Build Your Investment Foundation
Most people approach investing backwards. They chase hot tips or try to time the market before understanding how it actually works. That's like trying to bake a cake without knowing what flour does.
Our program starts where it should: with the fundamentals. You'll work through real market scenarios, learn to read what companies are actually telling you, and understand why prices move the way they do. Not because we guarantee results—nobody can—but because informed decisions tend to work out better than guesses.
We're starting our next cohort in February 2026. The format is a blend of self-paced study and live discussion sessions, so you can fit it around your schedule without feeling rushed or left behind.
How We Actually Teach This Stuff
You won't analyze fictional case studies. We use actual financial statements from publicly traded companies. You'll see how the same data can lead different investors to different conclusions—and why that's normal, not confusing.
Every Thursday evening, we meet online to talk through what you've been working on. These aren't lectures—they're conversations. Someone will ask about something they didn't understand, and often that question helps three other people too.
The foundational content is available whenever you need it. Some people binge it over weekends. Others spread it across mornings before work. We've had students finish in four months and others take eight. Both approaches work fine.
We don't teach you to predict market movements. That's not a skill—it's a fantasy. Instead, you'll learn to assess value, understand risk, and make decisions you can actually justify to yourself later.
What You'll Actually Learn
The program is divided into three phases. Each one builds on the last, but you can take breaks between them if life gets busy. Most people complete everything in six to eight months.
Market Foundations
8-10 weeksStart with how markets actually function—not the Hollywood version. You'll understand what exchanges do, how orders work, and why bid-ask spreads matter more than most beginners realize.
- Market structure and order types
- Reading financial statements without falling asleep
- What different asset classes actually are
- Risk versus volatility (they're not the same thing)
- Common behavioral traps and why smart people fall into them
Valuation Methods
10-12 weeksThis is where things get interesting. You'll learn several ways to value companies and securities—and more importantly, when each method makes sense and when it doesn't.
- Discounted cash flow analysis (simplified, not academic)
- Relative valuation and why comparisons are tricky
- Reading between the lines of earnings reports
- Understanding what management is really saying
- When the numbers don't tell the whole story
Portfolio Thinking
8-10 weeksIndividual investments are one thing. Building a coherent portfolio is another. You'll work through how different assets interact and why diversification is more nuanced than "don't put all your eggs in one basket."
- Asset allocation strategies for different goals
- Understanding correlation (and its limits)
- Rebalancing: when and why
- Tax considerations for Canadian investors
- Building a framework that fits your situation
Ready to Start Learning?
Our next program begins February 2026. Enrollment opens in late December, and we typically fill about half the spots within the first two weeks.
If you're curious or have questions about whether this program fits what you're looking for, reach out. We're happy to talk through it with you.
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