Investment Learning Events
Join our educational sessions where Canadian investors gather to explore practical strategies and market insights. Real discussions, genuine expertise, actionable knowledge.
Explore Full ProgramMonthly Market Insights
Every month, we host focused sessions that dig into current market conditions and practical investment approaches. These aren't theoretical presentations — we examine real portfolios, discuss actual decisions, and explore strategies that work in today's Canadian market environment.
- March 15, 2025 Understanding REITs in Rising Rate Environment
- April 19, 2025 Tax-Efficient Withdrawal Strategies
- May 23, 2025 Dividend Growth vs. Value Investing Approaches
Hands-On Portfolio Workshops
Twice yearly, we run intensive weekend workshops where participants work through actual portfolio construction and analysis. Bring your questions, your current holdings, and your goals. Leave with clearer direction.
Portfolio Review Session
Work directly with experienced advisors to evaluate your current holdings, identify gaps, and plan improvements based on your specific situation.
Asset Allocation Workshop
Deep dive into building balanced portfolios using Canadian and international assets. Practice with real scenarios and market conditions.
Risk Management Focus
Learn to identify, measure, and manage investment risk through practical exercises and case study analysis with other Canadian investors.
Quarterly Investment Summit
Our signature quarterly event brings together Canadian investors for comprehensive market analysis and strategic planning. Dr. Helena Krajnovic leads sessions that combine current economic analysis with practical portfolio management techniques. Each summit focuses on different aspects of long-term wealth building.
Special Topic Sessions
Beyond our regular schedule, we organize focused sessions on emerging trends and specific investment challenges. These sessions address questions that come up repeatedly in our community and explore topics that deserve dedicated attention.
- July 10, 2025 ESG Investing: Performance and Practice
- October 8, 2025 International Diversification for Canadians
- November 12, 2025 Retirement Income Planning Workshop