Master Investment Fundamentals That Actually Work
Stop guessing with your financial future. Our comprehensive program teaches you time-tested principles and practical strategies that experienced investors use to build wealth steadily over time.
Explore Our ProgramBuild Knowledge That Lasts
Real investment success comes from understanding core principles rather than chasing trends. We focus on teaching you the fundamentals that remain relevant whether markets are up or down.
Our approach centers on practical education. You'll learn how to analyze companies, understand market cycles, and make informed decisions based on solid research rather than speculation.
- Financial statement analysis and company evaluation techniques
- Risk assessment and portfolio diversification strategies
- Long-term wealth building through compound growth
- Market psychology and emotional discipline in investing
- Tax-efficient investment structures for Canadian investors
Three Pathways to Financial Growth
Different life stages and goals require different approaches. We cover three main investment strategies that form the foundation of most successful portfolios.
Growth Investing
Learn to identify companies with strong potential for expansion. We cover how to spot emerging trends, evaluate management teams, and understand when high valuations make sense for long-term growth prospects.
Value Investing
Master the art of finding undervalued assets. You'll study proven methods for analyzing financial statements, calculating intrinsic value, and developing patience for market corrections.
Income Investing
Build steady cash flow through dividends and interest. We examine how to evaluate dividend sustainability, bond quality, and create portfolios that provide reliable income streams.
Practical Market Analysis Skills
Good investing starts with solid analysis. We teach you how to research investments thoroughly and make decisions based on facts rather than emotions or market hype.
The program includes hands-on exercises using real company data. You'll practice reading annual reports, analyzing cash flow statements, and comparing companies within the same industry.
Company Research
Learn systematic approaches to evaluating business models, competitive advantages, and management quality.
Economic Indicators
Understand how interest rates, inflation, and economic cycles affect different types of investments.
Risk Assessment
Develop frameworks for measuring and managing investment risks across different asset classes.
Portfolio Construction
Build balanced portfolios that align with your goals, time horizon, and risk tolerance.
Sarah Belliveau
Lead Investment Educator
Learn From Experienced Practitioners
Our instructors have worked in various aspects of the financial industry. They bring real-world experience to help you understand not just the theory, but how investment principles apply in practice.
Sarah has spent over twelve years helping individual investors build portfolios. She focuses on teaching practical skills that you can apply immediately, whether you're just starting out or looking to improve your current approach.
The program emphasizes learning by doing. You'll work through case studies, analyze real companies, and practice making investment decisions in a supportive environment.
Meet Our TeamStart Your Investment Education Journey
Our comprehensive program runs for six months and combines online learning with practical exercises. The next cohort begins in September 2025, with early registration opening in June.
Foundation Module
Master the basics of financial markets, investment vehicles, and fundamental analysis techniques.
Strategy Development
Explore different investment approaches and learn to develop your own systematic methodology.
Portfolio Application
Put your knowledge into practice by building and analyzing sample portfolios with instructor guidance.
