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

“PAI has been an exceptional experience. I had many light bulb moments! Tom made the course enjoyable and understandable. I feel that I am truly prepared to get on the court! ”

, June 2019

“What I learned in the PAI class was essential for me to be able to protect the savings that I have generated through the years and I learned how to make it continue to grow so that I can provide a good retirement for my wife and I to enjoy.”

, May 2019

“I retired 3 years ago with most of my retirement funds under the control of a money manager. I have not been happy with my returns and I absolutely hate paying the 1% management fee each year. The management costs have really added up over the past 3 years. The PAI class has given me both the knowledge and confidence to take back control over my own funds. The program focuses on buying and selling a series of non-correlated ETFs using the OTA core strategy but also teaches us how to supplement our annual returns by utilizing a simple rule based system of selling Puts and Calls in order to supplement our annual return. The class has been a life changing experience for me.”

, May 2019

“I learned a great deal about not just what to trade and how, but how to balance my portfolio to meet my specific goals particularly based on the time I have to reach those goals realistically. Thank you.”

, May 2019

“If you want to preserve your wealth (e.g. retirement accounts), this is the class for you.”

, May 2019

“Sean - the class was sharp, quickly paced which I like, interesting with extra details and I learned a ton. I loved the PAI - was not sure what to expect exactly, and got a lot of new understanding of this world.”

, May 2019

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