Learn Seasonal Investing from Industry Practitioners

Twelve weeks of practical training where you'll analyze real market cycles, build adaptive portfolios, and develop strategies that respond to changing economic seasons. Classes start September 2025.

Limited to 24 participants per cohort
1

Market Cycles and Seasonal Patterns

You'll start by examining how markets behave differently across calendar quarters and economic phases.

  • Historical pattern recognition
  • Commodity price seasonality
  • Consumer behavior shifts
  • Weather-dependent sectors
2

Portfolio Construction Methods

Build allocation models that adjust based on seasonal indicators rather than static buy-and-hold approaches.

  • Dynamic asset weighting
  • Sector rotation frameworks
  • Risk adjustment protocols
  • Rebalancing triggers
3

Data Analysis and Research

Work with actual market data to identify patterns and test hypotheses about seasonal trends.

  • Spreadsheet modeling
  • Pattern validation methods
  • Statistical significance testing
  • Backtesting approaches
4

Tax and Regulatory Considerations

Understand how Canadian tax rules affect seasonal strategy implementation and year-end planning.

  • Capital gains timing
  • RRSP contribution windows
  • TFSA optimization
  • Loss harvesting periods
5

Risk Management Frameworks

Learn to protect portfolios when seasonal patterns don't play out as expected.

  • Position sizing rules
  • Stop-loss implementation
  • Correlation analysis
  • Drawdown mitigation
6

Case Studies and Application

Analyze real portfolios and market situations where seasonal factors influenced outcomes.

  • Energy sector transitions
  • Agricultural commodity cycles
  • Retail stock patterns
  • Travel industry seasonality

Your Instructors

Brenna Whitlock teaching seasonal investing

Brenna Whitlock

Portfolio manager with fifteen years managing Canadian equity funds. Specializes in sector rotation strategies.

Dermot Faulkner teaching market analysis

Dermot Faulkner

Quantitative analyst who built seasonal models for institutional clients. Now teaches pattern recognition methods.

Signe Lindqvist discussing risk management

Signe Lindqvist

Risk consultant who helps investors implement position sizing and drawdown protection strategies.

Vesna Marić explaining tax optimization

Vesna Marić

Tax strategist who advises on timing investment decisions around Canadian tax regulations and deadlines.

Program Investment

Choose the format that fits your schedule. Both options include the same curriculum and instructor access.

Evening Program

CAD 2,400
12 weeks
  • Tuesday evenings 6:30-9pm
  • Video recordings included
  • Weekly homework reviews
  • Group discussion forum
  • Certificate upon completion
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Weekend Intensive

CAD 2,750
6 weekends
  • Saturdays 9am-4pm
  • Extended case study time
  • One-on-one portfolio review
  • Lunch and materials included
  • Certificate upon completion
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Students analyzing seasonal market data during class

How to Join the September 2025 Cohort

1

Submit Application

Complete our brief form telling us about your investing experience and what you hope to learn. Takes about ten minutes.

2

Phone Conversation

We'll call to discuss your goals and answer questions about the curriculum. This helps ensure the program matches your needs.

3

Registration

Reserve your spot with a deposit. You'll receive pre-course materials to review before the first session.

4

Start Learning

Join your cohort in September 2025. Classes begin with market cycle fundamentals and build from there.

Begin Your Application