Investment Education Programs
Comprehensive courses designed for Canadian investors ready to build lasting financial knowledge. Our September 2025 cohort focuses on practical strategies that work in today's markets.
Reserve Your Spot2025 Course Schedule
We're launching three comprehensive programs throughout 2025, each designed for different experience levels and investment goals.
Fundamentals of Investment Analysis
A 12-week program covering financial statement analysis, valuation methods, and risk assessment. Perfect for beginners who want to understand how professional investors evaluate opportunities.
Portfolio Construction & Management
An 8-week intensive focused on building diversified portfolios, asset allocation strategies, and ongoing management techniques. Includes real portfolio exercises with current market data.
Advanced Market Analysis
A 10-week course exploring technical analysis, market psychology, and alternative investments. Designed for experienced investors who want to refine their analytical skills and explore new opportunities.
Featured Program: Investment Fundamentals
Our most popular course starts this September and covers everything you need to begin making informed investment decisions.
Build Your Investment Foundation
This isn't about get-rich-quick schemes or guaranteed returns. We focus on building genuine understanding of how investments work, what drives market movements, and how to evaluate opportunities systematically.
- Weekly 2-hour sessions every Tuesday evening
- Hands-on analysis of real Canadian companies
- Small class sizes (maximum 15 students)
- Access to professional research tools
- Final project: complete investment analysis
Specialty Focus: Canadian REIT Analysis
A deep dive into Real Estate Investment Trusts, led by someone who's actually worked in the industry.
Garrett Pemberton
REIT Specialist
Spent eight years analyzing commercial real estate before transitioning to REIT research. Now helps investors understand what makes these investments tick.
Understanding REITs Beyond the Basics
Most people know REITs pay dividends, but there's so much more to understand. We'll explore how to read their financial statements, evaluate their properties, and understand what drives their performance over time.
What You'll Learn
- How REIT accounting differs from regular companies
- Reading property appraisals and occupancy data
- Understanding funds from operations (FFO)
- Evaluating management quality and strategy
- Market cycles and timing considerations
