Building Your Investment Foundation
A practical twelve-week program designed for Canadians ready to start their investing journey
Most people think investing requires years of financial education or a huge starting balance. We've spent the last eight years teaching over 2,400 students that neither is true. What you actually need is a clear path forward and someone to walk you through the basics without the jargon.
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What You'll Actually Learn
This isn't about becoming a day trader or mastering complex derivatives. You're here to build confidence in managing your own money and making informed decisions about your financial future.
Weeks 1-3: Understanding Investment Basics
Start with the fundamentals. We cover stocks, bonds, ETFs, and TFSAs in plain language. You'll understand what these terms mean and why they matter for Canadian investors specifically.
Weeks 4-6: Building Your Strategy
Learn how to assess your risk tolerance and create a portfolio that matches your goals. We look at real examples from Canadian markets and discuss what works for different life stages.
Weeks 7-9: Making Your First Moves
Time to get practical. We guide you through opening accounts, understanding fees, and making your first investment. You'll have support every step of the way.
Weeks 10-12: Managing and Growing
Learn how to monitor your investments, rebalance your portfolio, and adjust your strategy as your life changes. Plus, we cover common mistakes and how to avoid them.
Real Results From Real Students
We've been teaching investing fundamentals since 2017. These numbers represent actual student outcomes and program milestones we're genuinely proud of.
Across seven program cohorts since our launch in Kingston
Students who finish all twelve weeks and submit their capstone project
Based on post-program surveys from 2024 cohorts
Lachlan Theriault
Completed November 2024
"I'd been putting off learning about investing for years because it seemed overwhelming. This program broke everything down into manageable pieces. Three months later, I have a portfolio I understand and feel confident managing."
Oskar Dunsworth
Completed September 2024
"The best part was learning alongside other Canadians dealing with the same questions. The instructors answered everything without making me feel like my questions were basic. Worth every dollar."
Filip Eckhardt
Completed January 2025
"I wish I'd taken this course ten years ago. It's practical, straightforward, and focused on what actually matters for regular people trying to build some financial security."
Program Investment
Straightforward pricing with no hidden fees. Choose the format that fits your schedule and learning style.
Self-Paced Online
12-week access period
- All video lessons and written materials
- Weekly assignments with automated feedback
- Private discussion forum access
- Email support within 48 hours
- Downloadable resource library
- Certificate upon completion
Instructor-Led Cohort
12 weeks with live instruction
- Everything in self-paced, plus:
- Live weekly video sessions (Wednesdays 7pm ET)
- Direct instructor feedback on assignments
- Small cohort size (max 25 students)
- One-on-one portfolio review session
- Lifetime access to course materials
- Alumni community membership
Upcoming Session Dates
We run instructor-led cohorts four times per year. Self-paced enrollment is open year-round and you can start whenever you're ready.
2025 Cohort Schedule:
- Spring Session: April 9 - June 25, 2025
- Summer Session: July 16 - October 1, 2025
- Fall Session: September 10 - November 26, 2025
- Winter Session: January 14 - April 1, 2026
Registration closes one week before each cohort starts. We cap enrollment to maintain quality instruction and personalized attention.
