Master Investment Fundamentals

Build solid financial foundations through our comprehensive beginner investment program. Learn practical strategies from experienced professionals who understand Canadian markets and real-world investing challenges.

Core Curriculum

Practical Investment Education That Works

We've spent years watching new investors make the same costly mistakes. Our program addresses these head-on with practical lessons that actually prepare you for real market conditions. No fluff, just essential knowledge you'll use from day one.

Portfolio diversification strategies tailored for Canadian tax advantages
Risk assessment frameworks that help you sleep better at night
Market analysis techniques using tools professionals actually rely on
Real case studies from both successful investments and learning moments
Investment strategy planning session with charts and financial documents

Your Learning Journey

We've designed this program around how people actually learn to invest successfully. Each phase builds naturally on the previous one.

1

Foundation Building

Start with investment basics, understanding different account types, and learning how compound interest really works. We cover the fundamentals that many investors wish they'd learned earlier.

2

Strategy Development

Develop your personal investment approach based on your goals and risk tolerance. Learn to build portfolios that match your timeline and comfort level with market fluctuations.

3

Market Application

Put theory into practice with guided exercises and real market scenarios. Practice making investment decisions with support and feedback before committing your own money.

Learn From Experienced Practitioners

Our instructors have been through market ups and downs. They'll share what they've learned from both wins and mistakes.

Professional headshot of investment instructor

Kristjan Voss

Portfolio Strategy

Twenty-three years managing portfolios taught him that simple strategies often outperform complex ones. He specializes in helping beginners avoid common pitfalls that can derail investment plans.

Professional headshot of market analysis instructor

Aleksander Thorne

Market Analysis

Former Bay Street analyst who now focuses on teaching practical market evaluation. His approach emphasizes understanding businesses rather than chasing trends or hot tips.

Professional headshot of risk management instructor

Ingrid Sørensen

Risk Management

She learned risk management the hard way during the 2008 financial crisis. Now she teaches others how to protect their investments while still achieving growth over time.

Professional headshot of retirement planning instructor

Willem Björnsson

Retirement Planning

Fifteen years helping Canadians navigate RRSPs, TFSAs, and tax-efficient investing. He makes complex tax strategies understandable for everyday investors building retirement wealth.

Investment education classroom with students engaged in market analysis discussion

Ready to Start Learning?

Our next beginner investment program starts in September 2025. We keep class sizes small so everyone gets personalized attention and plenty of opportunities to ask questions.

Program Duration 12 weeks
Class Size Maximum 16 students
Format Weekly evening sessions + online resources
Next Start Date September 15, 2025
Get Program Details