Choose Your Investment Journey

We've structured our programs around real challenges that everyday investors face—because pricing should reflect value, not complexity.

All programs include lifetime access to core materials. You can start in September 2025 or January 2026.

Foundation

Perfect for getting started with systematic investing habits

$149 CAD / one-time
  • 12-week structured curriculum
  • Core investing principles framework
  • Monthly group Q&A sessions
  • Basic portfolio planning tools
  • Community forum access
Get Started

Premium

Comprehensive support for serious wealth building

$629 CAD / one-time
  • Everything in Growth
  • Quarterly one-on-one strategy sessions
  • Custom investment plan development
  • Priority email support
  • Advanced risk management frameworks
  • Exclusive masterclass series
  • 12 months extended support
Explore Premium

What Makes Our Approach Different

Most investment education either oversimplifies or overwhelms. We've spent years finding the middle ground that actually works for regular people.

  • Real Market Context

    We teach with current market examples, not outdated case studies. You'll work with actual data from Canadian markets and understand how principles apply today—not in some theoretical future.

  • Behavioral Focus

    Most investors don't fail because they lack knowledge. They fail because emotions derail their plans. We spend significant time on the psychological aspects that textbooks ignore but that determine real success.

  • Continuous Learning Model

    Markets change, and so should your education. Program graduates receive quarterly market updates and can rejoin sessions annually to refresh their understanding without additional cost.

  • No Sales Pressure

    We don't sell financial products or earn commissions. Our only business is education, which means our advice stays focused on what actually benefits you rather than what earns us fees.

  • Practical Implementation

    Every concept comes with specific steps you can take immediately. You won't finish a session wondering "okay, but what do I actually do?"—the action items are built into each lesson.

Long-Term Results That Matter

These aren't cherry-picked success stories from our best month. These are sustained outcomes from people who completed programs 18-36 months ago and have continued applying what they learned.

Investment portfolio review session
Siobhan Devereux

Siobhan Devereux

Completed Feb 2023

Started with the Foundation program after years of keeping savings in basic accounts. The behavioral training helped her stick with systematic investing through the 2023 volatility.

Built a diversified portfolio she understands completely. Still active in monthly alumni sessions and recently helped her sister start investing.

Market analysis and planning workspace
Astrid Lindqvist

Astrid Lindqvist

Completed Aug 2023

Took the Growth program to transition from reactive investing to strategic planning. The portfolio review sessions identified gaps in her risk management approach.

Rebalanced her investments with a clearer long-term framework. Continues to reference course materials when evaluating new opportunities.

Long-term investment strategy planning
Petra Vollmer

Petra Vollmer

Completed Jan 2024

Premium program client who needed structured guidance while managing a career transition. The quarterly check-ins kept her investment plan on track during uncertainty.

Successfully maintained her investing discipline through major life changes. Now mentors newer program participants in the community forum.