The People Behind Your Financial Education

Meet the experienced professionals who've spent years mastering investment principles and now dedicate their time to sharing practical knowledge with aspiring learners across Canada.

Our Teaching Team

Every instructor brings real-world experience from different areas of finance. They've worked through market changes, economic shifts, and various investment cycles. Most importantly, they understand how to break down complex concepts into manageable learning steps.

Marcus Holloway profile photo

Marcus Holloway

Lead Investment Strategist

Portfolio Analysis Risk Assessment Market Research

Marcus spent twelve years working with institutional investors before shifting his focus to education. He has a particular talent for explaining market dynamics in ways that make sense to newcomers.

Notable Background

Previously managed portfolios worth over 0M at a Toronto-based investment firm. Now focuses exclusively on teaching fundamental analysis techniques to new investors.

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Sarah Liu

Financial Planning Specialist

Retirement Planning Tax Strategy Budget Analysis

Sarah has helped hundreds of Canadian families create realistic financial plans. She brings practical experience from working directly with middle-income households across different provinces.

Teaching Philosophy

Believes in starting with solid financial foundations before moving to investment strategies. Her courses always begin with budgeting and emergency fund planning.

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David Reeves

Market Analysis Instructor

Technical Analysis Economic Indicators Sector Research

David worked as a research analyst for eight years, focusing on Canadian equity markets. He has a knack for spotting trends and teaching others how to read market signals effectively.

Current Focus

Develops coursework on understanding market cycles and economic indicators. His students learn to read financial statements and interpret market data with confidence.

Combined Experience That Matters

Our team has worked through the 2008 financial crisis, the COVID-19 market volatility, and numerous smaller market corrections. This real-world experience shapes how we teach investment principles.

We've seen what works during different market conditions and what mistakes investors commonly make. Our courses reflect these insights, focusing on building knowledge that serves students well regardless of market circumstances.

35+ Combined Years Experience
1,200+ Students Taught Since 2022

Teaching Since 2022

Helping Canadians build financial knowledge step by step