Master Investment Fundamentals
Build confidence in Canadian markets through structured learning and practical strategies designed for beginning investors
Start Your Investment JourneyComprehensive Investment Education
Our structured program guides you through essential investment concepts at your own pace. We focus on building real understanding rather than quick fixes or guaranteed returns.
You'll learn to evaluate opportunities, understand risk management, and develop strategies that align with your personal financial goals. The curriculum covers Canadian tax implications, RRSP optimization, and TFSA strategies.
Program starts September 2025 - giving you time to prepare and set realistic expectations for your investment education journey.
What You'll Actually Learn
Six focused modules that build on each other, covering everything from basic concepts to portfolio construction
Investment Basics
Understanding stocks, bonds, ETFs, and how markets actually work. We'll demystify financial statements and teach you to spot red flags.
Canadian Tax Strategy
RRSP vs TFSA decisions, dividend tax credits, and capital gains implications. Real scenarios based on different income levels.
Risk Assessment
How to evaluate your risk tolerance realistically and match investments to your timeline and goals. No generic questionnaires.
Portfolio Building
Asset allocation principles, diversification strategies, and rebalancing techniques. Focus on sustainable approaches, not trending picks.
Market Analysis
Reading economic indicators, understanding market cycles, and developing patience for long-term investing in Canadian markets.
Implementation
Choosing brokers, placing trades, tracking performance, and adjusting strategies. Practical skills for managing your own investments.
Hands-On Learning Approach
Each module includes real market examples, case studies from Canadian investors, and practical exercises. You'll analyze actual companies, review portfolio scenarios, and practice decision-making in low-risk environments before applying concepts with real money.
Learn from Experienced Professionals
Our instructors combine academic knowledge with real-world experience in Canadian financial markets
Henrik Malmberg
Spent fifteen years managing portfolios for Canadian pension funds before transitioning to education. Henrik specializes in tax-efficient investing and helps students understand the nuances of Canadian retirement planning.
Katarina Volkov
Former equity research analyst who covered Canadian financial services and energy sectors. Katarina brings practical experience in company valuation and helps students develop critical thinking about investment opportunities.
Tomasz Kowalewski
Combines psychology background with finance expertise to help investors understand their own decision-making patterns. Tomasz focuses on developing disciplined approaches to investing and avoiding common behavioral pitfalls.
Brianne Hutchinson
Previously managed bond portfolios for Canadian insurance companies. Brianne teaches practical approaches to fixed income investing and helps students understand how to use ETFs effectively in portfolio construction.
Program Investment
Two payment options to make quality investment education accessible. All prices in Canadian dollars.
Next Program Starts September 2025
Registration opens in June 2025. We limit class sizes to ensure quality interaction and personalized attention. Early registration includes access to preparatory materials and our introductory webinar series.
Program Duration: September 2025 - February 2026