Building Confidence Through Understanding
Most people don't lose money because they lack information. They lose it because they act on fear or follow trends without asking the right questions. Our approach starts with something simpler than market predictions or complex formulas.
We teach you how to think about money differently. Not as something mysterious that only experts can navigate, but as a tool that responds to thoughtful decisions made consistently over time.
Why We Focus on Mindset First
Back in February 2024, a client named Dorian came to us after losing nearly half his retirement fund chasing cryptocurrency tips from social media. He wasn't reckless or unintelligent. He just never learned to separate excitement from strategy.
That conversation changed how we structure everything. Before we talk about asset allocation or diversification, we spend time examining how emotions influence financial choices. Fear makes people sell low. Overconfidence makes them buy high. Understanding these patterns matters more than memorizing investment terminology.
Our sessions create space for those honest conversations. You'll learn to recognize when you're making decisions based on anxiety rather than analysis, and develop frameworks that work even when markets feel chaotic.
How Our Teaching Works
Real Scenarios
We don't use hypothetical examples. Every case study comes from actual market situations that challenged investors. You'll analyze what happened, why it happened, and how different mindsets would have responded.
Question First
Instead of giving you formulas to memorize, we teach you which questions reveal whether an opportunity makes sense. This approach works whether you're evaluating stocks, real estate, or your cousin's startup idea.
Practice Decisions
You'll work through decision exercises that simulate the pressure and uncertainty of real investing. It's safer to make mistakes with imaginary money while learning what your risk tolerance actually looks like in practice.
Long View Training
Short-term market movements don't matter as much as people think. We help you develop patience and perspective so you can stick with sound strategies even when headlines scream that everything is falling apart.
Bias Recognition
Everyone has mental shortcuts that lead to poor choices. You'll learn to spot confirmation bias, recency bias, and anchoring in your own thinking before they cost you money.
Personal Systems
Cookie-cutter advice doesn't account for your specific situation. We help you build decision-making systems that match your goals, timeline, and comfort level rather than copying what worked for someone else.
What You'll Work Through
Foundation Assessment
We start by examining your current relationship with money and risk. Not in a therapy way, but through practical exercises that reveal how you actually make financial decisions when stressed or excited. This gives us a baseline to work from.
Core Principles
You'll learn the handful of concepts that explain most investment outcomes. Compound growth, diversification, cost awareness, and time horizon. We dig into why these matter more than picking winning stocks or timing the market.
Scenario Practice
This is where theory meets reality. You'll analyze historical market events, economic shifts, and individual investment stories. What would you have done during the 2008 crisis? How about when tech stocks crashed in early 2022? Your answers reveal patterns worth examining.
Strategy Development
Based on everything we've covered, you'll create your own approach. Not a rigid plan that falls apart when circumstances change, but a flexible framework that helps you make consistent decisions aligned with your actual goals and risk tolerance.
Torsten Eklund
Lead Educator
I spent twelve years as a portfolio analyst before realizing that most investment failures weren't technical problems. They were psychological ones. Someone would have a perfectly sound strategy, then abandon it the moment markets got volatile or a friend bragged about huge returns elsewhere.
That insight pushed me toward education. Teaching people how markets work matters less than teaching them how their own minds work when money is involved. I started running workshops in Calgary back in late 2022, focused entirely on decision-making rather than stock picking.
The response surprised me. People were hungry for an approach that acknowledged investing feels uncomfortable and uncertain, instead of pretending there's a simple formula that guarantees success. That's what drives everything we do here.
Session Formats
Different learning styles need different structures. We offer three formats, each with distinct advantages depending on how you prefer to process information and practice new skills.
| Format | Structure | Best For | Interaction Level |
|---|---|---|---|
| Group Workshops | Monthly sessions with 8-12 participants discussing real market scenarios and practicing decision frameworks together | People who learn well from hearing diverse perspectives and enjoy collaborative analysis | High group discussion, moderate individual attention |
| One-on-One Coaching | Biweekly sessions focused entirely on your specific situation, goals, and decision-making patterns | Those who want customized guidance addressing their unique circumstances and challenges | Intensive personal focus, tailored examples |
| Self-Paced Modules | Structured video lessons with decision exercises you complete on your own schedule, plus quarterly group check-ins | Self-directed learners who want flexibility but still benefit from periodic group interaction | Independent work with optional community engagement |
Next Sessions Start March 2026
We're accepting registrations for our spring program. Workshops meet the first Saturday of each month starting March 8th. One-on-one coaching slots are limited to maintain quality of attention.
Get Program Details