Expert-Led Investment Webinars

Join seasoned financial professionals in interactive learning sessions that transform complex investment concepts into practical strategies you can actually use.

Reserve Your Spot

Real-Time Learning That Clicks

You know that feeling when investment advice sounds like it's written for someone else? We get it. Our webinars break down the barriers between complex financial theory and what actually works in your situation.

Each session focuses on one core concept, explored from multiple angles with real examples from Canadian markets. No rushed overviews or surface-level explanations.

  • Live Q&A sessions with portfolio managers
  • Case studies from actual Canadian investment scenarios
  • Interactive tools you can use during the session
  • Follow-up resources tailored to discussion topics
  • Small group format ensuring personal attention
Investment professionals conducting interactive webinar session with real-time market analysis
Senior Investment Advisor Marcus Lindholm

Magnus Kjellberg

Senior Investment Strategist

After spending fifteen years helping Canadian families navigate everything from market volatility to retirement planning, Magnus brings a refreshingly practical approach to investment education.

Teaching Focus Areas:

  • Portfolio diversification strategies
  • Risk assessment for Canadian investors
  • Tax-efficient investment approaches
  • Market timing myths and realities

Learning From Experience

What makes our webinars different is the teaching approach. Instead of lecturing about theoretical concepts, Magnus walks you through the thinking process behind investment decisions.

You'll see how professionals evaluate opportunities, weigh risks, and make adjustments when markets shift. It's like having a conversation with someone who's been there.

Interactive Problem-Solving Method

Each webinar presents real scenarios where participants work through the decision-making process together. You'll understand not just what to do, but why experienced investors think the way they do.

Upcoming Sessions

All webinars run from 7:00 PM to 8:30 PM EST, designed to fit into your evening schedule without overwhelming your week.

September 18, 2025

Building Your First Balanced Portfolio

Start with the fundamentals of asset allocation, exploring how different investment types work together to create stability and growth potential.

90 minutes • Interactive format • Q&A included

Canadian market analysis dashboard showing investment trends and portfolio performance metrics October 2, 2025

Understanding Canadian Market Cycles

Learn to recognize patterns in Canadian markets and how economic cycles affect different types of investments over time.

90 minutes • Case study focused • Live market examples

October 16, 2025

Tax-Smart Investing Strategies

Navigate RRSPs, TFSAs, and taxable accounts to maximize your after-tax returns while staying within your comfort zone.

90 minutes • Practical tools • Personal planning focus