ProActive Investor Course - Canada

Students are learning how to invest money with courses from Online Trading Academy.

ProActive Investor - Canada (5 Days):

Online Course also available in ten 3-hour sessions.


XLT - ProActive Investing


Get Started with Your Financial Education

The ProActive Investor knows the steps required to achieve financial security and live the life they desire—today, tomorrow, and during retirement. The key is understanding the annual rate of return required to achieve your goals, and how to achieve that rate through disciplined investing across multiple asset classes. This is what separates the ProActive Investor from the uneducated investor.

In our five-day immersion class, you’ll learn how to think and invest like a professional money manager as you build a rules-based strategy to increase your wealth and real buying power in a global economy. You’ll define your financial goals, analyze the investing choices available to you, and then start creating a portfolio of assets that minimizes risks and enhances returns. In addition, you’ll review the essentials of managing a retirement plan dynamically.

The course includes many interactive scenarios and exercises to reinforce what you're learning — how to hedge against inflation, benefit from currency fluctuations, and grow and preserve capital in good markets and bad. Diversify beyond familiar stocks and funds, plus be willing to rebalance your portfolio as conditions change. You'll leave the class with a self-built portfolio strategy that is based on your investing timeframe, risk tolerance, skills and goals.

Suggested prerequisites: Core Strategy is highly recommended, Professional Options Trader is recommended.

View Course Curriculum View Course Schedule

What You Will Learn

  • Asset Class Allocation and Diversification

    Use a customized strategic allocation combining bonds and options to maximize your rate of return.

  • How to Minimize Risks and Enhance Returns

    Build a rules-based strategy to increase your wealth and real buying power in a global economy. Use REAL supply and demand to properly assess risk and reward.

  • Increasing Your Rate of Return

    Learn how you can maximize your annual rate of return through strategic and tactical allocation strategies in order to reach your financial security goals faster and with less taxes and fees.

  • Creating a Wealth Management Plan

    Put it all together with a personalized plan that takes into account your tolerance for risk, your wishes for passing on your wealth and your preferences for a secure retirement at the date you choose.

Who You Will Learn From

Our staff of professional instructors is composed of the most dedicated people you will ever meet. They will teach you trading fundamentals and advanced techniques like no one else. Each has a unique personality that will keep you on the edge of your seat, waiting for the next "golden nugget" of trading information.

What Students Are Saying

“One of the best courses offered by OTA focused on how to grow and protect your wealth bucket in a very structured way. Best of all is the instructor Russ Allen, who knows all the concepts to the highest level of detail.”

, October 2019

“Proactive Investing is easily worth the price of admission, the potential to protect my portfolio from downside risk as well as the potential for upside gains was wonderful. Tom masterfully taught everyone the Proactive Investing way.”

, September 2019

“The PAI program will change the way that you look at managing a portfolio. It's no longer a black box, as I now feel confident that I can do this myself.”

, September 2019

“Proactive Investor is an excellent course for those investors that need to focus on protection of their nest egg and to grow their capital responsibly. It is very well worth the five days of time needed to complete the course instruction.”

, September 2019

“I found the ProActive Investor course to be extremely valuable. I am looking forward to redirecting fees wasted with financial advisors that have provided little to no value to family towards a stronger portfolio and self managed system. Cathie Morrison is an amazing instructor!”

, August 2019

“ProActive Investor is a program that we would highly recommend to all people to take to learn the importance of understanding how to truly build your wealth as early as possible in your life so you will have long term wealth!”

, August 2019

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