Investment Knowledge That Actually Makes Sense
We've been working with people who want to understand their money better since 2019. Not everyone comes from a finance background, and honestly? That's totally fine.
Our study materials break down complex investment concepts into something you can actually use. Whether you're just starting to think about diversification or trying to understand how bonds really work, we've put together resources that don't assume you already have an MBA.
These aren't theoretical textbooks. Everything here came from real questions our clients asked us over the years.
What You'll Find in Our Resource Library
We organize everything by topic and experience level. Start wherever makes sense for you.
Market Fundamentals
How markets work, what drives prices, and why timing isn't everything. These guides cover the basics without the jargon overload.
Portfolio Strategy
Real approaches to building a balanced portfolio. We walk through asset allocation, risk tolerance, and how to think about long-term growth.
Canadian Tax Context
TFSA, RRSP, and capital gains explained for people who aren't accountants. Understanding the tax side can change your whole strategy.
Risk Assessment
How to evaluate what you're comfortable with. Risk isn't just about numbers—it's about how you sleep at night when markets get weird.
Economic Indicators
What to pay attention to and what's just noise. Interest rates, inflation, employment data—we explain what matters and why.
Retirement Planning
Building a strategy that works for your timeline. Whether retirement is next year or decades away, planning early helps.
Callum Bergström
Spent 12 years explaining derivatives to people who just wanted their retirement sorted. Now focuses on making complex concepts actually accessible.
Ronan Thackeray
Former portfolio manager who realized teaching people to understand their investments was more rewarding than managing millions.
Learning From People Who've Been There
Our materials are written by folks who've worked in various parts of the investment world. They've seen enough to know what matters and what's just industry noise.
We update content regularly based on what's happening in markets and what questions keep coming up. In 2025, that means we're covering everything from rising interest rate environments to understanding REITs in the current housing market.
And look—we're not going to promise you'll become an expert overnight. But you'll understand enough to make informed decisions and ask the right questions.
- Real case studies from Canadian investors navigating different market conditions
- Interactive calculators for retirement projections and compound growth scenarios
- Monthly market context updates that explain what's happening without predicting the future
- Discussion threads where you can learn from others asking similar questions
How This Works
Everything's organized so you can jump to what you need. Some people work through materials systematically. Others search for specific topics when questions come up.
We host monthly discussion sessions where you can bring questions about what you're reading. Those usually run Tuesday evenings, and the recording stays available if you can't make it live.
Most materials can be downloaded as PDFs. The interactive tools work better in your browser, but we've made everything mobile-friendly because people often review this stuff during their commute.
Getting Started
Browse by Topic
Search our library by subject area. Everything's tagged so you can find related materials as you go deeper into a topic.
Follow Learning Paths
We've organized suggested sequences if you want a structured approach. Foundation concepts first, then build from there.
Join Discussion Groups
Connect with others working through similar material. Sometimes the best insights come from peer conversations, not just reading.