Learn practical investment strategies that work in Canadian markets. Our comprehensive program combines technical analysis with proven portfolio management techniques used by professional advisors.
Explore Learning Program
Master the fundamental and technical analysis methods that experienced investors use to make informed decisions in volatile markets.
Learn to identify support and resistance levels, trend lines, and reversal patterns. We cover head and shoulders, triangles, and flag formations using real market examples from TSX-listed companies.
Understand how to analyze financial statements, calculate intrinsic value using DCF models, and assess company health through key ratios. Perfect for evaluating Canadian dividend stocks.
Develop systematic approaches to measuring portfolio risk, correlation analysis, and position sizing. Learn how to balance growth potential with capital preservation strategies.
Creating a balanced investment approach requires more than picking individual stocks. Our methodology teaches you to construct portfolios that can weather market downturns while capturing long-term growth opportunities.
Our structured approach takes you from investment basics to advanced portfolio management. Each phase builds on previous knowledge while providing hands-on experience with real market scenarios.
Start with essential concepts including market structure, investment vehicles, and basic financial statement analysis. Learn to use popular platforms like Questrade and Interactive Brokers effectively.
Develop proficiency in both technical chart analysis and fundamental company evaluation. Work with real Canadian stocks and ETFs to practice valuation techniques and trend identification.
Learn to build and manage complete investment portfolios. Cover advanced topics including options strategies, international diversification, and alternative investments suitable for Canadian investors.
Our next cohort starts September 2025. Early enrollment includes bonus materials and priority access to our investment research library.
Join Learning Program
Our program is designed and taught by investment professionals who manage real portfolios and understand the challenges Canadian investors face. You'll receive practical guidance that goes beyond textbook theory.
Learn from someone who has navigated multiple market cycles, including the 2008 crisis and COVID-19 volatility.
Understand the unique aspects of TSX investing, currency considerations, and tax-efficient strategies for Canadian residents.
Every concept is reinforced with hands-on exercises using actual market data and realistic portfolio scenarios.
Access to monthly Q&A sessions and market commentary even after program completion to support your investment journey.
