Build Your Investment Foundation
Learning about money doesn't have to feel overwhelming. Our program breaks down investment fundamentals into manageable pieces that fit around your schedule. Whether you're just starting or ready to dig deeper, we meet you where you are.
Start Your JourneyLearning That Fits Your Life
We've built this program around how real people actually learn. Some folks like reading detailed articles at midnight. Others prefer short video breakdowns during lunch. A few want to chat through concepts with mentors.
You get all three options, plus the flexibility to switch between them whenever it makes sense for you.
Self-Paced Track
Work through materials on your schedule. Access everything immediately and move as fast or slow as you need.
Guided Sessions
Join monthly group discussions starting September 2025. Ask questions, hear different perspectives, build connections.
One-on-One Support
Book time with instructors when you're stuck or want to explore specific topics in detail.
Learn From People Who've Been There
Our instructors aren't just teaching theory. They've made mistakes, learned lessons, and built real experience managing investments. They remember what it felt like to be confused by financial jargon.
Henrik Dahlström
Portfolio Strategy
Spent fifteen years helping Canadian families understand asset allocation. Believes the best investment plan is the one you'll actually stick with.
Siobhan Rafferty
Market Analysis
Started her career during the 2008 crisis. Now teaches others how to read market signals without panicking when things get volatile.
Anara Bekzhanova
Risk Assessment
Focuses on helping people understand their actual risk tolerance, not just what they think they should be comfortable with.
Flexible Investment for Your Learning
Programs begin in September 2025. Pick what works for your budget and learning style. You can always upgrade later if you want more support.
Foundation
one-time access
- Complete course materials
- Self-paced video lessons
- Downloadable resources
- Community forum access
- 6 months of updates
Supported
one-time access
- Everything in Foundation
- Monthly group sessions
- Two 1-on-1 consultations
- Priority forum response
- 12 months of updates
- Certificate upon completion
Mentored
one-time access
- Everything in Supported
- Six 1-on-1 consultations
- Personalized learning path
- Direct instructor email
- Lifetime material access
- Advanced strategy modules
Deep Knowledge, Clear Explanations
Beyond the core program, we publish detailed articles that tackle specific investment topics. These go beyond surface-level advice to explain the reasoning behind different strategies.
Recent pieces look at tax-efficient investing for Canadians, understanding dividend yields in different market cycles, and managing portfolio rebalancing without triggering unnecessary costs.
Understanding TFSA vs RRSP Trade-offs
A practical breakdown of which account serves you better at different income levels and life stages.
Reading Market Volatility Without Panic
How to distinguish between normal price swings and signals that might require portfolio adjustments.
Building an Emergency Fund That Works
Where to keep cash reserves so they're accessible but still earning reasonable returns.