Master Investment Habits That Actually Work
Our structured learning program helps professionals build sustainable investment behaviors through practical frameworks and real-world application over 12 months.
Start Your JourneyBuilt on Proven Results and Recognition
Since launching in 2019, we've helped over 2,400 professionals develop consistent investment habits. Our methodology earned recognition from the Canadian Financial Planning Institute and maintains partnerships with three major investment firms.
Your 12-Month Investment Habit Journey
We break down complex investment concepts into manageable monthly modules, each building on the previous one to create lasting behavioral change.
Investment Psychology & Goal Setting
Start with understanding your relationship with money and risk. We help you identify personal investment goals and create a realistic timeline for achieving them.
Market Fundamentals & Asset Classes
Learn about different investment vehicles - stocks, bonds, ETFs, and real estate. We focus on practical knowledge you can apply immediately rather than theoretical concepts.
Portfolio Construction & Habit Formation
Build your first portfolio with guided support. Establish regular investment routines and learn to manage emotions during market fluctuations through practical exercises.
Advanced Strategies & Long-term Success
Develop sophisticated investment strategies including tax optimization, rebalancing techniques, and wealth preservation methods. Focus on maintaining habits for life.
What Makes Our Program Different
We focus on building sustainable habits rather than promising quick returns. Our approach combines behavioral science with practical investment education.
Habit-Based Learning
Instead of overwhelming you with theory, we focus on building one investment habit at a time. Small, consistent actions create lasting behavioral change.
Weekly habit tracking with personalized feedback keeps you accountable and motivated throughout your journey.
Real Portfolio Simulation
Practice with a $10,000 virtual portfolio that mirrors real market conditions. Make mistakes and learn without financial risk before investing your actual money.
Track your virtual portfolio's performance against major indices and learn from both wins and losses in a safe environment.
Simulation Features:
- Real-time market data integration
- Transaction fees and tax implications
- Emotional decision tracking
- Performance analytics and insights
Behavioral Coaching
Work with certified behavioral finance coaches who help you recognize and overcome emotional investing patterns that destroy long-term returns.
Monthly one-on-one coaching sessions help you stay disciplined during market volatility and maintain focus on long-term goals.
Flexible Learning Schedule
Access all materials 24/7 with mobile-friendly lessons designed for busy professionals. Complete modules at your own pace with suggested weekly schedules.
Average completion time is 2-3 hours per week, with most lessons designed to fit into lunch breaks or commutes.
Lifetime Community Access
Join a private community of program graduates who share investment strategies, market insights, and accountability support long after completing the course.
Monthly virtual meetups and quarterly in-person events across major Canadian cities keep you connected and motivated.
The habit-based approach completely changed how I think about investing. Instead of trying to time the market, I now have systems that work automatically. My portfolio has grown steadily for three years since completing the program.
Ready to Build Better Investment Habits?
Our next cohort begins in September 2025. Limited to 40 participants to ensure personalized attention and meaningful community connections.
Reserve Your Spot