Ready to Start Building Your Investment Mindset?

We're here when you're ready. Whether you've got questions about our approach or you're thinking about joining a program starting later this year, just reach out.

Find Us Here

We work with people across Canada who want to understand investing better. Our Kelowna office handles inquiries Monday through Friday.

Office Location

910 Hewetson Court
Kelowna, BC V1W 5H8
Canada

Send Us a Message

Most people hear back within two business days. We'll answer your questions honestly, even if our program isn't the right fit.

What Matters When Building an Investment Mindset

Patience Counts

Real understanding takes time. People who rush through fundamentals often miss the patterns that matter most.

Questions Welcome

The best learners ask uncomfortable questions. If something doesn't make sense, that's usually where the real learning starts.

Context Changes Everything

Your situation is different from everyone else's. Generic advice rarely works when you apply it to your actual life.

Exploring Our Program Options?

Our next learning cohort starts in September 2025. Before you commit, look through what we actually teach and how we approach financial education differently.