Build Your Financial Foundation Through Smart Investing
Starting your investment path doesn't need to feel overwhelming. We break down complex concepts into practical steps that actually make sense. No promises of overnight wealth—just straightforward education that helps you make informed decisions about your financial future.
Explore Our Curriculum
How We Structure Learning
Education that respects your time and intelligence. We've designed our program around principles that work for busy adults who want to understand investing without the jargon.
Start Where You Are
Whether you've never opened a brokerage account or you've dabbled in index funds, our modules meet you at your current knowledge level. No prerequisites or assumptions.
Real Market Context
We use actual Canadian market examples and tax implications. Understanding TFSA limits and RRSP strategies matters more than theoretical models that don't match your reality.
Practice Decisions
Learning happens when you work through scenarios. Our exercises focus on decision-making skills—analyzing risk tolerance, comparing investment vehicles, building diversified portfolios.
Your Progressive Learning Journey
Our autumn 2025 program follows a deliberate progression. Each phase builds on previous knowledge while introducing new complexity at a manageable pace.
Fundamentals & Market Literacy
Start by understanding what stocks, bonds, and ETFs actually represent. We cover how markets function, who the players are, and why prices move. You'll learn to read financial statements and interpret basic ratios without needing an accounting degree.
Asset Allocation Strategy
This is where theory meets personal circumstances. We explore how age, income, and financial goals influence investment choices. You'll develop your own asset allocation model based on realistic risk assessment—not generic advice.
Portfolio Construction
Now you're ready to build. We analyze different portfolio strategies—from passive indexing to dividend growth approaches. You'll understand the trade-offs involved in each choice and how to maintain discipline during market volatility.
Tax Efficiency & Ongoing Management
The final phase addresses the practical realities of maintaining investments over time. Learn tax-loss harvesting, rebalancing triggers, and when to review your strategy. This phase prepares you for long-term consistency.
Learn From Someone Who's Been There
Dorian Kellett spent fifteen years working in portfolio management before transitioning to education. He watched countless investors make the same preventable mistakes—chasing performance, panicking during corrections, misunderstanding their own risk tolerance.
What frustrated him most was how traditional financial education either oversimplified to the point of uselessness or buried people in complexity. So in 2019, he started teaching a different way—focusing on practical decision-making skills rather than memorizing formulas.
His approach centers on understanding why certain strategies work over time, even when they feel uncomfortable in the moment. Students appreciate his direct communication style and willingness to discuss both successful decisions and costly errors from his own career.
Program Investment Options
Choose the format that fits your schedule. Both options include the same curriculum—just different levels of interaction and support. Programs begin September 2025.
Self-Paced Track
- Complete video curriculum access
- Downloadable workbooks and exercises
- Community forum participation
- 6 months of platform access
- Monthly group Q&A sessions
Cohort Program
- Everything in self-paced track
- Weekly live instruction sessions
- Small group portfolio reviews
- Direct instructor feedback on assignments
- 12 months of extended access