Market Intelligence Events for Canadian Investors
Join interactive sessions where real market patterns meet practical analysis. We explore equity fundamentals through case studies and data-driven discussions.
Upcoming Sessions
Our autumn and winter schedule covers portfolio construction, sector rotation analysis, and behavioral patterns that influence market movements.
Quarterly Earnings Season Breakdown
We'll walk through the mechanics of earnings reports and what numbers actually matter when companies announce results. Practical look at how markets react before, during, and after earnings releases.
Sector Allocation and Rotation Patterns
Canadian investors often focus heavily on financials and energy. This session examines historical sector performance cycles and how different industries respond to rate changes and economic shifts.
Reading Financial Statements Without the Confusion
Balance sheets and cash flow statements intimidate a lot of people. We break down what you're actually looking at and which metrics reveal meaningful information about company health and potential issues.
Who Leads These Sessions
Our presenters come from portfolio management, equity research, and financial analysis backgrounds. They've spent years working with market data and understand how theory translates into actual decisions.
Braden Tollefsen
Equity Research Specialist
Braden worked at two Toronto-based investment firms analyzing small-cap Canadian equities. He brings detailed sector knowledge and a straightforward approach to valuation models.
Linnea Sørlie
Portfolio Strategy Consultant
After managing institutional portfolios for twelve years, Linnea now teaches risk assessment and asset allocation frameworks. She focuses on practical portfolio construction rather than theoretical models.
What We Cover in Detail
Each session focuses on specific aspects of market analysis and investment decision-making that Canadian investors encounter regularly.
Technical Chart Analysis
Understanding support levels, moving averages, and volume patterns. We look at real chart examples from TSX-listed stocks and discuss what patterns actually hold predictive value versus noise.
Dividend Investment Strategies
Canadian investors often prioritize dividend income. We examine payout ratios, sustainability metrics, and how to spot companies that might cut distributions before it happens.
Economic Calendar Impact
Bank of Canada announcements, employment data, and inflation reports move markets. We discuss which economic releases matter most and how to interpret the data when it's released.
Behavioral Finance Concepts
Loss aversion, confirmation bias, and herding behavior affect investment decisions more than most people realize. We explore common psychological traps through real market scenarios.
Registration Opens Three Weeks Before Each Event
Sessions are limited to 45 participants to allow for questions and discussion. Check back in late August for September registration, or reach out if you'd like updates about the autumn schedule.
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