Investment Courses Starting Soon
We've lined up several programs for later this year and early 2026. These aren't quick fixes or miracle strategies—just practical approaches to understanding how your money can work for you over time.
What's Coming Up
Each course runs over several weeks. You'll get real examples, not theory alone. And you'll meet others who are figuring this out too.
Building Your First Portfolio
Starts September 2025You'll learn how to spread out investments without overthinking it. We cover stocks, bonds, and index funds—what they are, how they behave, and why diversification matters more than picking winners.
8 weeks, Tuesday evenings
Retirement Accounts Explained
Starts October 2025RRSPs, TFSAs, employer matching—it's confusing at first. This course breaks down the tax advantages and helps you decide where your money should go based on your actual situation, not generic advice.
6 weeks, Thursday evenings
Understanding Market Cycles
Starts January 2026Markets go up and down. That's not news. But understanding why helps you avoid panic selling or chasing trends. We look at historical patterns and how to adjust your approach when things get rocky.
7 weeks, Monday evenings
How Our Courses Actually Work
Start With Real Scenarios
We don't open with definitions. Instead, you'll see case studies from people with different incomes and goals. Then we work backwards to understand the strategies they used and why certain approaches fit their circumstances better than others.
Break Down the Jargon
Financial language can be intimidating. Each week we tackle the terms that actually matter—expense ratios, asset allocation, rebalancing. You'll understand what these mean in practice, not just in textbooks.
Practice With Examples
You'll get worksheets based on realistic budgets and investment amounts. No pretending you have fifty thousand to start. We work with what people actually have and help you build habits that scale up as your income grows.
Ask Questions That Matter
Every session includes time to discuss what's confusing you. Other students usually have similar questions. And honestly, explaining things multiple ways helps everyone grasp the concepts better.
Who Teaches These Courses
Our instructors have worked in finance for years, but they remember what it's like to feel lost. They're here to make this accessible, not to show off fancy credentials.
Kieran Voss
Portfolio Construction Specialist
Kieran spent a decade advising clients at a mid-sized firm before realizing most people just needed someone to explain things plainly. He teaches the portfolio course and likes helping people avoid the mistakes he saw repeated over and over.
Astrid Lumley
Retirement Planning Advisor
Astrid has been navigating tax-advantaged accounts since 2011. She's particularly good at explaining why certain account types make sense for different life stages and income levels without making anyone feel behind.
Callum Breckenridge
Market Behavior Analyst
Callum has tracked market movements for fifteen years and finds patterns fascinating. He'll walk you through historical data without drowning you in numbers—and he's honest about what we can and can't predict.
Ready to Start Learning?
Enrollment opens six weeks before each course begins. Spots are limited because we keep classes small enough for real discussion. If you're curious about which course might fit your needs, reach out and we can talk through it.
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