Build Real Investment Knowledge That Actually Matters
Most people jump into investing without understanding what they're doing. Then they panic at the first market dip and make things worse. Our programs teach you the frameworks professionals use—not just theory, but the kind of thinking that helps you stay calm when everyone else is freaking out.
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Three Learning Paths for Different Starting Points
Pick what makes sense for where you are right now. You can always add more later.
Foundation Track
Start here if investing feels overwhelming. We cover asset allocation, risk tolerance, and how to read market signals without getting distracted by noise. No jargon unless we explain it first.
CAD $1,450
Strategic Analysis Track
Already investing but want better decision frameworks? Learn how to evaluate companies, understand economic cycles, and build positions that match your actual goals instead of chasing trends.
CAD $2,890
Portfolio Management Track
For people managing significant capital who need advanced strategies. We dig into tax efficiency, rebalancing techniques, and how to handle complex situations without second-guessing every move.
CAD $4,200
Learn From People Who've Actually Done This
Our mentors aren't here to sell you courses forever. They teach what worked for them after years of making mistakes, adjusting strategies, and figuring out what actually matters in real markets.
Callum Whitmore
Quantitative Analysis Lead
Spent 14 years building risk models for institutional investors before teaching retail investors how to think about data without drowning in spreadsheets. Makes complex stuff accessible.
Ingrid Valberg
Behavioral Finance Specialist
Helps investors understand why they keep making the same mistakes even when they know better. Her background in psychology makes her approach different from typical finance teaching.
Desmond Archer
Portfolio Strategy Advisor
Managed portfolios through three major market crashes. Now teaches people how to structure investments that won't fall apart when things get weird. Very practical, no fluff.
How Our Next Cohort Works
Starting September 2025, we're running another 16-week intensive program. Here's what happens and when.
Building Your Framework
We establish core concepts—asset classes, market structure, risk assessment. You'll complete weekly assignments analyzing real investments and comparing approaches. Most people find this challenging but manageable.
Analysis Techniques
Learn to evaluate opportunities using multiple methods—fundamental, technical, and behavioral. We work through case studies from both successful investments and disasters. The failures teach more than the wins.
Portfolio Construction
Build actual portfolio models matching different goals and risk profiles. You'll present your reasoning to the group and get feedback from mentors who'll point out what you missed. It's uncomfortable but valuable.
Real-World Application
Final project involves managing a simulated portfolio through various market conditions. We throw scenarios at you—crashes, rallies, weird political events—and see how your strategy holds up. This is where everything clicks together.
Ready to Start Learning?
Next cohort begins September 15, 2025. Enrollment closes August 28th or when we hit 30 participants.
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