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

“I have taken core, futures, options and ProActive Investor. The Pro Active Investor is definitely what ties it all together. It is what will finally push me into live trading. Darek Zelek was tremendous!”

, June 2018

“PAI helps put the other disciplines in context and enforces why we are in OTA, to build wealth and to put our money to work for us in a safe manner.”

, June 2018

“THE PROACTIVE INVESTOR class can be simply defined in 3 words.....Kapil, Viral and Vishal, which are synonyms for excellence, brilliance and patience... The methodology of analysis for investing was made so simple, but kudos to the team for their excellence in back testing and validating this methodology, which I am sure shall be put to great use by me for my own personal wealth creation. The program as a whole gave a new perspective not only to grow one's personal investment portfolio but also protect it in dire times in the market. In short, this program gives the COMPLETE PICTURE OF REALLY INVESTING IN THE STOCK MARKETS...KUDOS TO YOU ALL FOR YOUR TIME AND EFFORTS.”

, June 2018

“The Proactive Investor Program is a well designed course. Well taught syllabus and covering almost everything that is necessary to know about Long Term Investments based on Fundamentals as well as Market Timing.”

, June 2018

“The Pro Active Investor class was very valuable to me. It provided methods for being in the market and insuring your positions. It also provides you with methods of not being in the markets, and I think that part will help me a lot.”

, May 2018

“I am a fairly new student to Online Trading Academy, but have been managing my own investments for more than 30 years. I joined OTA because we have reached the point where we are comfortable, and fear the eventual bear market could wipe out a significant portion of our savings. This particular class provides the knowledge and tools to allow me to manage my own portfolio into the future, protecting it against potential losses while safely allowing it to grow.”

, May 2018

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