Building Confident Investors, One Decision at a Time
Our programs start in September 2025 and run through March 2026
We don't promise overnight wealth. What we do is teach practical skills for understanding markets, reading financial statements, and making informed decisions. Real learning takes time—which is why our courses run for several months, not a few rushed weeks.
How We Actually Teach
Most people who come through our doors aren't finance experts. They're teachers, engineers, small business owners—folks who want to understand where their money goes and how to grow it responsibly.
We structure everything around real scenarios. You'll work with case studies from actual Canadian markets, analyze businesses you recognize, and practice with tools professionals use daily.
- Small cohorts of 12-15 students so you get actual attention
- Weekly sessions with homework that builds on previous lessons
- Access to financial databases and analysis software
- Guest speakers from local investment firms and banks
- Open office hours twice weekly for questions
What You'll Cover
Our curriculum focuses on Canadian markets and regulations, but the principles apply anywhere. Programs run 24 weeks with flexible evening and weekend options.
Foundation Concepts
Learn to read balance sheets, income statements, and cash flow reports. We start with public companies you already know—Canadian banks, telecom providers, retailers.
Market Mechanics
How exchanges work, order types, bid-ask spreads. You'll place simulated trades and see how different strategies perform over various market conditions.
Analysis Methods
Valuation techniques, ratio analysis, sector comparison. We cover both fundamental and technical approaches so you understand different schools of thought.
Portfolio Construction
Asset allocation, diversification, rebalancing. You'll build a sample portfolio matched to specific goals and risk tolerance levels.
Tax Considerations
Canadian tax treatment of investments—TFSAs, RRSPs, capital gains. We bring in a tax specialist for three dedicated sessions.
Final Project
Research and present a complete investment thesis for a company of your choice. Defend your analysis in front of the class and guest evaluators.
Who Teaches These Courses
Henrik Lundqvist
Lead Instructor
Spent 14 years managing equity portfolios at a mid-sized investment firm in Vancouver before switching to education. CFA charterholder. Henrik teaches the foundation and analysis modules.
Callum Brennan
Markets Instructor
Former trader with experience on both buy and sell sides. Callum handles the market mechanics and portfolio construction sections, bringing practical trading floor perspective.
Siobhan MacLeod
Tax Specialist
Chartered accountant specializing in investment taxation. Siobhan joins for three sessions covering Canadian tax implications and helps students understand reporting requirements.
Where Former Students Are Now
Real Progress Takes Time
Foundation Program Graduate, 2023
One of our 2023 graduates came in knowing nothing about investing beyond what friends told him at parties. After completing the program, he spent six months paper trading before putting real money in. Now he manages his own portfolio and recently helped his sister understand her company's stock options.
Next Cohort Begins September 2025
Applications open in June. We accept 15 students per session and typically fill spots within three weeks. If you're considering joining, reach out with questions first.
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