Build Investment Knowledge That Actually Sticks
Stop reading scattered articles. Start learning from people who've been managing portfolios for decades and know what beginners really need.
Explore Our Sessions
Three Things We Care About
Investment education should connect you with people who share your goals. Not just throw information at you.
Real Conversations
We keep groups small. Eight people max. That way everyone can ask what they're actually wondering about without feeling awkward.
Build Connections
You'll meet folks navigating similar financial decisions. Some stay in touch for years after finishing our program.
Consistent Learning
Weekly sessions spread over several months. Because understanding market cycles and portfolio behavior takes time.
How We Structure Learning
Our approach is pretty straightforward. Each session runs about 90 minutes. We start with a concept, then look at how it plays out in different scenarios.
You'll see portfolio examples from the past 20 years. Good decisions and questionable ones. The idea is understanding why certain strategies work in some conditions and fail in others.
Between sessions, you get access to worksheets that help you think through your own situation. Nothing fancy. Just structured questions that make you consider what you actually want from your investments.
Our next cohort starts in September 2025. We run three groups that month to accommodate different schedules.
Meet Elowen Thistlewick
Elowen spent 18 years managing portfolios before deciding she preferred teaching. She started working with individual investors in 2019.
What people appreciate about her approach is the lack of jargon. She explains derivatives and bond ladders like she's talking to a friend over coffee.
She's particularly good at helping people understand their risk tolerance. Not what they think it should be, but what actually keeps them up at night.
Her background includes portfolio management at two regional firms and consulting work with families planning multi-generational wealth transfers. She holds a CFA designation and occasionally writes for Canadian investment publications.
What You'll Cover
We move through topics in an order that builds on itself. By week six, concepts from week two will make a lot more sense.
Portfolio Construction Basics
Asset allocation that matches your timeline. How to think about diversification without getting overwhelmed by options.
Reading Market Signals
Understanding indicators without obsessing over daily movements. What matters and what's just noise.
Risk Management Strategies
How to protect gains without being overly defensive. Position sizing that lets you sleep at night.
Tax Considerations
Canadian-specific strategies for registered and non-registered accounts. Working with your accountant effectively.