Family Investing Mastery Program
Build lasting financial security for your family through proven investment strategies designed for Canadian families. Our comprehensive program combines practical education with hands-on experience.
Foundation Track
Perfect for families just starting their investment journey. We cover the basics of budgeting, emergency funds, and simple investment vehicles like index funds and RRSPs.
- Understanding Canadian tax-advantaged accounts
- Building your first diversified portfolio
- Risk assessment and goal setting
- Monthly family budget optimization
- Emergency fund strategies
Advanced Portfolio Building
For families ready to expand beyond basic investing. Learn about dividend investing, real estate investment trusts, and creating multiple income streams for your family's future.
- Advanced asset allocation strategies
- Dividend growth investing principles
- Real estate investment options
- Tax-loss harvesting techniques
- Rebalancing and portfolio maintenance
Your Learning Journey
Our 12-month program is designed to build your confidence gradually. Each phase builds on the previous one, so you never feel overwhelmed.
Getting Started
Months 1-2We begin with financial health assessment and goal setting. You'll learn about different account types available to Canadian investors and start building your emergency fund.
Building Knowledge
Months 3-5Dive into investment fundamentals, market mechanics, and risk management. You'll make your first investments with guidance and learn to read financial statements.
Advanced Strategies
Months 6-9Explore more sophisticated investment options, tax optimization strategies, and portfolio diversification. Learn about international investing and alternative assets.
Independent Investing
Months 10-12Graduate to managing your own portfolio with confidence. We provide ongoing support as you implement advanced strategies and plan for long-term wealth building.
Meet Your Instructors
Draymond Kellsworth
Portfolio Strategy & Tax Optimization
Former portfolio manager with 15 years helping Canadian families build wealth. Draymond specializes in tax-efficient investing strategies and has personally guided over 400 families toward financial independence.
Wilhelmina Greystone
Retirement & Estate Planning
Certified financial planner who focuses on long-term wealth preservation. Wilhelmina helps families navigate RRSPs, TFSAs, and estate planning to ensure generational wealth transfer.
Brixtania Moonfeld
Real Estate & Alternative Investments
Real estate investment specialist with a background in Canadian property markets. Brixtania teaches families how to diversify beyond traditional stocks and bonds through REITs and direct property investment.
Zenitha Blackwater
Family Budgeting & Savings
Former banking executive turned family finance coach. Zenitha helps busy parents optimize their household budgets and find money to invest, even on tight family budgets.
Ready to Secure Your Family's Future?
Our next cohort begins in September 2025. Limited to 25 families to ensure personalized attention and meaningful peer connections. Early enrollment includes bonus materials and one-on-one planning session.
Reserve Your Family's Spot