Master Your Financial Future
Join our comprehensive investing education program and build the skills to create lasting wealth through regular, disciplined investing strategies.
Start Your JourneyEvidence-Based Learning That Actually Works
We've spent years refining our teaching methods based on real student outcomes and market research. Our approach combines behavioral finance principles with practical investment strategies.
- Psychology-first approach that addresses emotional investing barriers
- Real portfolio exercises using market simulation tools
- Small cohorts with personalized feedback and mentoring
- Focus on Canadian tax-advantaged accounts and regulations
Your 12-Month Learning Journey
Each module builds on the previous one, creating a solid foundation for long-term investing success.
Foundation & Psychology
Start with the mental framework that separates successful investors from the rest. We'll tackle common cognitive biases and build your confidence.
Market Fundamentals
Understand how markets actually work beyond the headlines. You'll learn to read financial statements and evaluate investment opportunities.
Portfolio Construction
Build diversified portfolios that match your goals and timeline. Learn about asset allocation, rebalancing, and the power of compound growth.
Advanced Strategies & Ongoing Management
Master tax-efficient investing, dollar-cost averaging, and systematic approaches to wealth building that you can maintain for decades.
Investment in Your Future
Choose the program level that fits your learning style and schedule. Both options include lifetime access to our resource library.
Self-Paced Program
- All course modules and video content
- Interactive worksheets and calculators
- Monthly group Q&A sessions
- Access to private online community
- Course completion certificate
Mentored Cohort
- Everything in Self-Paced Program
- Weekly live sessions with instructors
- Personal portfolio review and feedback
- One-on-one mentoring calls (3 sessions)
- Priority access to advanced workshops
Next cohort starts September 2025. Self-paced program available immediately upon enrollment.
Kai Lindberg
Former portfolio manager with 15 years at Canadian pension funds. Kai brings real-world institutional investing experience to individual investors.
Petra Volkov
PhD in Economics from UBC, specializing in investor psychology. Petra helps students overcome the emotional barriers to successful investing.
Marcus Dahl
CPA with extensive experience in investment taxation. Marcus ensures you understand how to maximize your after-tax returns in Canadian accounts.
Sofia Brennan
Former fintech product manager who helps students navigate investing platforms and tools. Sofia makes technology work for your investment goals.
Ready to Take Control?
Join hundreds of Canadians who've transformed their financial future through disciplined, educated investing.
Schedule a Call