Investment Mindset Program
A practical approach to building financial confidence through behavioural patterns, market psychology, and decision-making frameworks that actually matter.
How We Think About Money
Most investment education focuses on technical analysis and market trends. But here's what we've noticed over the years—people don't struggle with understanding charts. They struggle with their own reactions when those charts move.
Understanding Your Patterns
We start by looking at how you make financial decisions right now. Not to judge them, but to understand what drives them. Fear of missing out? Loss aversion? Overconfidence after a win? These patterns show up differently for everyone.
Building Real Frameworks
You'll develop personal decision-making systems based on your risk tolerance and goals. Not generic advice—actual frameworks you can use when markets get volatile or opportunities appear unexpectedly.
Context Over Formulas
Markets change. Economic conditions shift. What worked in 2020 might not apply in 2025. We teach you to read context, understand cycles, and adapt your thinking as situations evolve.
Group Insight Sessions
Some of our best learning happens when participants share their real experiences. These aren't scripted case studies—they're actual decisions people made, what happened, and what they learned from it.
Program Structure
We've organized the learning journey into three distinct phases. Each builds on the previous one, moving from self-awareness to market understanding to practical application.
Foundation Phase
Start with behavioural finance basics and personal bias identification. You'll track your own decision patterns and examine why you make certain choices under pressure.
Market Psychology
Explore how markets react to information, crowd behaviour, and sentiment shifts. Study historical examples and current situations to understand recurring patterns.
Applied Strategy
Build your personal investment framework through simulated scenarios. Test your decision-making process in different market conditions and refine your approach based on outcomes.
What You'll Work On
Meet Your Instructors
Our facilitators come from varied backgrounds—behavioural economics, wealth management, trading psychology. What they share is practical experience helping people develop healthier relationships with money and investment decisions.
Karine Dubois
Karine spent twelve years in portfolio management before shifting to behavioural finance education. She's particularly interested in how cultural background influences investment attitudes and risk perception.
Elias Thornwick
After working as a quantitative analyst, Elias realized that understanding human behaviour mattered more than perfect models. He now focuses on helping investors recognize emotional patterns in their decision-making.
Sienna Marlowe
Sienna's background in cognitive psychology helps her teach clients how to build personalized risk assessment systems. She believes everyone needs different frameworks based on their goals and temperament.
Freya Castellan
Freya works with participants during the applied strategy phase, helping them test and refine their decision frameworks. Her focus is on creating sustainable habits that work in real market conditions.
