Strengthen Your Financial Foundation
Building comfort with investment decisions takes time and the right guidance. Our autumn 2025 and early 2026 courses walk you through practical approaches to portfolio building, risk assessment, and long-term planning. You'll learn from instructors who actually manage portfolios and have navigated multiple market cycles.
Course Schedule for Late 2025 and Early 2026
Each program runs for several weeks with a mix of evening sessions and weekend workshops. Perfect if you're working full-time and want to build investment knowledge without disrupting your schedule.
Portfolio Construction Basics
8 weeksStart with the fundamentals. We'll cover asset allocation, diversification strategies, and how to match your portfolio to your actual risk tolerance. Not theory-heavy — you'll work through real portfolio examples and learn to spot common mistakes before they cost you.
Understanding Market Volatility
6 weeksMarkets go up and down. That's obvious, but knowing how to respond (or not respond) during those swings makes all the difference. This course examines historical market patterns, behavioral finance pitfalls, and ways to stick to your plan when things get rough.
Tax-Efficient Investing for Canadians
5 weeksCanadian tax rules around TFSAs, RRSPs, and non-registered accounts can get confusing. This program breaks down which accounts work best for different situations and how to minimize your tax drag over time. Bring your questions — we set aside time each session for specific scenarios.
Retirement Planning Workshop
4 weeksWhether retirement is decades away or around the corner, having a realistic plan matters. We'll work through withdrawal strategies, longevity risk, and how to balance growth with preservation as your timeline shifts. No two retirement plans look identical, and that's the point.
Reading Financial Statements
6 weeksIf you invest in individual stocks or want to understand what you own in your funds, knowing how to read balance sheets and income statements helps a lot. This course moves through the numbers methodically, with case studies from Canadian and international companies.
Building a Dividend Strategy
5 weeksDividend investing isn't just about chasing high yields. We'll discuss sustainability, payout ratios, sector considerations, and how to build a portfolio that generates income without sacrificing growth potential. Real examples from the Canadian market included.
What's Included Across Programs
| Feature | Portfolio Construction | Market Volatility | Tax-Efficient Investing | Retirement Planning | Financial Statements | Dividend Strategy |
|---|---|---|---|---|---|---|
| Live instructor sessions | ||||||
| Recorded sessions available | ||||||
| Case study analysis | — | |||||
| Interactive Q&A time | ||||||
| Canadian tax focus | — | — | — | |||
| Downloadable worksheets | ||||||
| Hybrid attendance option | — | — | — | — | ||
| Portfolio review sessions | — | — | — | |||
| Access to alumni network |
Meet Two of Our Course Instructors
Siobhan Kavanagh
Siobhan spent fifteen years managing mid-sized portfolios for Canadian clients before moving into education. She teaches the Portfolio Construction and Retirement Planning courses, bringing lots of real-world examples from her years working with families through different market conditions. Her approach is practical — she'd rather show you how decisions play out over time than drown you in jargon.
Petra Lindqvist
Petra handles the Financial Statements course and co-teaches the Dividend Strategy program. She worked as an equity analyst for a decade before joining our team. She's good at breaking down complicated financial reports into something that actually makes sense, and her students appreciate that she doesn't assume everyone comes in with an accounting background.
