Investment Education That Fits Your Journey
Choose the learning path that matches your experience level and investment goals. Our structured programs start with fundamentals and advance to sophisticated portfolio strategies.
Meet Your Lead Instructor
Kendra Bjornsson brings fifteen years of institutional investment experience to our education programs. She spent a decade managing portfolios for pension funds before transitioning to education, where she's developed our practical approach to investment learning.
What sets Kendra apart is her ability to translate complex market concepts into clear, actionable strategies. She doesn't just teach theory — she shows you how real investors make decisions.
- Portfolio construction and risk assessment
- Market analysis and sector evaluation
- Tax-efficient investment strategies for Canadians
- Behavioral finance and decision-making psychology
Choose Your Learning Path
Our programs are designed to build on each other, but you can start at any level that matches your current knowledge. Most students begin with Foundation and progress through the sequence.
Foundation Course
One-time enrollment
Perfect for complete beginners who want to understand investment basics before putting money at risk. Covers essential concepts and builds confidence.
- 8 weeks of structured lessons
- Investment account setup guidance
- Risk assessment and goal setting
- Basic portfolio allocation strategies
- Canadian tax considerations
- Access to private discussion group
Advanced Portfolio Management
One-time enrollment
For investors ready to move beyond basic strategies. Learn sophisticated techniques used by professional portfolio managers.
- 12 weeks of advanced instruction
- Sector rotation and timing strategies
- Options basics for income generation
- International diversification methods
- Portfolio rebalancing systems
- Monthly group strategy sessions
- Real portfolio review and feedback
Premium Mentorship
3-month program
One-on-one guidance for serious investors managing significant portfolios. Direct access to Kendra for personalized strategy development.
- 6 private one-hour sessions
- Personal portfolio analysis
- Custom investment plan development
- Direct email support
- Advanced tax optimization strategies
- Exclusive market research access
Our Teaching Philosophy
We believe investment education should be practical, not theoretical. Every concept we teach comes with real examples and actionable steps you can apply immediately.
Start With Your Situation
Before diving into investment strategies, we help you understand your financial position, risk tolerance, and realistic goals. No generic advice — everything is tailored to where you actually are.
Learn By Doing
We use real market examples and case studies from actual portfolios. You'll practice making investment decisions in a low-risk environment before committing real money.
Build Gradually
Investment skills develop over time. We structure learning to reinforce previous concepts while introducing new complexity at a comfortable pace.
Stay Connected
Learning doesn't end when the course does. Our graduates maintain access to updated materials and ongoing support as markets evolve.
What Our Students Say
Real feedback from people who've completed our programs and applied what they learned to their own investment decisions.
"I was completely intimidated by investing before taking the Foundation course. Kendra explained everything in terms I could understand, and now I actually look forward to managing my portfolio. The tax strategies alone saved me hundreds last year."
"The Advanced course changed how I think about portfolio management. Learning sector rotation strategies helped me navigate the 2024 market volatility much better than I would have on my own. Worth every dollar."
Ready to Start Learning?
Programs beginning September 2025. Early enrollment opens in July with limited seats available for personalized attention.
Reserve Your Spot