Portfolio Analysis Fundamentals
A comprehensive workshop covering the essentials of portfolio construction, risk assessment, and performance measurement. We'll walk through real examples and discuss how different asset allocations impact long-term growth potential in the Canadian investment landscape.
Tax-Efficient Investment Strategies
Understanding the nuances of Canadian tax implications for different investment vehicles. This session focuses on RRSPs, TFSAs, and taxable accounts, helping you make informed decisions about where to hold various investments for optimal tax efficiency.
Reading Financial Reports Like a Pro
Demystifying annual reports, quarterly statements, and key financial metrics. We break down what the numbers really mean and how to spot both opportunities and red flags when evaluating potential investments.
Market Volatility and Risk Management
Learning to navigate uncertain markets with confidence. This workshop covers diversification strategies, understanding correlation between different asset classes, and building resilience into your investment approach during turbulent times.
Minutes Per Session
Each workshop provides focused, practical learning without overwhelming your schedule. We cover essential concepts thoroughly while respecting your time.
Participants Maximum
Small group settings ensure everyone gets personalized attention and can ask questions specific to their investment situations and goals.
Follow-up Sessions
Optional review sessions help reinforce key concepts and address any questions that arise as you apply what you've learned to your own portfolio.
Hands-On Learning Approach
Our workshops go beyond theory. You'll work with actual financial statements, analyze real portfolio scenarios, and practice using the same tools that professional investment advisors rely on daily.
We believe the best way to understand investment concepts is by seeing them in action. Each session includes interactive exercises where you'll apply new knowledge to practical situations you might encounter with your own investments.
By the end of each workshop, you'll have concrete skills you can use immediately, whether you're managing your own portfolio or working more effectively with a financial advisor.
Meet Your Instructor
With over fifteen years analyzing Canadian equity markets and helping individual investors make sense of complex financial information, Kieran brings real-world experience to every workshop. His approach focuses on practical application rather than abstract theory, helping participants build confidence in their investment decision-making process. Before joining Caltocron, Kieran spent eight years as a portfolio analyst with a major Canadian pension fund, where he developed expertise in both institutional and retail investment strategies.
Reserve Your Spot
Workshops fill up quickly due to our small group format. Registration opens six weeks before each session, and we typically have a waiting list within the first week.
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What You'll Take Away
Each participant receives a comprehensive workbook with all the formulas, checklists, and reference materials covered during the session. These aren't just handouts—they're practical tools you can use long after the workshop ends.
You'll also get access to our quarterly newsletter with market updates and additional learning resources. Many participants tell us these ongoing materials help them stay connected to what they learned and continue building their investment knowledge.
Most importantly, you'll leave with greater confidence in your ability to understand and evaluate investment opportunities, whether you're just getting started or looking to refine your existing approach.