ACTIF

What ACTIF does

ACTIF (Réseau québécois d'éducation au placement) is a Quebec-based financial education cooperative founded in 1999 and headquartered in Montreal. The organization provides structured investment education to individual investors, active traders, and investment clubs, primarily serving French-speaking markets in Quebec and Canada. ACTIF's core offering is a progressive curriculum spanning beginner to advanced levels, covering portfolio management, technical analysis, fundamental analysis, ESG investing, and trading psychology, delivered through in-room training in Montreal and synchronous online webinars.

The company operates as an authorized reseller and certified training provider for MetaStock technical analysis software (D/C end-of-day at $649 and R/T real-time at $1,815), integrated with Thomson Reuters DataLink and MetaStock XENITH for market data feeds. Its product ecosystem includes structured courses ($385-$2,824), combo training packages ($1,045), an extensive French-language book catalog ($24.95-$103.95), and individual memberships ($35 renewal / $43.70 new). The Édu-Club investment club-school program offers annual subscriptions at $595, providing 12 monthly meetings, 3 performance evaluations, and web collaboration tools for collective portfolio management learning.

Revenue mechanics combine subscription recurring streams (memberships, Édu-Club annuals) with one-time license sales (software, courses, books). Distribution is direct-to-consumer through the actif.net e-commerce platform, supplemented by SEO-driven organic content discovery and email/newsletter communications. The business operates with 1-10 employees as a member-owned cooperative, with no external funding, acquisitions, or institutional investment disclosed.

Name

ACTIF

Legal name

ACTIF - Réseau québécois d'éducation au placement

Website

https://actif.net

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1–10 employees

Short description

ACTIF is a Quebec financial education cooperative founded in 1999 that delivers French-language investment training, MetaStock software resale, and investment club programs to individual investors and investment clubs across Quebec and Canada.

Ownership category

akta.pro rank

Product category

Financial Education and Investment Training

NAICS

Professional and Management Development Training (611430), Professional Organizations (813920)

SIC

Services-Educational Services (8200), Services-Membership Organizations (8600)

akta.pro primary industry

Investing Fundamentals (Stocks, Bonds, Funds, Risk) (EDAAAJAH)

Keywords

• Financial education
• Investment training
• Technical analysis software
• Portfolio management courses
• Retirement planning education

Headquarters

HQ city

Montréal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Supply Chain, Technology or R&D

Revenue model

1. Training and Education Services: Comprehensive financial education programs including workshops, seminars, and certification courses. Revenue generated through course fees ranging from $385 to $2,824.50 per program, with combo packages offering 15% discounts.
2. Membership Subscriptions: Individual membership with annual fees of $35 (renewal) and $43.70 (new membership). Members receive discounts on training courses and software purchases.
3. Software Sales (MetaStock): Resale of MetaStock technical analysis software. D/C version at $649 (end-of-day) and R/T version at $1,815 (real-time). Additional revenue from data subscriptions ranging from $9.95 to $150/month depending on market coverage.
4. Book Sales: Educational books on investing, technical analysis, fundamental analysis, behavioral finance, and trading strategies. Prices range from $24.95 to $103.95 per book.
5. Édu-Club Investment Club Formation: Annual subscription program for investment club education including 12 monthly meetings, 3 performance evaluation sessions, research and analysis clinics, and web collaboration services. Fee of $595 for annual subscription.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels3 records

Core offering

ACTIF is a Quebec-based financial education cooperative that delivers in-person and online training courses on investing, portfolio management, financial planning, and technical analysis. It resells MetaStock charting and analysis software, distributes investment-related books, and operates the Édu-Club investment club-school, where members manage a real practice portfolio with coaching.

