Starting Your Investment Journey Doesn't Have to Feel Overwhelming
Most people put off learning about investments because they think it's too complicated. But here's the thing—you don't need a finance degree to understand the basics. You just need someone to explain it in a way that makes sense.
Back in 2023, we talked with hundreds of people who wanted to start investing. Almost everyone had the same worry: "What if I mess this up?" And honestly, that's a fair concern. But most mistakes happen because people skip the fundamentals and jump straight into buying stocks they heard about online.
Our approach starts with understanding what you're actually trying to achieve. Not some generic wealth-building plan, but your specific situation. Because the strategies that work for someone planning retirement in 20 years look pretty different from someone saving for a house in five.
We've spent years breaking down investment concepts into pieces that actually make sense to regular people. No jargon. No pretending it's simpler than it is. Just straightforward explanations that help you make informed decisions.
Finding Your Starting Point
Everyone's financial situation is different. Here are some common scenarios we work with, and how we help people navigate them.
Never invested before?
You're not alone. Most of our students in 2025 are starting from scratch. They know they should be investing but don't know where to begin.
We start here
First, we look at what you're working with—your income, expenses, and what you want to accomplish. Then we explain the difference between stocks, bonds, and funds in ways that stick. No rushing into anything.
Already have some investments but confused?
Maybe you have a workplace retirement account or bought some stocks through an app. But you're not really sure if you're doing it right.
Let's review together
We'll walk through what you currently own and help you understand why you own it. Then we look at whether it actually fits with your goals. Sometimes people are doing better than they think.
Want to learn but short on time?
Between work, family, and everything else, who has hours to spend reading investment books? You need the important stuff without the fluff.
Focused approach
Our sessions concentrate on what matters for your situation. If you don't need to know about options trading right now, we don't waste time on it. We cover the essentials first.
Worried about making mistakes?
You've heard stories about people losing money in the market. You want to invest but you're afraid of screwing it up.
Understanding risk
We teach you how to spot red flags and avoid common traps. You'll learn what reasonable risk looks like versus gambling. The goal is confidence, not fear.
How We Actually Teach This Stuff
We don't believe in one-size-fits-all programs. When someone signs up for our fall 2025 session, we start with a conversation about where they are and where they want to go.
Then we build a learning path that makes sense for them. Some people need to understand the math behind compound interest. Others just want to know which account type to open. Both are fine—we adjust.
- Real case studies from Canadian investors—not made-up scenarios that don't reflect actual market conditions
- Practice exercises using real data so you can see how analysis works before you invest real money
- Direct feedback on your work because generic corrections don't help anyone improve
- Follow-up support after the program ends—questions don't stop just because the class does
The thing that surprises most people is how much of investing is about behavior, not just numbers. We spend time on the psychological side too—why people panic sell, how to stick with a plan, that sort of thing.
Foundation Phase
Understanding basic financial statements, how different investment types work, and what risk actually means in practical terms.
Analysis Phase
Learning to read company reports, understand market indicators, and evaluate whether an investment makes sense for your situation.
Strategy Phase
Building a personal investment approach that fits your timeline, risk tolerance, and financial goals—not someone else's template.
Ongoing Support
Access to resources and guidance as you start putting what you learned into practice with your own investments.
Who You'll Learn From
Our instructors have spent years analyzing investments and teaching others. They remember what it was like to feel confused by all this, and they explain things accordingly.
Henrik Bjornstad
Senior Investment Analyst
Henrik worked in portfolio management for 12 years before he started teaching. He's the person who can explain bond yields in a way that doesn't make your eyes glaze over. His students appreciate that he admits when markets don't make sense—because sometimes they really don't.
Petra Kowalski
Financial Education Specialist
Petra came from a journalism background before moving into financial education. She's really good at cutting through the noise and explaining what actually matters. Her sessions focus on practical decision-making rather than theory you'll never use.
Ready to Get Started?
Our next program begins in September 2025. We keep class sizes small so everyone gets individual attention. If you want to learn investment basics from people who actually know how to teach, we'd be happy to talk with you.