We teach investment language the way people actually learn it—through context, practical examples, and building knowledge step by step. No memorization. No confusion. Just clear understanding.
Talk to Us About Your GoalsMost people think learning financial terminology means drowning in definitions. But that's backwards.
We start with real scenarios Canadians face—RRSPs, TFSAs, mortgage decisions—and build the vocabulary as you go. You learn terms because you need them, not because someone said you should.
8 weeks • Self-paced with weekly check-ins
Start by actually reading financial articles and understanding what they're saying. We break down real news from Canadian sources, explaining terms like yield, volatility, and market cap as they appear naturally. By week four, you're reading Bloomberg without feeling lost.
10 weeks • Starts October 2025
This is where terminology becomes your tool. We work through actual portfolio construction scenarios using Canadian market examples. You learn terms like asset allocation and rebalancing by doing them, not by memorizing what they mean.
12 weeks • Begins January 2026
Now we get into the nuanced stuff. Derivatives terminology. Options strategies. Tax implications across different investment vehicles. This module assumes you're comfortable with basics and ready to understand more complex financial instruments available in Canadian markets.
We don't hire people who've only taught. Our instructors have spent years working in Canadian financial markets and know the difference between textbook definitions and how terms are actually used.
Fixed Income & Bond Markets
Spent fourteen years trading Canadian government bonds before shifting to education. Darien breaks down yield curves and duration in ways that make sense to normal humans. His background at a Calgary-based firm means he gets the regional investment perspective.
Derivatives & Options Strategy
Previously worked in options trading for a Toronto desk before realizing she'd rather help people understand these instruments than execute trades all day. Saoirse teaches derivatives terminology by showing actual trade examples, not abstract theory.
Portfolio Management & Asset Allocation
Managed portfolios for Canadian pension funds before transitioning to teaching. Leif focuses on helping people understand the terminology used in actual portfolio construction and management decisions, drawing from real experience with institutional investors.
Everyone knows the compound interest formula. Almost nobody understands when it actually matters. This piece walks through real Canadian RRSP scenarios to show why the timeline matters more than the rate in most cases. We look at three different contribution strategies and what the terminology around them actually reveals.
Read the full analysisThere's a massive difference between understanding what a covered call is theoretically and recognizing when the strategy makes sense for your situation. This analysis breaks down five common options strategies using actual TSX-listed stocks, explaining not just the terminology but the decision-making framework behind when each term becomes relevant.
Read the full analysisThe terminology around tax-efficient investing gets confusing fast. This piece examines how the same asset allocation strategy looks different when split between RRSPs, TFSAs, and taxable accounts. We explain terms like tax-loss harvesting and superficial loss rules in the context of actual portfolio management decisions facing Canadian investors.
Read the full analysis