ProActive Investor - 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.


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

“Many people fail to plan for retirement and hope things will be ok, or plan to depend on social security. This class gives you valuable tools to build your own financial security for life past retirement.”

, May 2018

“I highly recommend this PAI course for all age groups and person for eventual retirement for income and wealth! The lesson and application of same for trading are of a high quality nature!”

, May 2018

“Sean Reed is a great instructor. He's very down-to-earth and has a great way of explaining concepts in easy to understand terms. The Proactive Investor class is absolutely one of the best classes for anyone that wants to protect their hard earned retirement savings from market downturns and corrections. I believe this education is extremely valuable for many reasons. Thank you to OTA and Sean Reed for a wonderful class.”

, May 2018

“The PAI course seemed overwhelming at the start but by the end of the class I felt confident enough to build my PAI portfolio following the steps outlined in the course. Understanding how options work helps me see how I can use them to an advantage to maintain and build my long-term wealth.”

, April 2018

“I am so glad I took this course! I was able to evaluate my current Roth IRA based on the strategies taught and make a much better decision on how to grow and maintain it myself. This helped me to get a clear direction of where and how my portfolio should be allocated to reach my personal goals as well. I would say this is the most valuable class I have ever taken.”

, April 2018

“Proactive Investing is the "why" I joined OTA. The other asset classes are just a bonus. As for this course, it is well-designed to achieve above market results. I've done well using these skills, but after an online retake, I now know where I can do even better.”

, April 2018

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