Building wealth together through informed investment choices

Your Family's Financial Future Starts Here

We're offering practical courses designed to help Canadian families build wealth together. From teaching kids about money to planning long-term investments, our sessions focus on real strategies you can actually use. Classes begin in early 2026, and spots fill up quickly.

Family financial planning session with practical investment materials

Learning That Fits Your Schedule

Most families tell us the same thing: they want to invest smarter, but finding time feels impossible. That's why we've built courses that work around your life, not the other way around.

Our programs run in the evenings and on weekends. You can join live sessions or watch recordings later. And you're not just getting theory – we walk through actual portfolio examples, tax scenarios specific to Canadian families, and hands-on budgeting exercises.

Some folks prefer the structure of a classroom setting. Others like learning from home after the kids are asleep. We've designed these courses to accommodate both, because there's no single "right" way to learn about managing your family's money.

What's Coming in 2026

February
2026

Family Investment Foundations

Start with the basics: how to evaluate investment options that make sense for families, understanding risk when you have dependents, and setting realistic financial goals. We cover RESPs, TFSAs, and registered accounts that many Canadian families underuse.

8 weeks Tuesday evenings Hybrid format
March
2026

Teaching Kids About Money

Your children will form their relationship with money whether you guide them or not. This course shows you how to have age-appropriate conversations about saving, spending, and earning – from allowances for young kids to discussing part-time job earnings with teenagers.

6 weeks Saturday mornings In-person preferred
April
2026

Tax Planning for Families

Taxes feel confusing because the rules keep changing. We break down income splitting strategies, education credits, childcare expense claims, and how to structure investments to minimize what you owe. This isn't about dodging responsibilities – it's about keeping more of what you earn legally.

5 weeks Thursday evenings Online sessions

Who You'll Learn From

Financial instructor with extensive family portfolio experience

Callum Bergstrom

Investment Strategy

Spent fifteen years helping families structure their portfolios. Has three kids of his own, so he gets the balancing act between saving for retirement and paying for hockey equipment.

Tax specialist with focus on family financial planning

Astrid Viklund

Tax Planning

Former CRA analyst who now teaches families how to work with the system. She explains tax rules in plain language and answers the questions people are actually too embarrassed to ask.

Financial educator specializing in youth money education

Henrik Lindqvist

Youth Financial Education

Developed curriculum for teaching financial literacy to children and teens. His approach focuses on real conversations rather than lectures, which tends to work better with younger learners.

Choose How You Want to Learn

Feature Live In-Person Virtual Live Self-Paced Online
Direct instructor interaction Full access During sessions Email support only
Schedule flexibility Fixed times Some flexibility Complete freedom
Group discussions Yes Via video chat Forum only
Recording access Provided after Available same day All materials included
Completion timeline 6-8 weeks 6-8 weeks Up to 6 months
Location requirement Repentigny area Anywhere in Canada Anywhere in Canada

Registration Opens December 2025

Classes fill up within the first week, so it helps to get on the notification list. We'll send you a reminder when registration opens, along with detailed course outlines and instructor bios. No pressure, no sales calls – just straightforward information when you need it.

Get Course Updates