Build Wealth Through Consistent Action
Regular investing isn't about timing the market perfectly. It's about showing up, month after month, and letting your money work while you focus on living. We help Canadians develop sustainable investment habits that fit their actual lives.
See How It Works
Your Investment Learning Path
Four stages that build on each other, starting September 2025
Foundation Phase
You'll start by understanding what you actually need to know. Not everything about finance—just the pieces that matter for regular investors. We cover risk tolerance, basic diversification, and how to set realistic expectations. Most people finish this in three weeks while working full-time.
Strategy Development
Here's where you pick an approach that matches your schedule and stress tolerance. Some folks prefer hands-off index funds. Others want a bit more involvement. We look at real scenarios from Canadian investors and what actually worked for them over time.
Implementation Skills
Opening accounts, setting up automatic contributions, understanding tax implications—this phase covers the practical stuff that trips people up. We walk through TFSA versus RRSP decisions and show you how to avoid common account setup mistakes.
Ongoing Practice
The hardest part isn't starting. It's staying consistent when markets drop or life gets complicated. This final stage gives you frameworks for handling market volatility, rebalancing your portfolio, and adjusting your strategy as your situation changes.
Common Obstacles and Real Solutions
What usually stops people, and how we help you work through it
Waiting for the Perfect Moment
Market timing feels logical but rarely works out. We show you historical data on dollar-cost averaging versus trying to time entries, then help you set up automated investing so you're not making emotional decisions every month.
Information Overload
Too many options, conflicting advice, and complicated jargon make it easy to freeze up. Our approach cuts through the noise. You'll learn to filter out what doesn't apply to your situation and focus on the fundamentals that actually matter for long-term growth.
Staying Consistent During Downturns
When your portfolio drops 15%, your instinct might be to stop contributing or sell everything. We prepare you for this psychologically and give you clear guidelines for what to do during different market conditions. Most successful investors we've worked with say this preparation made all the difference.
How We Actually Teach This
Forget lectures and complicated textbooks. Our programs focus on building skills you'll use every month. Each module includes real portfolio examples, common mistake breakdowns, and decision frameworks you can apply right away.
- Work through actual investment scenarios that Canadian investors face
- Get feedback on your portfolio choices before committing real money
- Learn from case studies of what worked and what didn't over 10+ year periods
- Access tools for calculating your own risk tolerance and investment timeline
- Understand tax implications specific to Canadian accounts and regulations
What Students Actually Say
I spent two years reading investing books and still felt paralyzed. Three months into this program, I had a portfolio set up and understood exactly what I was doing. The real-world examples made everything click in a way theory never did.
Program Timeline for 2025-2026
Realistic expectations for your learning journey
Foundation Program Starts
Three-week intensive covering investing basics, risk assessment, and account types. Plan for 4-6 hours per week of video content and exercises.
Strategy Development Opens
Six weeks focused on choosing and implementing your investment approach. More hands-on work as you start making actual decisions about your portfolio structure.
Implementation Phase
Get your accounts set up and first contributions made before year-end. We help you take advantage of any remaining TFSA or RRSP room for the 2025 tax year.
Ongoing Practice Module
Monthly check-ins and portfolio reviews throughout 2026. This is where you build the habit of consistent investing and learn to handle market fluctuations without panic.
Ready to Start Building?
Our next cohort begins September 2025. Space is limited because we provide individual portfolio feedback. If you're tired of putting off investing or want to stop second-guessing every decision, this might be what you need.