Resources That Actually Help You Learn

We spent years building materials that make investment concepts click. No fluff, no jargon overload—just clear explanations that stick with you when it matters.

Why Our Materials Work Differently

Most investment education throws theory at you and hopes something sticks. We took a different route.

Our approach came from watching hundreds of learners struggle with the same concepts. We noticed patterns—certain explanations clicked instantly while others caused confusion no matter how many times people reviewed them.

So we rebuilt everything from scratch. Every guide, every example, every diagram went through real students first. If they stumbled, we rewrote it. This iterative process took longer but created materials that genuinely work.

Investment learning materials and research notes

What You'll Find Here

Each resource serves a specific purpose in your learning journey. Start anywhere that matches where you are right now.

Foundation Guides

Start here if terms like diversification or asset allocation still feel fuzzy. These break down core concepts using real scenarios instead of textbook definitions.

Case Study Library

Actual investment decisions from 2020-2025, analyzed step by step. See how theory plays out when market conditions change unexpectedly.

Decision Frameworks

Mental models that experienced investors use without thinking. We made them explicit so you can apply them to your own choices.

Risk Assessment Tools

Practical worksheets that help you evaluate opportunities without getting paralyzed by what-ifs. No complex formulas required.

Market Context Updates

Monthly breakdowns of what's happening in Canadian markets and why it matters for your strategy. Cut through the noise.

Quick Reference Sheets

When you need a reminder fast—key concepts on single pages you can review in five minutes before making decisions.

Built for Real Learning, Not Just Reading

Reading about investing doesn't make you better at it. You need to engage with concepts actively.

That's why our materials include built-in practice. Each guide has scenarios where you make decisions before seeing the analysis. This active engagement creates the kind of learning that transfers to real situations.

Decision checkpoints that pause your reading
Real market data you can analyze yourself
Reflection prompts that connect theory to your goals
Common mistake warnings based on actual learner feedback

Student reviewing investment analysis materials

Updated Based on What Confuses People

We track which sections cause the most questions. When patterns emerge, we rewrite those parts.

For example, our bond pricing guide got completely rebuilt in early 2025 after we noticed learners kept mixing up yield and return. The new version uses a comparison table that eliminated 80% of those questions.

This feedback loop means our materials keep getting clearer. What you're reading today reflects insights from everyone who came before you.

Updated learning materials with student feedback incorporated

Dashiell Pembroke

Lead Content Developer

I create materials that I wish existed when I was learning. Too much investment education either oversimplifies to the point of uselessness or buries you in complexity.

My background spans educational psychology and portfolio management—an unusual combination that shapes how I explain concepts. I test everything with actual learners before it goes live.

When I'm not writing guides, I'm analyzing which sections cause confusion and figuring out better ways to explain them. It's ongoing work that never quite feels finished, which is probably how it should be.

Start Learning Your Way

Our next cohort begins September 2025, but you can explore materials and see if our approach resonates with you right now.

View Program Details Ask Questions