Master Smart Investing Fundamentals
Build confidence in your financial decisions through our comprehensive 12-week program designed specifically for Canadian investors ready to take control of their financial future.
Start Your Journey
After years of feeling lost with my investments, this program finally gave me the foundation I needed. The instructors break down complex concepts into digestible pieces, and I actually understand what I'm doing with my money now.
What You'll Master
Our curriculum focuses on practical skills you'll use immediately. No fluff, just the knowledge you need to make informed investment decisions.
Investment Foundations
Start with the basics that many investors skip. We'll cover risk tolerance, investment psychology, and how to align your money with your actual goals.
- Personal risk assessment techniques
- Understanding market volatility
- Setting realistic financial targets
Portfolio Construction
Learn how to build a portfolio that makes sense for your situation. We focus on diversification strategies that work in Canadian markets.
- Asset allocation principles
- Canadian tax considerations
- Rebalancing strategies
Research & Analysis
Develop skills to evaluate investments on your own. We'll show you how to read financial statements and spot red flags before they hurt your returns.
- Financial statement analysis
- Industry comparison methods
- Warning signs to avoid
Market Psychology
Understanding why markets move helps you make better decisions. We'll explore behavioral finance and how emotions can derail even smart investors.
- Common investing biases
- Market cycle recognition
- Emotional decision management
Tax Strategies
Make the most of Canadian tax advantages. From RRSPs to TFSAs, we'll help you understand which accounts work best for different situations.
- RRSP vs TFSA optimization
- Tax-loss harvesting
- Estate planning basics
Long-term Planning
Develop a sustainable approach that grows with you. We'll cover retirement planning, major purchase strategies, and how to adjust your plan over time.
- Retirement income planning
- Life event adjustments
- Legacy considerations
Learn From Experience
Fletcher Thorsen
Lead Investment Instructor & Portfolio Manager
Fletcher has guided over 800 Canadians through their investment journey during his 15-year career. He started as a financial advisor in Calgary, moved into portfolio management, and discovered his passion for teaching complex concepts in simple terms.
What sets Fletcher apart is his ability to connect market theory with real-world situations. He's seen every type of market condition and helps students understand not just what to do, but why certain strategies work in different environments.
Ready to Build Your Investment Skills?
Join our next cohort starting September 2025
12 weeks • Tuesday evenings • Live online sessions
Comprehensive Materials
Access to course materials, worksheets, and Canadian market resources you'll reference long after the program ends.
Ongoing Support
Questions don't stop when class ends. Get guidance through our alumni network and quarterly check-in sessions.
Practical Focus
Every lesson connects to real situations. You'll practice with actual Canadian investment scenarios and case studies.