Build Real Wealth Knowledge Together

Our family investing program isn't about quick wins or complicated formulas. We teach practical approaches that work when you're balancing everyday expenses with long-term goals. Starting September 2025, join families across Ontario who are learning to make confident financial decisions.

Reserve Your Spot

How the Program Actually Works

We've broken down investing basics into four stages that make sense for busy families. Each phase builds on what you learned before, so nothing feels overwhelming or disconnected from your real life.

Foundation Month

You'll map out your current financial picture and identify what you're actually working with. This means looking at income, expenses, and what's left over without any judgment or pressure.

Weeks 1-4

Strategy Development

Here's where you choose investment approaches that fit your family's timeline and comfort level. We cover RESPs, TFSAs, and basic portfolio construction using Canadian options.

Weeks 5-10

Implementation Practice

You start making actual moves with guidance. Open accounts, make first investments, set up automatic contributions. We walk through each step so it's not confusing.

Weeks 11-16

Ongoing Support

After the main program wraps, you get quarterly check-ins through 2026. These sessions help you adjust as life changes and answer questions that come up along the way.

Months 5-12

Family reviewing financial documents together at kitchen table

What You'll Actually Learn

Each workshop focuses on one specific skill or concept. No fluff, no theoretical stuff you can't use. Just practical information you can apply right away.

Budget Reality Check

Figure out where your money actually goes each month and find areas where you can redirect funds toward investing without feeling squeezed.

Account Types Decoded

RRSPs, TFSAs, RESPs—we explain what each one does, when to use them, and which makes sense for your situation first.

Risk and Time Horizons

Match your investments to your timeline. Short-term goals need different approaches than retirement planning, and we show you how to balance both.

Building Your First Portfolio

Choose index funds, ETFs, or managed options that work for Canadian investors. We walk through fees, diversification, and what to avoid.

Kids and Money Basics

Set up education savings and teach children about investing in age-appropriate ways. This includes RESP strategies that maximize government grants.

Staying on Track

Create systems for reviewing investments, rebalancing when needed, and adjusting as your family situation changes over time.

Who You'll Learn From

Our instructors have spent years helping Ontario families navigate investing. They've all worked with regular people managing real budgets, not just wealthy clients with complex portfolios.