Building Wealth Together Since 2019

Teaching Families How Money Actually Grows

We spent years learning the hard way that investing isn't about getting rich quick—it's about making smart, consistent choices that protect what you've built while helping it grow.

Explore Our Teaching Approach Who We Are

Real Experience

Why We Started Teaching Families About Money

Back in 2017, my partner and I were sitting at our kitchen table trying to figure out what to do with some money we'd saved. Everyone had opinions—coworkers, family members, people at barbecues who suddenly became experts when the topic came up.

The problem? Most advice either assumed we had way more money than we did, or it was so simplified it was basically useless. We wanted something in between—practical guidance that acknowledged we had kids, a mortgage, and weren't looking to gamble on the next big thing.

After spending two years figuring things out (and making some mistakes), we realized other families probably faced the same confusion. That's when we started sharing what we learned.

Family discussing financial plans at kitchen table

How We Think About Family Investing

These aren't rules carved in stone. They're the principles that kept us from making expensive mistakes and helped us sleep better at night.

Start With What You Actually Have

Most investing advice assumes you can set aside hundreds every month. But what if you're working with fifty bucks? Or dealing with debt? We focus on realistic starting points—because beginning with $75 a month is infinitely better than waiting until you have more.

Understand Before You Invest

If you can't explain an investment to your teenager in two minutes, you probably shouldn't put money in it. We break down concepts until they make sense—not because we think you're incapable, but because financial jargon is deliberately confusing.

Plan for Life, Not Just Returns

Your kid's university fund behaves differently than your retirement savings. We teach you to match investment strategies to actual life goals—whether that's buying a cottage in fifteen years or making sure you're set by sixty.

Keep Fees From Eating Your Lunch

A 2% management fee sounds tiny until you realize it can cost you tens of thousands over twenty years. We show families how to spot fee traps and choose options that don't quietly drain their accounts.

What Makes Our Teaching Different

We're not trying to turn you into a day trader or convince you that investing is exciting. It's mostly boring—and that's exactly how it should be.

Real Numbers, Real Scenarios

We use actual case studies from families we've worked with—anonymized, but with real figures that show what growth looks like over five, ten, twenty years. No hypothetical perfection.

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Risk That Makes Sense

Every investment carries risk. We help you understand what you're actually risking, what the downside looks like, and whether it matches your situation. Sometimes the answer is "not right now."

Built for Canadian Families

RRSPs, TFSAs, RESPs—these aren't just acronyms, they're tools that work differently depending on your income and goals. We focus on strategies that make sense within the Canadian tax system.

Learning From People Who've Been There

Person reviewing financial documents with confidence

Real Story

From Confused to Confident in Eighteen Months

When Brynn joined our February 2024 workshop, she had $4,000 sitting in a savings account earning basically nothing. She'd been paralyzed by choice—every article she read contradicted the last one.

We didn't tell her what to do. Instead, we walked through her specific situation: single income, two kids, wanting to retire at 62. By April, she'd opened her first TFSA. By September, she'd started regular contributions. Now? She checks her accounts maybe once a month and actually understands what she's looking at.

Brynn Kessler Retail Manager, Mississauga

Starting Late Doesn't Mean Starting Wrong

People in their forties and fifties often think they've missed the boat. They haven't—they just need a different strategy that accounts for a shorter timeline and different priorities.

What Changed After Our March Workshop

Sixteen families showed up. Twelve of them had money just sitting in regular savings accounts. By July, nine had redistributed at least some of it. That's not magic—that's what happens when things finally click.

Educational workshop environment with engaged participants

Our Next Round Starts February 2026

We keep groups small—usually around twenty families—because everyone's situation deserves attention. Spring sessions fill up by January, so if you're thinking about it, now's the time to look at what we offer.

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