Investment Course
In-Depth Canadian Investment Course
The ultimate guide to passive investing in Canada. This course starts from absolute scratch—walking you through how to open an account and buy your first ETF—and builds all the way to expert-level strategies like tax-loss harvesting and RRSP meltdowns. It is a comprehensive, step-by-step manual designed to take you from a complete beginner to a confident investor capable of managing a professional-grade portfolio.
Testimonials
Sheldon L.
Owner of ETF Investing For Canadians FB Group
"An excellent course for investors of all levels. Beginners will finish feeling confident building a diversified portfolio, while experienced investors will still gain valuable insights and tools. It delivers more practical, high-value information than many courses that cost thousands of dollars. Highly recommended."
What's Included
Course Curriculum
- Disclaimer
- Module 1: Introduction & Roadmap
- Module 2: Two Key Concepts
- Module 3: The True Cost of "Help": Calculating the Impact of Fees
- Module 4: What Are You Actually Buying?
- Module 5: Active vs Passive Investing
- Module 6: The Canadian Investor's Toolkit: Types of Accounts
- Module 7 - Risk Capacity
- Module 8: Risk Tolerance
- Module 9: Risk Need
- Module 10: Building Your Savings Muscle 💪
- Module 11: Interest Income
- Module 12: Canadian Dividends
- Module 13: Foreign Dividends
- Module 14: Capital Gains/Losses
- Module 15: ETF Distributions
- Module 16: Advanced Tax Strategies
- Module 17: Should You Break Up With Your Current Investments?
- Module 18: Where to Open Your Account
- Module 19: The Easiest Path: All-in-One ETFs
- Module 20: Building Your Own ETF Portfolio
- Module 21: The "Too Many Baskets" Pitfall: Overlapping ETFs
- Module 22: How to Actually Buy Your First ETF
- Module 23: The Hardest Part: Staying the Course
- Module 24: Maintaining Your Portfolio
- Module 25: How Much Can You Spend?
- Module 26: Creating Your Retirement Pay Cheque
- Module 27: Tax-Efficient Withdrawals for Canadian Retirees
- Module 28: Your Journey As An Investor
- Glossary of Key Terms
- Frequently Asked Questions
About This Course
The ultimate guide to passive investing in Canada. This course starts from absolute scratch—walking you through how to open an account and buy your first ETF—and builds all the way to expert-level strategies like tax-loss harvesting and RRSP meltdowns. It is a comprehensive, step-by-step manual designed to take you from a complete beginner to a confident investor capable of managing a professional-grade portfolio.