Build Real Investing Skills That Last
Our structured program helps everyday Canadians develop confident, practical approaches to personal investing without the overwhelm.
We've worked with hundreds of people who felt stuck—uncertain where to start, confused by jargon, worried about making expensive mistakes. Our hands-on program breaks investing down into manageable steps you can actually use. No hype or promises. Just clear guidance from instructors who've been there.
Get Program DetailsWhat Participants Say About Their Experience
Real feedback from people who've been through the program and continue applying what they learned.
Elliot Thériault
Started September 2024
"I expected theory and spreadsheets. What I got was practical frameworks I still use every month when reviewing my portfolio. The risk assessment module alone changed how I think about diversification."
Nolan Bjarnason
Completed January 2025
"The program doesn't sugarcoat things. They're upfront about what you can realistically expect and where most beginners trip up. That honesty helped me avoid some costly early mistakes."
Siobhan Mulroney
Started November 2024
"Best part? The ongoing check-ins. It's not just a course you finish and forget. Six months later, I still reference my notes and the instructors respond when I have questions about applying concepts to new situations."
Desmond Kovalenko
Completed March 2025
"What clicked for me was understanding my own behavior patterns around money. The psychological components weren't what I expected from an investing program, but they're probably the most valuable thing I learned."
How the Program Works
We break investing education into four focused phases that build on each other. Each phase runs three weeks with live sessions, practical exercises, and ongoing support. You move at your own pace through concepts, then apply them in structured scenarios before moving forward.
Foundation & Framework
Start with the basics you actually need. We cover account types specific to Canada, tax considerations for different investments, and how to read financial statements without getting lost in terminology. Most people already know some of this—we fill in the gaps and correct common misconceptions.
Risk Assessment & Strategy
Here's where it gets personal. You'll work through scenarios that reveal your actual risk tolerance—not what you think it should be, but how you'd really react when markets shift. Then build an approach that matches your situation, not some generic investor profile.
Portfolio Construction
Time to build. You'll construct sample portfolios, evaluate asset allocation, and understand why certain combinations work better than others. We use real market data and walk through decisions step by step, including the ones that don't work out as planned.
Ongoing Management
The maintenance phase. Learn when to rebalance, how to evaluate performance honestly, and develop habits for regular portfolio review. This is about building sustainable practices you'll keep using long after the program ends.
Upcoming Program Start Dates
We run small cohorts throughout the year. Sessions are evening-friendly for working professionals and include recorded content if you miss a live session.
September 8, 2025
Fall Cohort Begins
Monday and Wednesday evenings, 7:00-9:00 PM ET. Twelve weeks with a two-week break mid-program. Limited to 18 participants to maintain quality interaction and personalized feedback throughout the sessions.
November 10, 2025
Late Fall Intensive
Accelerated format over eight weeks with additional self-paced work. Tuesday and Thursday evenings. Same content, faster pace—good for people with some existing knowledge who want structure and accountability.
January 12, 2026
Winter Cohort Opens
Fresh start for the new year. Standard twelve-week format with weekend workshop option mid-program. We usually see strong enrollment for January—register early if you want this slot since we maintain small group sizes.
Ready to Start Building Your Skills?
Reach out with questions or to discuss whether the program fits your current situation. We're honest about who benefits most—and when it might make sense to wait or explore other options first.
Talk With Our Team