Build Real Wealth Through Steady Investing
A practical program for Canadians ready to take control of their financial future
Most people think investing is complicated. It doesn't have to be. Our program strips away the noise and teaches you what actually works for building wealth over time.
You'll learn the mechanics of regular investing, how compound growth works in your favor, and why consistency matters more than timing. We focus on the fundamentals that have helped thousands of people grow their portfolios steadily.
This isn't about getting rich overnight. It's about understanding how money grows when you put it to work systematically. And it starts with changing how you think about your monthly paycheck.
What You'll Actually Learn
Six modules that cover everything from opening your first account to building a portfolio that can weather market ups and downs
Investment Foundations
Understanding stocks, bonds, ETFs, and how different assets behave. We break down the jargon and show you what these things actually do in a portfolio.
Account Setup & Tax Strategy
Navigating TFSAs, RRSPs, and taxable accounts. Learn which accounts make sense for your situation and how to avoid common tax mistakes.
Building Your Portfolio
Asset allocation based on your timeline and goals. How to construct a portfolio that matches your risk tolerance without overthinking it.
Automation & Consistency
Setting up automatic contributions that actually stick. The psychology of regular investing and why it beats trying to time the market.
Market Behavior & Emotions
What happens during downturns and why most people react poorly. Building the mental framework to stay invested when things get rough.
Long-Term Monitoring
When to rebalance, when to adjust, and when to leave things alone. The annual review process that keeps your plan on track.
Meet Your Instructors
Callum Bridger
Portfolio Strategy Lead
Callum spent twelve years managing pension fund allocations before switching to education. He's helped over 800 people build their first diversified portfolios. His approach is straightforward and he doesn't tolerate unnecessary complexity.
Petra Venäläinen
Tax Planning Specialist
Petra knows Canadian tax law inside out. She'll walk you through account optimization and contribution strategies that can save you thousands over the years. Her students appreciate how she makes tax planning actually make sense.
Sienna Malpass
Behavioral Finance Coach
Sienna focuses on the psychological side of investing. She teaches you how to recognize your own biases and build habits that keep you on track when markets drop. Her sessions on emotional discipline are often cited as the most valuable.
Program Timeline
Our next cohort begins September 2025. Applications open in June. The program runs for three months with a structured progression through each phase.
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1
Foundation Phase
Weeks 1–4
Core concepts and account setup. You'll open your investment accounts, understand different asset types, and start learning how portfolios are constructed. Most students make their first investment during week three.
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2
Implementation Phase
Weeks 5–8
Building your actual portfolio and setting up automation. This is where theory meets practice. You'll design your asset allocation, set up automatic contributions, and implement your tax strategy.
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3
Mastery Phase
Weeks 9–12
Advanced topics and building long-term discipline. We cover market psychology, rebalancing strategies, and how to handle different economic scenarios. You'll finish with a complete investment plan you can follow for decades.
Ready to Start Building Wealth?
Applications for our September 2025 cohort open this June. Spots fill quickly because we keep class sizes small for better interaction. Get on the list early.