Weekly Sessions
Eight consecutive weeks covering fundamental to intermediate investing concepts
with time to absorb between meetings.
Summer & Fall 2025
What's Coming Up
Most of our events happen on weekday evenings at our Halifax location. Some are virtual. And honestly, they fill up quicker than we expect sometimes – especially the smaller workshop sessions.
We keep things practical. You won't get sales pitches or abstract theories. Just straightforward conversations about markets, strategies, risk management, and the mistakes people actually make with money.
July 18, 2025
Portfolio Building Basics
How to structure your first investment portfolio without overthinking it. We'll cover asset allocation, rebalancing, and common beginner traps.
Halifax Office • 6:30 PM
August 22, 2025
Understanding Market Volatility
Markets move. Sometimes dramatically. This session covers emotional decision-making and developing a calmer approach during uncertainty.
Virtual Session • 7:00 PM
September 14, 2025
Tax-Efficient Investing in Canada
RRSP, TFSA, non-registered accounts – what goes where and why. A practical look at minimizing tax drag on your returns.
Halifax Office • 6:30 PM
October 19, 2025
Retirement Planning Workshop
Building a retirement strategy that matches your actual life, not some textbook scenario. Numbers, timelines, and contingencies.
Halifax Office • 10:00 AM
Intensive Programs
Multi-Week Learning Series
Beyond one-off events, we run deeper programs that meet weekly over several months. These are for people who want structured progression and consistent practice with concepts.
Our autumn series starts in late September and runs through November. Topics build week to week, so you develop understanding gradually instead of cramming everything into one session.
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Practice ExercisesReal scenarios to work through between sessions. Not homework exactly, but practice that makes the concepts stick.
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Small Group FormatWe cap these at 15 people so there's room for questions and actual discussion, not just lectures to a crowd.
I'd been putting off learning about investing for years because it felt overwhelming. The workshops at Cralvex broke things down in a way that actually made sense. No jargon dumping, no pressure. Just clear explanations and real examples. After three months of their evening sessions, I finally set up my first proper portfolio. Felt like a huge weight off my shoulders.
Ready to Join an Upcoming Event?
Registration typically opens six weeks before each event. Reach out if you'd like to be notified when spots become available, or just want more details about what to expect.
Get in Touch