,200
16-week program
- Everything in Foundation
- Advanced financial analysis
- Market research techniques
- Tax-efficient strategies
- Portfolio simulation projects
- Case study reviews
Professional
CA$5,400
24-week program
- Everything in Comprehensive
- Alternative asset classes
- Advanced portfolio management
- Behavioral finance principles
- Individual review sessions
- Extended resources access
Ready to Start Building Your Investment Strategy?
Our September 2025 cohort opens for registration in April. If you have questions about the program structure, curriculum details, or want to discuss which option fits your situation, reach out. We're happy to walk you through it.