Context Over Memorization
We don't hand you a list of definitions. Instead, you learn terms while analyzing real Canadian market scenarios. When you see "beta" in an actual portfolio context, it makes more sense than any textbook explanation.
Learning Investment Terms Shouldn't Feel Like Decoding Ancient Scrolls
Here's what we've learned after years of teaching investment terminology in Peterborough and across Ontario. The industry loves fancy words, but your actual goal is pretty simple: understand what you're reading when you review portfolios, watch financial news, or talk with advisors.
And honestly? Most investment terms make more sense once someone explains them without the corporate jargon. That's what we do here—break down the vocabulary so it actually sticks.
Callum Drayton
Fixed Income & Bonds
Spent twelve years at credit unions before switching to teaching. Callum doesn't sugarcoat the boring parts—bonds aren't thrilling, but he makes the terminology understandable. His method? Real examples from actual Canadian portfolios.
Students say his explanations of yield curves and duration finally made sense after years of confusion. He teaches Tuesday and Thursday evenings.
Case Study Method
Henrik Bergstrom
Equity Markets & Analysis
Henrik came to Canada from Sweden in 2018 and noticed how confusing North American investment terminology can be—even for native English speakers. He focuses on the "why" behind each term, not just memorization.
His background in technical analysis means he's particularly good at explaining chart-related vocabulary. Classes include live market examples when markets are open.
Interactive Sessions
Siobhan Flannery
Derivatives & Options
Options terminology sounds like another language. Siobhan gets that—she struggled with it herself when she started trading in 2012. Now she teaches the vocabulary through actual trade scenarios instead of abstract definitions.
Her sessions work best for people who already understand basic investment concepts but want to expand into more complex instruments. Saturday morning slots available starting September 2025.
Scenario-Based Learning
What Actually Helps People Learn Financial Vocabulary
Progressive Complexity
Start with basic terms like stocks and bonds, then build toward more complex concepts. We don't throw derivatives terminology at you on day one. The progression follows how investment knowledge actually develops.
Current Market Examples
Financial terminology means more when you see it used in recent news. Our instructors bring in examples from the current week—TSX movements, Bank of Canada announcements, whatever's actually happening in Canadian markets.
Small Group Discussions
Maximum twelve students per session. This matters because everyone brings different questions. Often the best explanations come from hearing how another student understood a concept—not just the instructor's definition.