Investment Mastery Learning Program
Build confidence in financial markets through structured learning designed for Canadian investors who want practical knowledge without the overwhelm.
Start Your JourneyFind Your Learning Path
Everyone starts somewhere different. These questions help match you with content that actually fits your situation and goals.
New to investing entirely?
We start with fundamentals — what stocks actually represent, how markets work, and why prices move. No jargon, no assumptions about prior knowledge.
Have some experience but inconsistent results?
Focus shifts to decision-making frameworks, risk assessment, and building systematic approaches that work beyond beginner's luck.
Looking to improve an existing portfolio?
Advanced modules cover portfolio analysis, rebalancing strategies, and tax-efficient investing specific to Canadian markets and regulations.
Want to understand financial news better?
Learn to interpret earnings reports, economic indicators, and market commentary with context that helps separate signal from noise.
Real numbers from our learning community since 2022
Meet Your Instructors
Each brings real market experience and a talent for explaining complex concepts clearly.
Dr. Kavya Thornberry
Portfolio Strategy Lead
Former institutional fund manager with 15 years managing pension assets. She breaks down portfolio construction in ways that make sense for individual investors.
Miranda Kowalski-Chen
Market Analysis Instructor
Financial journalist turned educator who specializes in translating market research into actionable insights. Known for making complex economic data accessible.
Sarah Donnelly-Pierce
Behavioral Finance Expert
Certified Financial Planner focusing on investor psychology and decision-making. Helps students recognize and manage emotional biases in investing.
How the Program Works
Self-paced modules with practical exercises. Most people complete it over 4-6 months, spending about 2 hours per week.
Foundation Phase (Weeks 1-6)
Market basics, investment vehicles, and risk fundamentals. Includes hands-on exercises using real market data to practice concepts as you learn them.
Analysis Phase (Weeks 7-12)
Company evaluation, financial statement reading, and sector analysis. Work through case studies of both successful and failed investments.
Strategy Phase (Weeks 13-18)
Portfolio design, asset allocation, and rebalancing strategies. Create a personalized investment plan based on your situation and goals.
Implementation Phase (Weeks 19-24)
Tax considerations, broker selection, and ongoing portfolio management. Practice with simulated trades before committing real money.
Next Cohort Begins September 2025
Limited to 40 participants for personalized attention. Early registration opens May 2025 with a deposit to secure your spot.
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