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Building Financial Literacy One Student at a Time
We started Soxem Vylox because we kept meeting people who felt lost when it came to investing decisions.
Back in 2019, two former portfolio analysts were sitting in a coffee shop in Edmonton when someone at the next table asked if we could explain what a dividend yield actually meant. That conversation lasted two hours. And honestly, it changed everything for us.
We realized that most investment education either assumes you already know the basics or throws textbook theory at you without context. There's this massive gap between "open a savings account" and "here's advanced portfolio theory" — and that's where people get stuck.
How We Actually Started
After that coffee shop moment, we started running free weekend workshops at the local library. Just basic stuff — reading financial statements, understanding risk metrics, what actually moves stock prices.
Twelve people showed up to the first one. By month three, we had a waiting list. People weren't looking for hot stock tips. They wanted someone to explain things without making them feel stupid for asking questions.
What Makes Us Different
We don't promise that you'll beat the market or find the next big winner. Instead, we focus on teaching you how to read what's actually in front of you — annual reports, valuation ratios, market indicators.
Our approach comes from years of actual analysis work. We've made mistakes. Lost money on assumptions that seemed solid. And we bring those real experiences into every lesson because that's how people actually learn.
Our Teaching Philosophy
We believe financial analysis is a skill you build through practice, not something you memorize from slides. Each module includes real company data, actual market scenarios, and exercises that mirror what analysts do daily.
You'll work with balance sheets from Canadian companies, calculate ratios that matter for different industries, and learn to spot the red flags we wish someone had taught us earlier in our careers.
Six Years of Learning Together
We've spent the last several years refining our curriculum based on what actually works. Here's how we got to where we are now.
2019 - 2020
Library Workshops to Structured Curriculum
Those early workshops taught us what beginners actually struggle with. Turns out, most people understand concepts fine when you use plain language. We built our first eight-week program around that insight, covering everything from reading income statements to understanding market cycles.
2021 - 2022
Moving Online and Expanding Content
The pandemic forced us online, which actually improved the program. Students could review material at their own pace, rewatch analysis demonstrations, and practice with real data between sessions. We added modules on sector analysis and portfolio construction based on student requests.
2023 - 2024
Building Advanced Pathways
Students who completed our basics program kept asking what to learn next. So we created intermediate and advanced tracks covering technical indicators, options basics, and industry-specific valuation methods. Each module includes case studies from Canadian markets.
2025 - Present
Continuous Improvement Through Feedback
We update our materials every quarter based on student questions and market changes. Recent additions include modules on ESG factors in analysis, understanding Fed announcements, and how to evaluate company guidance. Our autumn 2025 cohort will be our largest yet, with enhanced interactive elements and more industry-specific content.
Who's Teaching These Classes
We're both former analysts who spent years evaluating companies, building models, and explaining investment rationale to portfolio managers. Now we channel that experience into helping beginners understand what actually matters.
Callum Rhydderch
Senior Investment Educator
Spent eight years as an equity analyst covering energy and materials sectors before co-founding Soxem Vylox. Still remembers the first valuation model that completely fell apart in real market conditions — which turned into one of our best teaching examples. Believes the best analysts are the ones who admit when they don't know something.
Aurelia Taverner
Lead Curriculum Developer
Worked in fixed income research and portfolio analytics for seven years, specializing in credit analysis and risk assessment. Developed our fundamental analysis framework that breaks down complex financial concepts into manageable pieces. Insists that if you can't explain something to a beginner, you probably don't understand it yourself.
Ready to Start Learning?
Our next program begins in September 2025. We'll cover everything from basic financial statement analysis to building your first valuation model — all taught through practical examples and real company data.
View Our Programs
Using Real Market Data
Every exercise uses actual financial statements and market data from Canadian and US companies. You'll learn to navigate SEDAR filings, interpret quarterly earnings, and understand what analysts look for when evaluating businesses.
We update examples quarterly to reflect current market conditions, recent earnings reports, and relevant industry developments. This keeps the learning grounded in what's actually happening right now.
Small Group Format
We keep cohorts under twenty students so everyone gets individual feedback on their analysis work. You'll present company evaluations, discuss different valuation approaches, and learn from how others interpret the same data.
Some of our best discussions happen when students disagree about what a company's metrics actually mean. That's real analysis — considering multiple perspectives and testing your assumptions against evidence.
Questions Welcome
There's no such thing as a stupid question here. We've taught hundreds of students, and the ones who ask the most questions tend to develop the strongest analysis skills.
If something doesn't make sense, speak up. Chances are good that five other people have the same confusion. And often those questions lead to the most valuable discussions about how markets actually work.
You can reach us anytime at contact@soxemvylox.pro or call +15874995624 if you want to know more about our teaching approach before signing up.