Small Capital Investment Mastery Program

Learn practical investment strategies designed for Canadian investors starting with modest amounts. Build confidence through hands-on experience and real market scenarios.

Investment analysis workspace with charts and financial documents

Your Learning Journey

Our structured approach takes you from investment basics to confident decision-making. Each phase builds on practical experience, not just theory.

  • Foundation Building

    Start with core concepts and risk assessment. Learn to read financial statements and understand market basics through real examples.

  • Strategy Development

    Develop your personal investment approach based on your goals, timeline, and risk tolerance. Practice with simulation tools.

  • Market Application

    Apply learned strategies with guidance. Make real decisions in a supportive environment with experienced mentorship.

  • Ongoing Growth

    Build long-term habits and continue learning. Access resources and community support beyond the program.

12
Weeks Duration
24
Live Sessions
8
Practice Scenarios

What You'll Actually Learn

Real skills you can use right away. We focus on practical knowledge that applies to Canadian markets and regulations, with examples you'll recognize.

1

Investment Fundamentals

Understanding different investment types, how markets work, and what affects prices. We cover Canadian-specific considerations like tax implications and regulatory differences.

  • Stocks, bonds, and ETFs explained simply
  • How Canadian tax rules affect your investments
  • Reading financial news and company reports
  • Understanding risk versus potential return
2

Small Capital Strategies

Specific approaches that work when you're starting with smaller amounts. Learn to make every dollar count without taking unnecessary risks.

  • Dollar-cost averaging and systematic investing
  • Finding low-cost investment options
  • Building diversified portfolios on a budget
  • When to start and how much to invest
3

Research and Analysis

Learn to evaluate investments yourself. We teach practical analysis methods that don't require expensive software or complex calculations.

  • Basic company financial health checks
  • Industry and sector analysis
  • Using free research tools effectively
  • Spotting red flags and warning signs
4

Portfolio Management

Putting it all together into a coherent investment approach. Learn to balance different investments and adjust as your situation changes.

  • Asset allocation for different life stages
  • Rebalancing and portfolio maintenance
  • Tax-efficient investing strategies
  • Planning for long-term growth

Learn from Experienced Practitioners

Our instructors bring real market experience and understand the challenges of starting with limited capital. They've guided hundreds of new investors through their first steps.

Portrait of senior investment instructor

Henrik Thornfield

Lead Investment Instructor

Started investing with $500 in university and built experience over 15 years. Specializes in helping new investors avoid common mistakes and build sustainable habits.

Practical Teaching Approach

We believe learning investment skills should be straightforward and applicable to your real situation. That's why our program emphasizes hands-on practice with actual market scenarios rather than abstract theory.

Each session includes time for questions and discussion about your specific concerns. We find that new investors learn best when they can connect concepts to their own financial goals.

What Makes Our Program Different

  • Focus on small capital strategies that actually work in practice
  • Canadian market focus with relevant examples and tax considerations
  • Small class sizes for personalized attention and feedback
  • Access to practice tools and ongoing support after completion
  • Real market simulations using current conditions

Supporting Instructors

Portrait of market analysis specialist
Marina Kovalenko
Market Analysis
Portrait of portfolio strategy expert
Sarah Beckingham
Portfolio Strategy

Join Our Next Program

Classes begin in September 2025. Early registration opens in June, giving you time to prepare and ask any questions before starting.

Program Schedule

12-week program starting September 15, 2025. Evening sessions twice weekly, with weekend catch-up options available.

Class Size

Limited to 20 participants to ensure personalized attention and meaningful interaction with instructors.

Prerequisites

No previous investment experience required. Basic math skills and genuine interest in learning are all you need to succeed.

Materials Included

All learning materials, practice software access, and reference guides included. No additional textbook purchases required.