Investment Calendar Mastery Program
Build expertise in financial planning with our comprehensive investment calendar strategies designed for the Canadian market.
Real Investment Calendar Skills
Our program focuses on practical skills you'll actually use. We cover everything from quarterly earnings tracking to seasonal market patterns that matter in Canadian financial markets.
You'll work with actual market data, learn to spot timing opportunities, and understand how economic calendars drive investment decisions. No theoretical fluff – just the tools successful advisors use daily.
Live Market Analysis
Weekly sessions analyzing real TSX and global market movements using current economic calendars.
Portfolio Timing
Learn proven methods for timing investments around earnings, dividends, and economic announcements.
Risk Management
Master calendar-based strategies to protect portfolios during volatile market periods.
Client Communication
Develop skills to explain market timing decisions clearly to clients using calendar insights.
What You'll Actually Learn
Each module builds practical skills through hands-on market analysis and real investment scenarios.
Economic Calendar Fundamentals
Start with the basics that actually matter. We'll show you which economic indicators move markets and why timing around announcements can make or break investment returns.
You'll learn to read Fed meeting schedules, earnings calendars, and dividend dates. More importantly, you'll understand how to position portfolios before these events hit.
Seasonal Market Patterns
Every experienced investor knows about "sell in May," but there's so much more to seasonal investing. We'll dig into Canadian market patterns, resource stock cycles, and holiday trading effects.
By the end of this module, you'll spot opportunities others miss and understand when to be cautious based on historical market behavior patterns.
Portfolio Strategy Implementation
This is where everything comes together. You'll learn to build investment calendars that guide portfolio decisions throughout the year, balancing growth opportunities with risk management.
We cover rebalancing schedules, tax-loss harvesting timing, and how to communicate your calendar-based approach to clients who want to understand your methodology.
Learn from Active Practitioners
Our instructors aren't just teachers – they're working professionals who use these strategies daily in their own investment practices.
Meredith Beauchamp, CFA
Portfolio Manager & Lead Instructor
Fifteen years managing institutional portfolios with a focus on systematic timing strategies. Meredith developed many of the calendar-based approaches we teach after seeing how traditional buy-and-hold missed obvious opportunities.
Elena Varga
Market Timing Specialist
Elena runs a boutique advisory practice focused on calendar-driven investment strategies. She's particularly skilled at explaining complex timing concepts to clients who want to understand the 'why' behind portfolio moves.
How We Compare to Other Programs
Most investment education focuses on theory. We focus on practical skills you can implement immediately.
Next Cohort Starts September 2025
Our fall program runs for 12 weeks with evening sessions designed for working professionals. Applications open in June with early bird pricing for committed participants.