Smart Investment Education Program

Master budget investing through hands-on learning with real portfolio examples. Our comprehensive program starts September 2025 and covers everything from basic principles to advanced strategies.

Reserve Your Spot

Practical Learning Approach

We focus on real-world application rather than theoretical concepts. Each session combines interactive workshops with actual case studies from Canadian markets.

  • Small group sessions with personalized attention
  • Real portfolio analysis and discussion
  • Weekly market review sessions
  • Access to investment tracking tools
  • Ongoing mentorship throughout the program
Students participating in investment workshop analyzing real market data

12-Week Curriculum Overview

Our program is designed around practical skills you can use immediately. Each module builds on previous knowledge while introducing new concepts through real examples.

01

Foundation & Risk Assessment

Understanding your financial situation and risk tolerance. We work through personal budget analysis and goal setting with real examples from class participants.

Weeks 1-3
02

Market Analysis Skills

Learn to read financial statements and market trends using current Canadian companies. Students practice with actual TSX listings during class.

Weeks 4-6
03

Portfolio Construction

Building diversified portfolios suited to different life stages. Each student creates a personalized investment plan with instructor guidance.

Weeks 7-9
04

Long-term Strategy

Tax considerations, retirement planning, and rebalancing techniques. We cover RRSP and TFSA optimization specific to Canadian investors.

Weeks 10-12
Kenneth Bromwell, lead instructor reviewing market charts
Kenneth Bromwell
Lead Instructor
Elena Thornfield presenting investment concepts to students
Elena Thornfield
Portfolio Specialist

Expert Instructors

Our instructors bring decades of combined experience from Canadian financial markets. Kenneth started his career with TD Asset Management before moving to independent advisory work. Elena spent twelve years with RBC Dominion Securities before joining our team in 2023.

Both instructors maintain active investment portfolios and share real experiences from their professional practice. You'll hear about actual client situations and market events they've navigated.

180+
Students Taught
25
Years Experience
Graduate students discussing their investment progress during follow-up session

Program Starts September 2025

Classes meet Tuesday evenings from 7:00 to 9:00 PM at our Chemainus location. Limited to 16 participants for personalized attention.

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