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

“This was a clear and concise explanation of the Pro-Active Investment process. The BEST!”

, May 2019

“I found the PAI course to be both extremely relevant and valuable. The information shared in this class establishes a critical foundation for long term financial planning, whether your goals are for wealth preservation or for retirement. I regret that I didn't learn this some 40+ years ago.”

, April 2019

“Proactive Investor gives us a roadmap to actively manage our retirement to achieve the rate of return we need to comfortably live through our retirement years. What I like about it is that it gives us a strategy for both bull markets and bear markets so that we protect our wealth. I can't wait to put this into practice with my own portfolio.”

, April 2019

“The OTA's ProActive Investment Program is very thorough in setting your Retirement Plan and helps you have peace of mind by adjusting your Retirement plan through periodic review and making adjustment to ensure that you meet or achieve your long term wealth management and income goal to meet your dream life. ”

, April 2019

“The combination of instructor, content and real life applicability came together for an extremely productive week that has me prepared to proactively manage my longer term (IRA / 401k) investments.”

, March 2019

“PAI gave me a solid understanding of long term wealth management strategies, and key components of bonds, equities and options trading. I learned several things that can positively impact my financial well-being almost immediately!”

, March 2019

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