I started with Foundation Track in October 2024 because I didn't know anything about investing beyond my employer's retirement plan. By January 2025, I'd moved to Growth Track because I wanted more detail on sector analysis. The instructors actually respond to your questions instead of giving generic answers. That made the difference for me—felt like actual education rather than just content delivery.
Transparent Pricing for Your Investment Journey
We believe education should be accessible. Our programs are structured to meet you where you are, whether you're just starting out or ready to dive deeper into investment strategies. No hidden fees, no pressure to upgrade—just honest guidance at a fair price.
Choose What Works for You
Programs start in September 2025. And honestly? Most people begin with Foundation Track because it covers everything you need to get started. But some folks already have market experience and want to skip ahead. That's fine too.
Foundation Track
CAD 399/program
Eight weeks of core investment principles. Think of it as your introduction to market basics—no assumed knowledge required.
- Market fundamentals and terminology
- Portfolio construction basics
- Risk assessment frameworks
- Weekly live Q&A sessions
- Access to learning materials for 6 months
- Community discussion forums
Growth Track
CAD 749/program
Twelve weeks covering advanced strategies. Most of our students choose this after completing Foundation—but you can jump straight in if you're comfortable with market basics.
- Advanced portfolio optimization
- Sector analysis and timing
- Tax-efficient investing strategies
- Risk management techniques
- Twice-weekly live sessions
- Materials access for 12 months
- Small group case studies
- Monthly market analysis reviews
Mastery Track
CAD 1,299/program
Sixteen weeks with personalized guidance. This includes everything from Growth Track plus one-on-one portfolio reviews and direct instructor access.
- All Growth Track content included
- Three one-on-one strategy sessions
- Personalized portfolio feedback
- Direct instructor messaging access
- Advanced market research tools
- Lifetime materials access
- Priority enrollment in workshops
- Quarterly alumni check-ins
What's Actually Included
Here's a straightforward breakdown. We get asked about differences all the time, so we put together this comparison. If something's still unclear after reading this, just reach out.
| Feature | Foundation | Growth | Mastery |
|---|---|---|---|
| Live instruction sessions | Weekly | Twice weekly | Twice weekly |
| Learning materials access | 6 months | 12 months | Lifetime |
| Community forum access | |||
| Portfolio construction basics | |||
| Advanced optimization strategies | — | ||
| Tax-efficient investing guidance | — | ||
| Small group case studies | — | ||
| One-on-one strategy sessions | — | — | Three sessions |
| Personalized portfolio reviews | — | — | |
| Direct instructor messaging | — | — | |
| Advanced research tools | — | — | |
| Alumni quarterly check-ins | — | — |
Questions People Actually Ask
We've taught hundreds of students since 2021. These are the real questions that come up during enrollment conversations.
Can I switch programs after starting?
Yes. If you begin with Foundation and want to move to Growth before finishing, we apply your payment toward the higher tier. You'll just pay the difference. This happens more often than you'd think—some people get hooked on the material faster than expected.
What if I need to pause my program?
Life happens. You can pause once for up to three months without losing access. Just let us know before the pause, and we'll extend your materials access accordingly. We had a student pause last year when their second child arrived—worked out fine.
Do you offer payment plans?
Growth and Mastery tracks can be split into three monthly payments with no additional fees. Foundation Track is single payment only because the program duration is shorter. Contact us if you need to discuss options.
Is there a refund policy?
Full refund within the first two weeks if you're not satisfied—no questions asked. After that, we can discuss options if something unexpected comes up. We want students who are ready to engage, not people who feel stuck paying for something that isn't working.
What background do I need for Foundation Track?
None. We start with absolute basics. If you understand how a savings account works and can follow financial news headlines, you're ready. Our oldest beginner last year was 67, and she kept up just fine with the younger students.
Can I access previous cohort recordings?
Growth and Mastery students get access to the previous cohort's session recordings as supplemental material. Foundation students can purchase archive access separately for CAD 99. It's useful if you miss a session or want to review specific topics.
Ready to Start Learning?
September 2025 programs open for enrollment in June. If you're considering joining but want to talk through which track makes sense for your situation, schedule a call. No sales pressure—just a conversation about where you are and where you want to go.