Learn How Your Money Actually Works
Most people spend years moving money around without really understanding what's happening. We built this program because there's a real gap between knowing you should invest and actually doing it with confidence.
Starting September 2025, we're offering a structured approach that walks through the basics of financial planning, investment mechanics, and portfolio management. It's designed for people who want practical knowledge they can apply right away.
Classes meet twice weekly over twelve weeks. You'll work through real scenarios, build your own investment calendar, and leave with tools you'll actually use.
What You'll Actually Learn
We focus on practical skills that matter when you're managing your own investments. No fluff, just the stuff that helps you make better decisions.
Foundation Weeks
Understanding how markets work and why timing matters more than most people think.
- Reading financial statements without panic
- Market cycles and seasonal patterns
- Risk tolerance assessment
- Account types and tax implications
Building Your Calendar
Creating a personalized investment schedule that matches your goals and actual life constraints.
- Dividend dates and reinvestment
- Earnings season planning
- Tax deadline preparation
- Rebalancing schedules
Portfolio Management
Day-to-day decision making when you're juggling multiple investments and life responsibilities.
- Asset allocation strategies
- Dollar-cost averaging mechanics
- Performance tracking methods
- When to sell (the hard part)
Canadian Context
Specific considerations for investors working within Canada's financial system.
- RRSP and TFSA optimization
- Currency exchange timing
- Cross-border holdings
- Provincial tax variations
Tools and Systems
Software, spreadsheets, and workflows that keep everything organized without adding hours to your week.
- Portfolio tracking platforms
- Calendar integration methods
- Alert and notification setup
- Document organization
Real Scenarios
Working through actual situations that come up when markets don't behave predictably.
- Market correction responses
- Opportunity identification
- Emergency fund integration
- Life event adjustments
Who's Teaching This
Our instructors have worked in portfolio management, financial advising, and tax planning across Canada. They've seen market cycles, lived through corrections, and helped hundreds of people build investment systems that actually stick.
What makes them good teachers is that they remember what it felt like to be confused by all this stuff. They explain concepts without jargon and answer questions without making anyone feel ridiculous for asking.
Sienna Kirkwood
Portfolio strategy specialist with 14 years managing Canadian equity portfolios
Leif Dahlgren
Former investment advisor now focused on financial education and calendar-based planning
Petra Voss
Tax accountant specializing in investment income and cross-border holdings
Alina Reznik
Market analyst covering Canadian financial sectors and dividend investing strategies
How This Compares to Other Options
There are lots of ways to learn about investing. Here's how our program stacks up against common alternatives.
| Feature | Merplex Program | Online Courses | Financial Advisor | Self-Teaching |
|---|---|---|---|---|
| Live instruction with Q&A | — | — | ||
| Canadian tax focus | — | — | ||
| Personalized calendar setup | — | — | — | |
| Real scenario practice | — | — | — | |
| Peer learning community | — | — | — | |
| Flexible scheduling | — | — | ||
| Ongoing portfolio management | — | — | — |
Why the Calendar Approach Works
Most investment education focuses on what to buy. We think the more important question is when to review what you already own and when to take action on new opportunities.
A well-structured investment calendar keeps you proactive instead of reactive. You're not scrambling during tax season or missing dividend deadlines because everything's already mapped out.
Reduces Decision Fatigue
When you have set review dates, you're not constantly wondering if you should be doing something different with your money.
Captures Time-Sensitive Opportunities
Certain tax advantages and reinvestment options only work if you act within specific windows. Your calendar helps you catch them.
Creates Consistency
Regular check-ins keep small issues from becoming big problems and help you stay on track toward long-term goals.