Investment Learning Through Real Projects
Build your financial expertise through guided hands-on experience with actual market scenarios and personalized mentorship.
Portfolio Building Workshop
Our autumn 2025 program centers around creating your first investment portfolio with real market data. You'll work with actual Canadian equities, bonds, and ETFs while learning risk assessment.
Students typically complete 3-4 portfolio projects during the 16-week program, each building on previous knowledge. No two portfolios are alike – we tailor each project to your risk tolerance and financial goals.
The workshop runs every Saturday from September through December 2025. Each session includes market analysis, peer review, and one-on-one guidance from experienced investors.
Learn from Practicing Professionals
Our mentors work in various sectors of Canadian finance and bring current market insights to every session.
Henrik Gundersen
Senior Portfolio Analyst
Henrik spent 12 years managing institutional portfolios before joining our program. He specializes in ESG investing and helps students understand how values-based investing actually works in practice. His background includes work with pension funds and university endowments.
Katarina Vukovic
Fixed Income Specialist
Katarina brings 15 years of bond market experience from her work with government securities and corporate debt. She teaches students to read yield curves and understand credit risk – skills that proved invaluable during recent market volatility.
16-Week Learning Journey
Each phase builds practical skills while reinforcing theoretical knowledge through hands-on market experience.
Foundation Phase (Weeks 1-4)
Learn to read financial statements and understand basic valuation methods. You'll analyze three companies from different sectors and present your findings to peers.
Market Analysis (Weeks 5-8)
Study market trends using real trading platforms and economic indicators. Build your first small portfolio with paper trading before moving to real investments.
Portfolio Construction (Weeks 9-12)
Create and manage a diversified portfolio with monthly rebalancing sessions. Learn risk management through position sizing and correlation analysis.
Advanced Strategies (Weeks 13-16)
Explore options basics, dividend strategies, and tax-efficient investing. Complete a comprehensive portfolio review and prepare your investment thesis presentation.
Ready to Build Real Investment Skills?
Our next cohort begins September 2025. Limited to 20 students to ensure personalized attention and meaningful mentor relationships.