Master Smart Investing Through Proven Steps
Build wealth systematically with our structured approach to portfolio management and market analysis
Start Your JourneyYour Path to Investment Success
We've designed a clear progression that takes you from basic concepts to advanced portfolio strategies. Each step builds on the previous one, creating a solid foundation for long-term wealth building.
1
Foundation & Assessment
Start with understanding your risk tolerance and financial goals. We assess your current situation and create a personalized roadmap. This includes learning basic investment terminology and market fundamentals that will guide all your future decisions.
2
Portfolio Architecture
Learn how to construct balanced portfolios using different asset classes. We cover diversification strategies, allocation models, and how to adjust your portfolio based on life changes and market conditions. This step transforms theory into practical action.
3
Risk Management
Master the art of protecting your investments while pursuing growth. We teach you how to identify, measure, and manage various types of investment risk. You'll learn when to hold steady and when to make strategic adjustments.
4
Advanced Strategies
Explore sophisticated techniques like tax-loss harvesting, rebalancing strategies, and alternative investments. These advanced methods can enhance returns and reduce tax burden, but require careful understanding and proper timing to execute effectively.
Collaborative Learning Environment
Our programs emphasize peer interaction and group learning. You'll work alongside other serious investors, sharing insights and learning from different perspectives.
We believe the best investment education happens through discussion and practical application. You'll analyze real market scenarios together, debate different approaches, and build a network of knowledgeable peers who can support your investing journey long after the program ends.
Group projects include portfolio reviews, market analysis sessions, and collaborative research assignments that mirror real-world investment committee processes.
Investment Education Programs
Choose the learning path that matches your schedule and investment goals. All programs begin in September 2025.
Foundation Course
$2,950
CAD - 8 weeks
- Investment basics and terminology
- Risk assessment tools
- Basic portfolio construction
- Weekly group sessions
- Resource library access
Popular
Complete Program
$4,750
CAD - 16 weeks
- All foundation content
- Advanced strategies
- Tax optimization techniques
- One-on-one mentoring
- Alumni network access
- Ongoing support resources
Executive Track
$7,200
CAD - 12 weeks
- Accelerated curriculum
- Private coaching sessions
- Custom portfolio review
- Weekend intensive format
- Direct instructor access
Expert Instruction You Can Trust
Learn from professionals who combine academic knowledge with real-world investment experience across diverse market conditions.
Henrik Bjornsson
Senior Portfolio Strategist
Henrik brings 15 years of institutional investment management to our classroom. His practical approach helps students understand how academic theory applies in real markets. He specializes in risk-adjusted portfolio construction and has guided hundreds of investors through various market cycles.