Built Around How Adults Actually Learn
Most investment courses dump theory on you and expect it to stick. Ours works differently. Each module connects to real scenarios you'll face when managing your own portfolio.
You'll work through actual market data from the past few years, understand why certain strategies performed differently, and practice decision-making with simulated accounts before risking real money. It's hands-on from day one.
And you can ask questions. Lots of them. Because the point isn't to memorize formulas—it's to understand the thinking behind smart investment choices.
What You'll Cover
Six focused areas that build on each other. Start with fundamentals, end with portfolio management.
Market Fundamentals
How markets actually work, who the players are, and what moves prices. We skip the textbook definitions and focus on what matters when you're making real decisions.
Asset Types & Analysis
Stocks, bonds, funds, alternatives—what they do, when they make sense, and how to evaluate them. You'll learn to read financial statements without getting lost in the numbers.
Risk Assessment
Understanding your own risk tolerance and matching it to investment choices. This section gets personal because everyone's situation is different.
Portfolio Construction
Building a balanced portfolio that aligns with your goals and timeline. We'll walk through diversification without making it overly complicated.
Ongoing Management
When to rebalance, how to handle market volatility, and what to do when life changes. Investing isn't set-it-and-forget-it, but it shouldn't consume your life either.
Tax & Legal Basics
Canadian tax considerations for investors, account types, and when you might need professional help. We're not accountants, but we'll show you what to watch for.
Harlan Nygaard
Spent fifteen years managing client portfolios before switching to education. Prefers clear explanations over impressive terminology.
Siobhan Kelleher
Former equity analyst who now teaches people how to read the same reports professionals use. Makes complex data approachable.
Dmitri Volkov
Worked in institutional investing before realizing individual investors needed better resources. Known for practical examples.
Eloise Thornbury
Background in behavioral finance helps students understand their own decision-making patterns. Focuses on sustainable approaches.
Next Cohort Starts September 2025
We run small groups because interaction matters. This isn't a recorded lecture series—it's a structured program with live sessions, peer discussions, and direct instructor access.
Fill Out Interest Form
Takes about five minutes. We'll ask about your current knowledge level and what you're hoping to achieve.
Brief Phone Conversation
We'll schedule a quick call to make sure the program fits your needs. Not a sales pitch—just making sure we're a good match.
Reserve Your Spot
Enrollment is capped at eighteen participants per cohort to maintain quality discussion. Once you're in, you'll receive access to pre-course materials.