Building Real Investment Knowledge That Sticks
Our structured learning program helps Canadians develop practical skills for monitoring investments. We focus on understanding fundamentals rather than chasing quick wins—because solid financial decisions come from genuine knowledge, not guesswork.
Start Your Learning Journey
Why Most Investment Education Misses the Mark
After working with hundreds of Canadians over the past few years, I've noticed something. People don't need another course promising to make them wealthy overnight. What they actually need is straightforward information about how markets work and what their investment reports really mean.
That's why our program runs from October 2025 through March 2026. Not because we're slow—but because understanding investments properly takes time. You can't rush learning how to read balance sheets or interpret market movements.
Foundation Building
We start with terminology and basic concepts. No shame in not knowing what P/E ratios are—most people don't when they begin.
Practical Application
Then we move into using real tools and platforms. You'll work with actual portfolio data and learn to spot what matters versus what's just noise.
Independent Analysis
By the end, you should be able to review your investments without needing to call someone every time the market moves.
Six Modules That Build on Each Other
Each module takes about three weeks. We don't rush through material just to say we covered it. The goal is comprehension, not completion speed.
Investment Fundamentals
Understanding what stocks, bonds, and funds actually represent. We cover asset types, risk profiles, and how different investments behave in various market conditions.
Reading Financial Statements
How to interpret company reports and what the numbers actually tell you. This is where most people get stuck, so we spend extra time here making sense of balance sheets and income statements.
Portfolio Monitoring Tools
Getting comfortable with platforms and software that track investments. We focus on the tools most Canadian investors actually use rather than exotic trading platforms.
Market Analysis Methods
Different approaches to evaluating investments and understanding market trends. We explore both fundamental and technical perspectives without pushing any single method as the "right" way.
Risk Management Strategies
How to think about diversification and what it really means for your portfolio. Plus practical ways to assess whether your current holdings align with your actual risk tolerance.
Building Review Habits
Creating a sustainable routine for monitoring investments without becoming obsessive. We cover when to check portfolios, what changes warrant action, and how to stay informed without information overload.
What You'll Actually Be Able to Do
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Understand Your Investment Reports
You'll know what those quarterly statements mean and which numbers deserve your attention versus which ones are just industry jargon.
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Evaluate Company Fundamentals
Read financial statements without feeling lost. Spot warning signs and recognize what healthy company metrics look like.
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Use Monitoring Tools Effectively
Navigate portfolio tracking software and set up useful alerts. Know which features matter and which ones just clutter your dashboard.
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Make Informed Decisions
Assess your portfolio objectively and recognize when changes make sense versus when you're just reacting to market noise.
Program Starts October 2025
We're accepting registrations now for our autumn intake. Classes are capped at 20 participants so everyone gets proper attention during the learning process.
Reserve Your SpotWho's Teaching This Program
Our instructors have spent years working with Canadian investors and understand the specific challenges people face when learning about portfolio management.
Davin Ljungquist
Investment Analysis Instructor
Spent twelve years helping people understand their portfolios. Specializes in breaking down complex financial concepts into language that actually makes sense.
Rosalind Thurber
Risk Management Specialist
Focuses on practical risk assessment and portfolio diversification strategies. Known for her straightforward approach to explaining market volatility.
Theron Wickstrom
Financial Statement Analysis Lead
Teaches how to read company reports and understand what the numbers reveal. Has a talent for making balance sheets less intimidating.