Build Your Investment Research Skills
Learning to analyze markets takes time. And honestly? Most people jump into investing without understanding what they're actually looking at.
We've spent years helping Canadians make sense of financial data. Our program walks you through practical research methods used by professional analysts—but explained in plain English.
How the Program Works
We break down complex investment concepts into manageable chunks. Each phase builds on the previous one, so you're never overwhelmed. Think of it as climbing a hill rather than scaling a cliff.
Research Fundamentals
Start with the basics. Financial statements, key ratios, industry analysis. We cover what matters and skip the textbook fluff that nobody actually uses in real research.
You'll work with actual company reports from Canadian markets. No hypothetical examples—just real data from TSX-listed companies.
8 weeksMarket Analysis Methods
This is where things get interesting. Technical indicators, sector trends, macroeconomic factors. But more importantly—learning which signals actually matter and which ones are just noise.
We focus heavily on Canadian market dynamics since that's what most participants actually need for their portfolios.
10 weeksIndependent Research Projects
Apply what you've learned. Pick a sector that interests you, conduct your own analysis, and present your findings. This phase tests whether you can actually do the work on your own.
Some participants struggle here. That's normal. Research takes practice, and mistakes during training are way better than mistakes with real money.
6 weeks
Tobias Renwick
Former equity analyst with 14 years covering Canadian tech and resource sectors. Now teaches others how to dig into companies properly.
Eveline Bergstrom
Spent a decade in institutional research before switching to education. Specializes in making complex valuation models understandable.
Learn From Active Researchers
Our instructors still conduct their own research. They're not just teaching theory—they're sharing methods they use regularly. When Tobias explains cash flow analysis, he's walking you through his actual process for evaluating companies.
Eveline has this great way of explaining why certain metrics matter more in specific industries. For example, why EBITDA might be useful for telecoms but misleading for software companies. Those kinds of practical distinctions only come from years of actually doing the work.
Both instructors run live analysis sessions where they break down current market situations. It's not scripted. Sometimes they disagree with each other, which actually makes for more interesting discussions.
What You'll Actually Learn
- Reading financial statements without falling asleep or missing red flags
- Spotting inconsistencies in company narratives versus their actual numbers
- Building simple valuation models that don't require a finance degree to understand
- Understanding when to trust analyst reports and when to dig deeper yourself
- Developing your own research checklist based on what actually moves stock prices
Next Program Starts Fall 2025
We run two cohorts per year. The autumn session typically fills up by late summer, so if you're interested in joining, reach out sooner rather than later. Fair warning—this isn't a quick course. It requires real time commitment over six months.
Classes meet twice weekly via video conference, with optional in-person sessions in Guelph monthly. Expect around 8-10 hours of work per week including class time and assignments.