Our financial analysis program puts you directly under the guidance of seasoned professionals who've spent decades reading markets, analyzing companies, and understanding what makes investments tick. This isn't about theory—it's about learning the craft from people who live it every day.
Lead Program Instructor
Former equity research analyst at major Canadian investment firms. Margaret brings real-world experience from analyzing TSX companies and emerging market opportunities.
We've designed our teaching approach around the way professionals actually work. Instead of memorizing formulas, you'll learn to think like an analyst—questioning assumptions, digging into details, and building conviction in your research.
Every concept gets explored through real company examples. We'll walk through actual financial statements, discuss why certain metrics matter, and show you how professionals spot red flags before they become obvious to everyone else.
You'll work directly with instructors on developing your analytical voice. We provide detailed feedback on your research process, help you ask better questions, and guide you toward building the intuition that separates good analysts from great ones.
Our instructors share stories from their careers—the mistakes that taught them valuable lessons, the insights that led to breakthrough moments, and the practical skills that can't be learned from textbooks alone.
Whether you're struggling with a concept or ready to dive deeper, our instructors adjust their guidance to match your learning pace. Small cohort sizes mean you get the attention you need to truly master the material.
These aren't just educators—they're active professionals who understand current market conditions and can bridge the gap between academic knowledge and real-world application.
Senior Financial Analyst & Program Director
Margaret spent her early career at TD Securities analyzing mid-cap Canadian companies before moving to portfolio management at a Toronto-based fund. She developed a particular expertise in energy and materials sectors, which became invaluable during the commodity cycles of the last decade. Her approach emphasizes understanding business fundamentals before getting lost in financial metrics.
Investment Research Director
David brings twelve years of buy-side experience, including time as a portfolio manager at pension funds. He specializes in teaching students how to think like institutional investors—focusing on risk assessment and long-term value creation rather than short-term price movements.
Our next cohort begins September 2025. Limited to 24 students to ensure personalized attention from instructors.
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