Building Your Family's Financial Future Together
Teaching Canadian families practical investing skills since 2018. Our approach focuses on realistic wealth building through education, not promises of overnight riches. We believe every family deserves clear, honest guidance on their investment journey.
Explore Our Programs
Start Where You Are, Not Where You Think You Should Be
Most investment education assumes you already understand the basics. We start with your actual situation — whether that's your first 0 to invest or managing an inheritance you never expected.
Our Canadian families tell us they appreciate the straightforward approach. No complex jargon about derivatives or options trading. Just clear explanations of index funds, RRSPs, and TFSAs that actually make sense for regular people with regular jobs.
The reality? Building wealth takes time. Our programs prepare you for the marathon, not a sprint. We cover everything from setting up your first investment account to understanding market volatility without panic-selling your holdings.
Real-World Examples
Case studies from Alberta families who built portfolios from scratchCanadian Tax Focus
RRSP vs TFSA decisions that actually matter for your situationMistake Prevention
Common errors we've seen families make and how to avoid themLong-Term Thinking
15-20 year wealth building strategies, not get-rich-quick schemesInvestment Education That Fits Family Life
Evening Sessions
Classes scheduled after dinner when kids are settled. We understand parents need flexibility, not more stress in their schedules.
Partner-Friendly
Bring your spouse or partner. Financial decisions affect the whole family, and we encourage both parents to participate together.
Practical Homework
Assignments you can complete in 20-30 minutes while reviewing your own accounts. No theoretical exercises — just your actual finances.
Your Learning Journey Timeline
Most families complete our core program in 6-8 months. Here's what that typically looks like:
Months 1-2: Foundation
Understanding your current financial picture. Setting up accounts with Canadian brokerages. Learning to read investment statements without confusion.
Months 3-4: Strategy
Building your first diversified portfolio. Understanding Canadian ETFs and index funds. Making your initial investments with confidence.
Months 5-6: Implementation
Regular investing habits. Automatic contributions to RRSPs and TFSAs. Handling market ups and downs without emotional decisions.
Months 7-8: Advanced
Tax optimization strategies. Estate planning basics. Teaching your children about money and investing for their future.
Kendra MacPherson
Lead Instructor & Program Developer
Why We Don't Promise Quick Returns
After working with over 400 Canadian families, I've noticed something important. The families who build real wealth don't chase hot stock tips or try to time the market. They learn the fundamentals, start investing regularly, and stay patient through market cycles.
That's not exciting enough for social media posts, but it's what actually works. Our program teaches you these proven strategies, adapted for Canadian tax rules and investment options.
Market Reality Check
Average market returns over 20 years are solid but not spectacular. We teach you to work with reality, not against it.
Canadian Context
All examples use Canadian brokerages, Canadian ETFs, and Canadian tax situations you'll actually encounter.
Family Focus
Investment strategies that work for parents juggling mortgages, childcare costs, and retirement savings simultaneously.
Ongoing Support
Questions don't stop after graduation. Our community forum keeps you connected with other families on similar journeys.
Ready to Begin Your Family's Investment Education?
Our next program cohort starts in September 2025. Early registration includes bonus sessions on tax planning and a private community forum for ongoing support.