Real Learning That Sticks
We've spent years building materials that actually work. Not textbook theory or quick-fix formulas—just honest guidance from people who've been through it themselves.
Margot Falkenrath
Senior Investment Strategist
Margot joined us in early 2019 after spending twelve years managing portfolios for institutional clients. She found herself explaining the same patience principles over and over—so she started writing them down. What began as internal notes became our core curriculum.
Her approach is simple but rare: she focuses on what you can control and ignores what you can't. Her materials don't promise shortcuts because she doesn't believe in them. They're built around real decisions she's watched people make, good and bad.
Foundations Workbook
Start here if you're new or feeling stuck. This covers the basics we wish someone had told us years ago.
- Understanding market cycles without panic
- Building habits that compound over time
- Common mistakes and how to avoid them
- Self-assessment exercises for clarity
Strategy Templates
Frameworks we use ourselves. Adapt them to your situation—they're meant to be flexible, not rigid.
- Portfolio rebalancing schedules
- Risk tolerance questionnaires
- Decision-making checklists
- Progress tracking spreadsheets
Case Study Library
Real scenarios from Canadian investors. Names changed, but the situations and outcomes are genuine.
- Recovery from market downturns
- Career transitions and portfolio adjustments
- Multi-decade planning examples
- Behavioral pattern recognition
Materials Born From Experience
Everything we create comes from actual conversations with investors. When three different people ask the same question, we know it's time to write something down properly.
Our process is straightforward. We draft it, test it with a small group, then refine based on what actually helps. Some materials go through five or six versions before they feel right.
Start With What Makes Sense
Our October 2025 program opens in a few months. It's a good fit if you're tired of quick fixes and want to build something that lasts.
See Program Details