Built for Canadian Investors & Traders

Learn to Trade.
Optimize Your Portfolio.

Master stocks and options on US markets. Get your portfolio reviewed, optimized for returns, and made tax-compliant — all through the Canadian lens.

Education & strategy · Broker-neutral · Built for Canadians

Three Ways We Help You

Learn to trade. Make your portfolio work harder. Get ongoing market guidance.

Learn

Stocks & Options Course

A live 4-week course that takes you from zero to confidently trading US markets. Technical analysis, options strategies, risk management — and the Canadian tax layer that changes everything.

  • 8 live Zoom sessions over 4 weeks
  • Chart reading, entries, exits, stop-losses
  • Options: covered calls, spreads, income plays
  • TFSA/RRSP/Margin strategy for US trades
  • Lifetime access to all recordings
$99 CAD / week × 3 weeks

Start with just $99 · Small groups · Limited spots

Start for $99/week →
Optimize

Portfolio Intelligence

Already have money invested? Most Canadians have their assets in the wrong accounts, pay taxes they don't need to, and miss income sitting right in their portfolio. We fix that.

  • Complete portfolio X-ray across all your accounts
  • Options strategies on holdings you already own
  • TFSA/RRSP/Margin — right assets, right accounts
  • Tax-loss harvesting & CRA compliance check
  • Long-term wealth building roadmap
Your portfolio is unique — let's talk about what you need
Trade Together

The Trading Desk

Your daily trading companion. Whether you're a beginner or experienced trader — get daily watchlists, live trade reviews, weekly Q&A, and a community of Canadian traders who have each other's backs.

  • Daily US market watchlists & trade ideas
  • Trade review & personal feedback
  • Weekly live Q&A session on Zoom
  • WhatsApp community — real traders, no noise
  • Cancel anytime — no lock-in
$49 CAD / month

Open to all traders — beginners to experienced

Join — $49/mo →

4 Weeks. 8 Sessions. Stocks & Options.

Live Zoom classes, small groups, everything recorded. No experience needed.

📊

Technical Analysis

Read charts, identify patterns, understand support/resistance, volume, and indicators. The visual language of the market.

Options Strategies

Covered calls, credit spreads, protective puts. Learn to generate income and hedge — not gamble.

🎯

Entries, Exits & Risk

When to get in, when to get out, how much to risk. Position sizing, stop-losses, and the discipline to follow your plan.

🇨🇦

Canadian Tax & Accounts

TFSA vs RRSP vs Margin for US trades. Norbert's Gambit. ACB tracking. Superficial loss rules.

Week 1

Foundations

How markets work. Order types. Account setup. Reading your first chart.

Week 2

Technical Analysis

Chart patterns. Indicators. Building watchlists. The Decision Framework.

Week 3

Options

Calls, puts, Greeks. Covered calls. Spreads. Income strategies.

Week 4

Risk & Graduation

Position sizing. Psychology. Canadian tax rules. Paper trading starts.

Start for $99/week →

Next cohort starting soon · Limited spots · Education only

Your Money Is Invested. Is It Optimized?

Most Canadian investors leave money on the table — wrong assets in wrong accounts, unnecessary taxes paid, and income opportunities ignored. We find what's broken and fix it.

🔍

Portfolio X-Ray

We look at everything — TFSA, RRSP, margin, all holdings. What's performing, what's dead weight, what's in the wrong account costing you tax dollars you don't need to pay.

Unlock Hidden Income

Own 100 shares of any stock? You could be generating monthly income with covered calls right now. We show you which positions to write against and when — income sitting in your portfolio that you're not collecting.

🇨🇦

CRA-Proof Your Portfolio

US dividends in TFSA? That's a 15% tax leak. Superficial loss triggered without knowing? ACB miscalculated? We catch the mistakes before the CRA does and save you real money.

📈

Long-Term Wealth Roadmap

Not just "buy and hold" — a real plan. Asset allocation for your life stage, rebalancing triggers, growth vs income balance, and a clear path to build wealth over the next 10-20 years.

Every portfolio is different — let's talk about yours · Education only

What US Courses Don't Teach You

💱

Norbert's Gambit

Stop paying $50+ in FX fees every time you buy a US stock.

🇨🇦

TFSA / RRSP Strategy

Which account for US dividends, options, and growth stocks.

📋

ACB & Tax Season

Track your adjusted cost base and survive CRA filing.

S

Sandy

Founder · Ascent Trading Academy

I built Ascent because I got tired of learning US trading strategies that nobody adapted for Canadian accounts. The setups worked — but nobody taught me about FX fees, TFSA rules on options, ACB tracking, or how to optimize a portfolio across Canadian and US holdings. This is the academy I wish existed.

Common Questions

Is this financial advice?

No. This is education and strategy discussion only. We teach frameworks and review portfolios for educational purposes — we never tell you what to buy or sell. All investment decisions are yours.

Do I need trading experience for the course?

No. The course starts from zero. We cover market basics before touching a chart or an options chain.

Can I just get a portfolio review without the course?

Yes. The trading course, portfolio intelligence, and Trading Desk are all independent products. You can use any one or all three. WhatsApp or email us to discuss your portfolio needs.

Do I need a specific brokerage?

No. Use whichever platform you prefer. We teach concepts and strategies — your brokerage choice is entirely yours. We have no affiliate deals.

What if I miss a live session?

Every session is recorded. You get lifetime access to all recordings. Watch anytime and bring questions to the next live session.

What does the portfolio review include?

We do a complete X-ray of your holdings across TFSA, RRSP, and margin accounts. We identify assets in the wrong accounts, flag tax leaks, suggest options strategies like covered calls for income on positions you already own, and build a long-term wealth roadmap. Every portfolio is different — WhatsApp or email us to discuss yours.

Can I get a refund on the course?

If you attend the first session and feel it's not for you, contact us within 24 hours for a full refund. No questions asked.

Ready to Get Started?

Learn to trade. Get your portfolio optimized. Stay mentored as you grow.