Building Your Investment Knowledge, One Step at a Time
Practical education that makes sense of Canadian markets and investment strategies
We know investing can feel overwhelming. That's why our approach focuses on clear explanations, real examples, and gradual skill building. Whether you're curious about index funds or want to understand how dividend taxation works in Canada, we're here to help you learn at your own pace.
Learn About Our ApproachWhat Sets Our Education Apart
We've noticed that many people struggle with investment education that's either too theoretical or promises unrealistic outcomes. Our methodology focuses on practical understanding and realistic expectations.
Canadian Context
Everything we teach considers RRSP contribution limits, TFSA rules, and Canadian tax implications. No need to translate American investment advice.
Realistic Timeline
We talk about 10-year investment horizons, not get-rich-quick schemes. Building wealth takes time, and we're honest about that from day one.
Practical Examples
Learn through real scenarios: What happens when markets drop 20%? How do you actually rebalance a portfolio? We cover the stuff that matters.
Your Learning Journey
Most people take 6-12 months to feel confident making their first investment decisions. Here's what that typically looks like.
Month 1-2: Foundation
You'll start with the basics—understanding different account types, learning investment terminology, and getting comfortable with online brokers. No pressure to invest yet.
Month 3-4: Strategy Development
Now we dig into asset allocation, risk tolerance assessment, and creating your first investment plan. You'll understand why diversification actually matters.
Month 5-6: Implementation
Time for your first investments. We'll walk through placing orders, monitoring performance, and staying calm when markets get volatile.
Ongoing: Refinement
Regular check-ins help you adjust your strategy as life changes. Marriage, kids, career shifts—your investment plan should evolve too.
Questions We Hear Often
These come up in nearly every conversation we have with new students.
Meet Your Instructors
Both of us learned investing the hard way—through trial, error, and plenty of market humbling. Now we teach others to avoid the same mistakes.
Stellan Brink
Portfolio Strategy Instructor
Spent 15 years managing pension fund investments before shifting to education. Known for explaining complex concepts using everyday examples. Still remembers losing ,000 on his first "hot stock tip" in 2008.
Tova Lindgren
Tax-Efficient Investing Specialist
Former CRA tax advisor who switched to helping individuals optimize their investment taxes. Passionate about RRSP vs TFSA strategies and making tax planning less intimidating for regular investors.
Ready to Start Learning?
Our next comprehensive program begins in September 2025. Spots are limited to ensure everyone gets individual attention during the practical sessions.