Build Real Skills Through Practice
Most people who want to start investing don't actually need another book or podcast episode. They need hands-on practice with someone watching their back.
We started this program in early 2024 after realizing that way too many Canadians were sitting on savings accounts earning next to nothing. Not because they didn't care, but because the first few steps felt overwhelming.
Our approach is straightforward. You'll work through actual market scenarios with guidance from folks who've been managing portfolios for years. No fluff, no sales pitches for specific funds. Just real practice building the habits that matter.
Questions at Each Stage
Here's what people usually wonder as they move through the program.
Before You Start
- Do I need previous investing experience to join?
- What if I can only commit a few hours each week?
- How much should I have saved before starting?
- Will this work if I'm already in my 40s or 50s?
During the Program
- What happens if I miss a session or fall behind?
- Can I ask questions about my specific situation?
- How do you handle different risk tolerance levels?
- What tools or platforms will I need access to?
After Completing
- Will I be ready to manage my own portfolio?
- What support is available after the program ends?
- How do I keep learning and stay current?
- Can I return for refresher sessions later?
Linnea Fjellström
Spent 12 years helping credit union members in Saskatchewan make sense of their retirement options. Now focuses on teaching practical portfolio management to beginners.
Believes most investing advice is unnecessarily complicated.
Vesna Kladar
Former financial advisor who got tired of selling products people didn't need. Started teaching independent investment skills in 2019.
Known for explaining market concepts using everyday examples that actually stick.
What Makes This Different
- Small group sessions so you can actually ask your specific questions without feeling lost in a crowd
- Real portfolio reviews where we walk through actual investment decisions and their outcomes
- Access to recorded sessions if you miss one or want to review something again
- Practice scenarios based on Canadian tax rules and account types that matter here
- Follow-up support for three months after you finish so you're not suddenly on your own