Teaching Canadian families practical investment strategies that grow wealth across generations. From basic portfolio building to advanced tax strategies – we make complex financial concepts accessible for every family member.
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Most investment education targets individuals. We teach families to invest together – sharing knowledge, pooling resources, and building wealth that benefits everyone.
Parents and teens learn side-by-side. When everyone understands the basics – from compound interest to risk management – family financial discussions become productive rather than stressful.
We look beyond retirement accounts. How do you teach kids about money while building education funds? How do grandparents pass wealth efficiently? These connections matter.
Real portfolios, real tax implications, real Canadian market conditions. No theoretical scenarios – we work with actual family situations and current investment opportunities.
How families typically progress through our educational programs and begin building sustainable wealth strategies.
We review your current financial picture and identify knowledge gaps. Where is everyone starting from?
Basic investment principles that everyone needs to understand – risk, diversification, tax implications, time horizons.
Building investment approaches that fit your family's specific goals, timeline, and risk tolerance.
Opening accounts, making first investments, setting up automated contributions – turning knowledge into action.
Real topics that make a difference in how Canadian families approach investing and wealth building.
Understanding RRSPs, TFSAs, RESPs, and how to use each account type effectively. Plus strategies for minimizing taxes on investment gains.
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How to build diversified portfolios using low-cost ETFs, individual stocks, and alternative investments appropriate for different family goals.
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Teaching financial literacy across generations while planning for efficient wealth transfer and estate considerations.
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Our next comprehensive program begins in September 2025. Early enrollment opens this spring with foundational materials and family assessment sessions.