Who We Actually Are
Started in 2019 when a group of finance educators got tired of seeing people make avoidable mistakes with their money. We figured there had to be a better way to teach investment basics without the usual jargon and confusing charts.
How This Started
Back then, most investment courses either dumped you into complex theory or promised shortcuts that didn't exist. We spent months talking to people who wanted to learn but felt intimidated by traditional finance education.
What kept coming up was the gap between what textbooks taught and what people actually needed to make informed decisions. So we built something different. Our first cohort in September 2020 had twelve students. Now we work with learners across Ontario and beyond.
The goal hasn't changed. Help people understand investment analysis through practical examples and honest conversations about what works and what doesn't.
What Guides Our Work
Real Examples
We use actual market scenarios and historical data. Not hypothetical perfection, but the messy reality of how financial decisions play out over time.
Open Discussion
Questions are encouraged, even the ones that might seem basic. Understanding comes from working through confusion, not pretending it doesn't exist.
Realistic Timelines
Learning investment analysis takes months, not weeks. Our programs reflect that truth. We'd rather you develop solid understanding than rush through material.
Our Teaching Philosophy
Most finance education focuses on memorizing formulas. That's useful, but only after you understand why those formulas exist and when they actually apply.
We start with the questions you'll face when making real investment decisions. Then we work backward to the concepts and tools that help answer those questions. It's a different sequence, but it tends to stick better.
Classes are small because learning happens in conversation. You'll work through case studies, critique analyses, and develop your own framework for evaluating opportunities.
The best feedback we get is when someone says they now ask better questions about their investments. That's the real skill we're after.
Meet One of Our Instructors
Rhiannon Wolfe
Lead Instructor, Investment Fundamentals
Rhiannon spent eight years in portfolio management before realizing she preferred teaching to trading. She designed our core curriculum and still gets excited about explaining price-to-earnings ratios. Outside of class, she's probably hiking with her two dogs or fixing up her 1970s cabin near Algonquin Park. Her teaching style is straightforward and she has zero patience for unnecessary complexity.