How We Got Here
Back in 2019, our founder was working at a mid-sized investment firm in Toronto. She kept seeing clients come in with portfolios that made no sense — chasing trends, buying high, selling low. The usual stuff that drives financial advisors crazy.
But here's what bothered her most: these weren't careless people. They were smart professionals, business owners, people who excelled in their own fields. They just hadn't learned how to read market signals or understand investment fundamentals.
So we decided to do something about it. We moved to Kitchener in early 2020 and started building educational programs that actually make sense to real people dealing with real money decisions.