Small Group Discussions
Weekly breakout sessions where you'll work through investment scenarios with 4-6 other learners.
Let's Talk About Your Financial Future
Whether you're curious about our programs, need clarification on investing concepts, or just want to chat about your goals—we're here for you.
Reach Out Anytime
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29 King St W
Stoney Creek, ON L8G 1H2
Canada
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What Guides Our Work
Over the years, we've refined our approach based on real experiences—both our own and those of the people we've taught. Here's what matters most to us when helping Canadians build their investing knowledge.
Start Where You Are
Financial background doesn't matter here. Last month, someone who'd never opened a brokerage account finished our program and felt confident enough to start investing. We build from the ground up.
Clarity Over Complexity
The finance industry loves jargon. We don't. When we explain dividend yields or P/E ratios, we use examples from everyday life. You shouldn't need a dictionary to understand your investments.
Canadian Context First
TFSAs, RRSPs, and the TSX—these aren't just abbreviations to us. We structure everything around the tax advantages and opportunities available specifically to Canadians.
Long-Term Thinking
Day trading makes for exciting stories, but most people build wealth slowly. We focus on strategies that work over years and decades, not days and weeks.
Questions Welcome
There's no such thing as a silly question when money's involved. Our instructors have heard everything—and they remember being beginners too.
Real Portfolio Practice
Theory only goes so far. That's why our programs include portfolio simulations using actual market data. You'll make mistakes in a safe environment before risking real money.
Learn Alongside Others
Investing can feel isolating when you're starting out. Everyone else seems to know what they're doing, right? Not really. Most beginners have the same questions and doubts.
That's why our programs emphasize peer learning. You'll analyze case studies together, discuss different strategies, and share what you're discovering.
Private Discussion Board
Ask questions anytime. Someone from the community—or an instructor—usually responds within a few hours.
Monthly Alumni Meetups
Once you finish, stay connected through optional virtual gatherings where alumni share progress and insights.
What You'll Work With
Portfolio Simulator Access
Practice buying and selling with our simulator that mirrors real TSX and NYSE movements. You'll test strategies and see how different decisions play out over time—without the stress of actual money on the line. It's connected to live market data, so you're working with genuine numbers.
Course Materials You Can Keep
Every module comes with downloadable guides, checklists, and templates. Want a quick refresher on assessing dividend stocks three months after finishing? Just pull up the guide. All materials stay available to you permanently, and we update them when tax laws or market structures change.