Investment Theory Made Practical
Real strategies and approaches that work in Canadian markets. We've spent years watching what actually helps people build confidence with their investment decisions—not just theory from textbooks, but tested methods you can apply starting this year.
Building Your Foundation
Most people jump into investments without a clear framework. That's where confusion starts. You need a structured approach—something you can return to when markets get volatile or when everyone around you seems to be making different moves.
We've seen this pattern repeatedly: people who take time to understand core concepts end up making better decisions six months down the line. It's not about speed. It's about having a foundation you trust.
Asset Allocation Fundamentals: Understanding how different investment types work together in your portfolio. This matters more than most beginners realize.
Risk Assessment Methods: Learning to evaluate your actual risk tolerance—not what you think it should be, but what helps you sleep at night.
Market Analysis Basics: Reading financial statements and understanding market indicators without drowning in complexity.
Your Learning Path Through 2025
Investment education isn't something you rush. Here's how we recommend building your knowledge base over the coming months—each phase builds on the previous one.
June–August 2025: Core Concepts
Start with the basics that every investor needs. Portfolio construction, diversification principles, and understanding market cycles. These three months give you the foundation everything else depends on. You'll also learn about different account types available in Canada and their tax implications.
September–November 2025: Strategy Development
Once you understand the fundamentals, you can build your personal investment strategy. This phase focuses on matching investment approaches to your specific goals. You'll explore different methodologies and discover which ones align with your timeline and risk tolerance.
December 2025–February 2026: Applied Analysis
Theory meets practice. You'll work through real market scenarios, analyze historical data, and understand how economic indicators influence investment decisions. This is where many people start feeling confident in their ability to evaluate opportunities independently.
March–May 2026: Advanced Topics
Dive deeper into specialized areas like sector analysis, alternative investments, and portfolio rebalancing strategies. By this point, you'll have the context to understand more complex investment vehicles and strategies without getting overwhelmed.
Learn From Experienced Practitioners
Our instructors have spent years working directly with Canadian markets. They bring real experience—the kind that comes from making decisions and learning what actually works.
Darren Koskinen
Portfolio Strategy Instructor
Fifteen years managing portfolios for Canadian investors. Darren focuses on practical risk management and helping people understand what their numbers actually mean.
Tamsin Veldhuizen
Market Analysis Specialist
Background in equity research and market analysis. Tamsin teaches students how to read financial statements and identify trends without getting lost in complexity.
Reuben Harkness
Fixed Income & Diversification
Specializes in bond markets and asset allocation strategies. Reuben helps investors understand the full range of options beyond just stocks—and when each type makes sense.
Resources That Support Your Learning
Beyond structured courses, we provide tools and materials that help you continue learning at your own pace. These resources complement your education and give you reference materials you can return to as you progress.
Market Analysis Templates
Downloadable frameworks for evaluating investments. These templates guide your analysis process and help you develop consistent evaluation habits. Many students use these long after completing their coursework.
Curated Reading Lists
Books and articles we actually recommend—not just famous titles, but resources that provide genuine insight. Updated quarterly based on current market conditions and student feedback.
Case Study Library
Real investment scenarios from Canadian markets. Study past decisions, market conditions, and outcomes. Understanding what happened and why helps you recognize similar patterns in real-time.
Planning Worksheets
Practical tools for setting investment goals, calculating your risk capacity, and building a timeline that matches your life situation. These aren't generic calculators—they're designed specifically for the Canadian investment landscape.
Ready to Start Learning?
Our next cohort begins in August 2025. Spaces are limited because we keep class sizes small—better discussions, more individual attention, and a stronger learning community.
Explore Our Programs