Product overview

ACTIF (Réseau québécois d'éducation au placement) is a Quebec-based financial education cooperative offering a comprehensive portfolio of investment education products and services. The core offerings include MetaStock 15 D/C and R/T stock analysis software (both sold and supported through associated training courses), structured training courses ranging from beginner to advanced levels covering portfolio management, technical analysis, fundamental analysis, and ESG investing, investment club (club-école) membership programs, and an extensive catalog of financial education books. The product ecosystem is designed as a progressive learning journey from basic investment concepts through advanced trading strategies, with the MetaStock software serving as the primary analytical tool across multiple courses and the club-école providing hands-on portfolio management experience.

Differentiator

Problem solved

Functional benefit

Brands

• Édu-Club: An investment club-school program where members participate in collective portfolio management for educational purposes, including monthly meetings, performance evaluations, and research and analysis clinics.
• Centre de formation ACTIF

Products and services

• MetaStock 15 D/C (Daily/Closing) End-of-day charting and technical analysis software, distributed by ACTIF in Quebec, intended for individual investors and traders who analyze closing prices.
• MetaStock 15 R/T (Real-Time) Real-time charting and technical analysis software distributed by ACTIF, used by active traders requiring live market data feeds.
• Individual Membership Annual cooperative membership granting individual members access to the ACTIF community and associated training benefits.
• Édu-Club Training Package (Forfait formation Édu-club) Annual training and portfolio-management package included with Édu-Club investment club shares, providing coaching sessions, training, and managed practice-portfolio participation.
• Investment Club Shares (Parts du club-école) Shares in the ACTIF Édu-Club investment club-school, used to access the practice portfolio managed cooperatively by members.
• Initiation aux marchés financiers 1 et 2 Beginner-level course introducing financial markets and their functioning, aimed at novice individual investors.
• Initiation à la gestion des placements Beginner course covering the fundamentals of investment management, for new self-directed investors.
• Planification financière Course on personal financial planning, including retirement, taxation, and wealth-building topics, targeted at individual investors.
• MetaStock 1 – Fonctions de base Course on basic functions of the MetaStock platform, for users learning to navigate and apply the software.
• MetaStock 2 – Conception et optimisation Advanced course covering the design and optimization of trading systems within MetaStock, for users building systematic strategies.
• Analyse technique, intra et inter séances Course on intraday and inter-session technical analysis methods, for active and intermediate traders.
• Méthodes de recherche et de sélection de titres Course on stock-screening and security-selection methods, for investors building watchlists and portfolios.
• Pratique de négociation d'actions Course focused on the practical aspects of equity trading, including order types and execution, for active individual traders.
• Clinique de recherche et analyse de titres Hands-on clinic for researching and analyzing individual securities, offered to cooperative members.
• Outils d'analyse et de négociation Course covering analysis and trading tools and platforms, for investors building a working toolkit.
• Le placement socialement responsable et la gestion des risques ESG Course on socially responsible investing and ESG risk management, for individual investors incorporating ESG criteria.
• Initiation aux approches et techniques chartistes Introductory course on charting techniques and approaches, for investors learning chart-based technical analysis.
• Indicateurs et oscillateurs techniques Course on technical indicators and oscillators, for traders applying quantitative technical signals.
• Interprétation des graphiques P&F et des chandeliers japonais Course on interpreting Point & Figure charts and Japanese candlesticks, for technical-analysis practitioners.
• Acquérir les fondements de l'analyse technique (Combo) Bundled combo course covering the fundamentals of technical analysis, packaged at a combined price for individual learners.
• Analyse technique – Théories et méthodes Reference book on technical-analysis theories and methods, distributed by ACTIF to individual learners.
• Gagner avec l'analyse technique Book focused on profiting from technical-analysis approaches, sold to individual investors.
• Analyse technique de A à Z Comprehensive A-to-Z reference on technical analysis, distributed by ACTIF.
• Pratique de l'analyse technique Book on the practical application of technical analysis, sold to individual learners.
• Chandeliers et techniques d'Extrême-Orient Book on Japanese candlesticks and Far Eastern charting techniques, distributed by ACTIF.
• Comment protéger votre marge de profit à l'international Book on protecting profit margins in international business, distributed by ACTIF.
• Exubérance irrationnelle Book on irrational exuberance and market bubbles, distributed by ACTIF to individual investors.
• Entrées et sorties Book on entries and exits in trading, sold to active individual traders.
• Cinq points pour réussir en trading Book summarizing five key points for trading success, distributed by ACTIF.
• In-Room Training (Formation en salle) In-person training sessions delivered in ACTIF's Montreal training room, scheduled on a term-by-term basis for individual learners.
• Online Training (Formation en ligne / Webinaire) Online training sessions and webinars, delivered remotely to individual learners across Quebec and beyond.

