Investment Mastery Program

Build real wealth through systematic investing strategies. Learn from seasoned professionals who've weathered multiple market cycles and helped hundreds of Canadians secure their financial future.

Start Your Journey

Real Education for Real Results

This isn't another get-rich-quick scheme. Our 8-month intensive program teaches fundamental analysis, portfolio construction, and risk management through hands-on practice with real market scenarios.

You'll work with actual Canadian market data, analyze TSX companies, and build diversified portfolios that align with your personal goals. No theoretical fluff—just practical skills you can apply immediately.

  • Weekly market analysis sessions with live trading examples
  • Personal portfolio review and optimization strategies
  • Tax-efficient investing for Canadian regulations
  • Risk assessment tools and position sizing methods
  • Retirement planning integration with RRSP and TFSA
Students analyzing financial charts and market data during a hands-on learning session

Your Learning Journey

We break down complex investing concepts into manageable steps. Each phase builds on previous knowledge, ensuring you develop genuine expertise rather than memorizing formulas.

1

Foundation Building

Master financial statements, understand market mechanics, and learn how economic indicators affect stock prices. We start with Canadian blue-chip companies you already know.

2

Analysis & Strategy

Develop your analytical skills through case studies. Learn to evaluate companies, assess market trends, and create investment thesis backed by solid research methodology.

3

Portfolio Management

Build and manage your own practice portfolio. Learn position sizing, rebalancing strategies, and how to maintain discipline during market volatility.

Learn from Experienced Practitioners

Our instructors aren't just teachers—they're active investors who've built successful portfolios through multiple market cycles. They bring real-world experience into every lesson.

Marcus Henriksson, Senior Portfolio Analyst

Marcus Henriksson

Senior Portfolio Analyst

Twenty-two years managing institutional portfolios. Marcus specializes in Canadian dividend aristocrats and has helped develop investment strategies for pension funds across Alberta and Ontario.

Viktor Kowalski, Risk Management Specialist

Viktor Kowalski

Risk Management Specialist

Former quantitative analyst with deep expertise in portfolio optimization. Viktor teaches practical risk assessment and position sizing strategies that have protected client wealth during market downturns.

Next Program Starts September 2025

Eight months of comprehensive training with weekly sessions, monthly portfolio reviews, and ongoing mentorship. Classes meet Tuesday evenings and Saturday mornings to accommodate working professionals.

Reserve Your Spot