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Macroex

Stock Market Fundamentals Program

A practical learning path for Canadians who want to understand how markets work. We cover the basics—reading charts, evaluating stocks, managing risk—without making promises about your returns. Most participants complete the program in six months and walk away with a clearer picture of what investing actually involves.

Next Cohort: September 2025

Four Phases of Market Education

This isn't about shortcuts or guaranteed wins. It's about building a foundation that lets you make informed decisions. We break down complex topics into manageable chunks, and you move through at a pace that actually makes sense.

1

Market Mechanics

8 weeks

How exchanges operate, what moves prices, and why certain events matter more than others. You'll learn to read basic charts and understand the forces behind market movements—supply, demand, and everything that influences them.

2

Company Analysis

10 weeks

Reading financial statements, evaluating business models, and spotting red flags. We dig into balance sheets and income statements—not to turn you into an accountant, but so you can separate solid businesses from shaky ones.

3

Risk Management

6 weeks

Understanding position sizing, diversification, and when to cut losses. This phase focuses on protecting yourself from major mistakes—because in markets, not losing is sometimes more important than winning.

4

Building a Strategy

8 weeks

Putting everything together into an approach that fits your goals and risk tolerance. You'll develop a personalized framework—not a get-rich scheme, but a coherent plan for making decisions you can stick with.

Learn From Practitioners

Our instructors have spent years navigating markets themselves. They've made mistakes, learned from them, and now they share those lessons—without the hype you'll find elsewhere.

Rhett Castleman teaching market analysis

Rhett Castleman

Market Analysis Lead

Rhett worked in equity research for twelve years before joining our team in 2022. He specializes in financial statement analysis and teaches you how to spot inconsistencies that others miss. His approach is methodical—no flashy predictions, just solid frameworks.

Zinnia Vega explaining trading concepts

Zinnia Vega

Trading Strategy Instructor

Zinnia manages a portfolio for a Toronto-based firm and brings real-world strategy development to the classroom. She focuses on risk management and position sizing—the unglamorous stuff that actually keeps you in the game long-term.

Tavish Wendell discussing market fundamentals

Tavish Wendell

Market Fundamentals Coach

Before teaching, Tavish spent eight years analyzing Canadian equities. He breaks down market mechanics in a way that makes sense to beginners, focusing on what actually drives price movements rather than technical jargon for its own sake.

Ember Calloway reviewing student work

Ember Calloway

Portfolio Strategy Advisor

Ember has built portfolios for individual clients since 2016. She teaches the final phase of our program, helping participants develop strategies that match their actual circumstances—not some idealized investor profile from a textbook.

Teaching Assistant Support

Beyond our main instructors, you'll have access to teaching assistants during evening study sessions. They're recent program graduates who remember what confused them and can explain concepts from a learner's perspective.

Program Details and Enrollment

We're accepting applications for our September 2025 cohort now. Classes meet twice weekly in the evenings, with additional online resources for those who need flexibility. Total investment is ,200 CAD—payment plans are available if needed.

Schedule

Tuesdays and Thursdays, 6:30 PM to 8:30 PM EST. Sessions are recorded for anyone who needs to catch up. The program runs for 32 weeks total.

Prerequisites

No prior market experience needed. Just bring curiosity and realistic expectations. We've had everyone from recent grads to retirees go through successfully.

Format

Hybrid learning with in-person sessions in Greater Sudbury and virtual attendance options. All materials are accessible online, including practice exercises and case studies.

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Learning environment at Macroex
18
Average Class Size
32
Weeks Duration