Quantifiable outcome

• 学员完成Édu-Club项目后可获得12个月的实际投资组合管理经验
• +1 more outcomes

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Equis International (MetaStock)coreTechnology or IntegrationEquis International is the developer and publisher of MetaStock, one of the world's leading technical analysis software platforms. ACTIF serves as an authorized MetaStock reseller and certified training provider in Quebec, offering software sales, subscriptions, and professional training courses on MetaStock tools.
• Thomson Reuters (DataLink)coreTechnology or IntegrationThomson Reuters provides financial market data through its DataLink service, which is integrated with MetaStock software sold by ACTIF. ACTIF facilitates subscriptions for North American, European, Asian, and other global market data feeds required for MetaStock functionality.
• OptionDevisesminorStrategic or Co-development PartnerACTIF distributes currency risk management books authored by Normand Faubert of OptionDevises, including 'Comment protéger votre marge de profit à l'international' (How to protect your profit margin internationally).

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Investopedia Academy: A large-scale online financial education platform offering investing, technical analysis, and portfolio management courses. Comparable to ACTIF's curriculum but reaches a global English-speaking audience at lower price points, representing both a substitute and a competitive threat to ACTIF's Quebec franchise.
• TMX / Bourse de Montréal (Investor Education): The Toronto Stock Exchange operator runs investor-education programs for Canadian retail investors. Comparable as a provider of free or low-cost financial market education to Canadian audiences, though TMX is a market operator rather than a training company.
• Khan Academy (Finance & Capital Markets section): A globally recognized free education platform with deep investing, capital markets, and personal finance content. Represents the free-tier substitute that ACTIF's paid investment courses must compete against for new-investor attention.
• Coursera (Investing Specializations): Hosts investing and financial markets specializations from top universities at modest price points with on-demand video delivery. Directly comparable to ACTIF's portfolio management and technical analysis content but with a more modern, scalable delivery model.

Others

• MetaStock (Equis International): The software vendor behind ACTIF's flagship MetaStock D/C and R/T resale business. While a partner rather than a competitor, MetaStock's own customer education materials partially substitute for ACTIF's paid MetaStock training courses.
• Questrade (Learning Center): A Canadian discount broker with a learning center of investing articles, webinars, and courses. Comparable to ACTIF as a Canadian-source of investing education and a potential distribution channel conflict for the Quebec retail investor audience.
• Autorité des marchés financiers (AMF): The Quebec financial markets regulator publishes free investor education and fraud-prevention content to retail investors. Comparable to ACTIF as a Quebec-focused source of investor knowledge, though AMF content skews toward regulatory awareness rather than active-trading technique.
• TD Direct Investing (Education Center): A major Canadian broker offering extensive free investor education content as a customer acquisition tool. Represents a substitute for ACTIF's beginner-to-intermediate curriculum, particularly for self-directed investors in Quebec who bank with TD.

Direct peers

• Online Trading Academy: A for-profit trading education firm teaching technical analysis, charting, and active investing strategies through instructor-led classes. Closely comparable to ACTIF's core offering of in-person/webinar technical analysis and MetaStock-based courses for self-directed investors.

Emerging players

• Wealthsimple Learn: A Canadian robo-advisor with a free, mobile-first 'Learn' financial education hub targeting younger Canadians. Directly comparable to ACTIF's beginner curriculum but with a digital-first product experience that ACTIF currently lacks.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ACTIF