Family Investment Education Program
Build lasting financial knowledge through structured learning designed for Canadian families ready to take control of their investment future
Start Your Learning JourneyFind Your Path Forward
Every family's financial situation is different. Our guided approach helps you discover which learning track makes sense for your specific goals and timeline.
New to Investing?
Starting from scratch can feel overwhelming. We break down investment basics into digestible weekly sessions, covering everything from understanding market fundamentals to building your first diversified portfolio. Perfect for families who want to begin but don't know where to start.
Have Some Experience?
Already investing but want to improve your strategy? Our intermediate track focuses on portfolio optimization, risk management, and advanced techniques like dollar-cost averaging and rebalancing. Great for those with existing investments who want better results.
Ready for Advanced Strategies?
Experienced investors often benefit from learning about tax-efficient investing, estate planning considerations, and alternative investment options. This track covers sophisticated approaches while keeping things practical for real-world application.
Teaching Your Family?
Want to involve your spouse or older children in investment decisions? Our family-focused modules show how to have productive money conversations, set shared financial goals, and create investment plans that everyone understands and supports.
Structured Learning That Actually Works
We've designed our program around how busy Canadian families actually learn best. Short, focused sessions that build on each other, with practical exercises you can complete in your own time.
Weekly Live Sessions
Join us every Wednesday evening for 90-minute sessions covering one key topic. We keep groups small - usually 8-12 families - so everyone gets personalized attention. Sessions are recorded if you can't make it live.
Between-Session Practice
Each week comes with simple homework assignments. Things like researching a specific ETF, calculating your risk tolerance, or practicing portfolio rebalancing with our online tools. Takes about 30-45 minutes.
Real Portfolio Building
By week six, you'll start building an actual investment portfolio with real money (whatever amount you're comfortable with). We guide you through opening accounts, making your first trades, and setting up automatic contributions.
Learn From People Who've Been There
Our instructors aren't just textbook experts - they're Canadian families who've built substantial investment portfolios while managing real-life challenges like job changes, home purchases, and raising kids.
Derek Bjornsen
Portfolio Strategy
Started investing with just $500 twenty years ago while working as an electrician in Calgary. Now manages a seven-figure portfolio and teaches families how to build wealth steadily without taking unnecessary risks.
Magnus Tolbert
Tax-Efficient Investing
Former accountant who discovered how much taxes were eating into investment returns. Specializes in helping families maximize their RRSPs, TFSAs, and RESPs while minimizing unnecessary tax drag on their portfolios.
Elias Nordstrom
Family Financial Planning
Helped his family navigate three major career transitions while maintaining steady investment contributions. Focuses on creating flexible investment plans that adapt to life's unexpected changes.
12-Week Investment Foundations
Our flagship program runs from September through November 2025, giving Canadian families a complete foundation in investment strategy. You'll finish with an active portfolio and the knowledge to manage it confidently for decades to come.
Weekly sessions covering everything from basic concepts to advanced portfolio management
Hours of direct instruction plus ongoing email support throughout the program
Lifetime access to our private forum where alumni share strategies and ask questions
