Your Investment Journey Starts Here
We built this program for people who want honest answers about investing. No hype, no shortcuts—just practical knowledge you can actually use.
We Focus on What Actually Works
Most beginner courses throw around terms like "passive income" and "financial freedom" without explaining the work involved. That's not our style. We teach foundational concepts—asset allocation, risk assessment, market cycles—then show you how they apply to real Canadian portfolios.
Our program emerged from conversations with people who felt overwhelmed by conflicting advice online. So we stripped it back to basics. You'll learn how to read financial statements, understand tax-advantaged accounts like TFSAs and RRSPs, and build a diversified portfolio that matches your actual risk tolerance.
Our September 2025 cohort fills up by July, so if you're thinking about joining, reach out sooner rather than later. We cap groups at 30 learners to keep discussions manageable.
Learn Your Way
Different people need different approaches. We've designed multiple paths so you can pick what fits your schedule and learning style.
Self-Paced Study
Access all materials immediately and move through content as your schedule allows. Includes recorded sessions, worksheets, and community forum access for questions.
Live Cohort Sessions
Join biweekly group sessions where we work through concepts together. Ask questions in real time and hear what others are struggling with—often more valuable than you'd expect.
Mentorship Track
Pair with an experienced investor for monthly one-on-one sessions. Best for learners who want feedback on their specific financial situation and portfolio decisions.
Who Teaches This Program
Our instructors come from backgrounds in financial planning, portfolio management, and personal finance education. They're not celebrities or social media personalities—just people who've spent years helping Canadians make sense of investing and are good at explaining complicated things simply.
Damian Vickers
Lead Program Designer
Spent 14 years as a fee-only advisor before transitioning to education. Specialized in helping young professionals build their first portfolios without overpaying for advice.
Elena Rosewood
Tax Strategy Instructor
Former accountant who noticed most investors ignore tax implications until it's too late. Now teaches tax-efficient investing strategies specific to Canadian regulations and accounts.
Jasper Lundqvist
Market Analysis Mentor
Background in equity research and portfolio management. Focuses on teaching learners how to evaluate companies and understand what drives long-term value creation.
What Learners Tell Us
We track outcomes through follow-up surveys at six months and one year. Most participants report feeling more confident making investment decisions independently, which was our main goal from the start.
View Course Schedule87%
Started investing within three months of completing the program
4.6/5
Average rating from 2024 cohort participants
92%
Said they better understand their risk tolerance and goals
78%
Recommended the program to friends or family members