Building Financial Confidence for Your Family's Future
Our comprehensive program walks you through the fundamentals of family investing with real strategies that fit Canadian households. Over twelve weeks, you'll learn how to create a sustainable investment approach that grows with your family.
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Three-Phase Learning Journey
We break down complex investing concepts into manageable chunks. Each phase builds on the previous one, so you're never overwhelmed.
Foundation Building
Start with the basics that matter most to families. We cover budgeting strategies, risk assessment, and setting realistic goals.
- Understanding household cash flow
- Setting up emergency reserves
- Identifying your risk tolerance
- Creating a baseline investment plan
Portfolio Development
Learn to build and balance an investment portfolio that reflects your family's timeline and needs. We focus on Canadian-specific opportunities.
- Tax-advantaged accounts (TFSA, RRSP)
- Asset allocation strategies
- Index funds and ETF selection
- Rebalancing techniques
Long-Term Management
Develop the skills to maintain and adjust your investments as life changes. This phase emphasizes adaptability and consistent growth.
- Annual portfolio reviews
- Adjusting for life events
- Staying disciplined during volatility
- Planning for education and retirement
Henrik Lindgren
Former financial advisor who spent fifteen years helping Canadian families develop practical investment strategies.
Declan O'Sullivan
Education specialist focused on making complex financial concepts accessible to everyday investors.
How We Teach
Small Group Sessions
We cap each cohort at eighteen participants. This lets us address individual questions and create space for meaningful discussion. You're not just watching lectures – you're part of an interactive learning environment.
Real Scenario Practice
Every week includes practical exercises based on actual situations families face. We work through market downturns, life transitions, and portfolio adjustments together. You'll leave each session with actionable insights.
Ongoing Support Materials
Access to our resource library doesn't expire. We provide spreadsheet templates, reading lists, and recorded Q&A sessions you can reference whenever you need them.
What You'll Actually Learn
These are the specific capabilities participants typically develop through the program
Portfolio Construction Skills
Build a diversified investment portfolio that matches your family's timeline and comfort level. Understand how to select appropriate assets and maintain balance as markets shift.
Tax-Efficient Investing
Learn to maximize Canadian registered accounts and understand how different investment types are taxed. Make informed decisions about where to hold specific assets.
Goal-Based Planning
Connect your investments to specific family objectives like education funding or retirement. Create timelines and strategies that align with what matters to you.
Ongoing Management Confidence
Develop the judgment to know when to make adjustments and when to stay the course. Understand how to review performance and adapt to changing circumstances.
Program Details
Our twelve-week program runs twice yearly with carefully limited enrollment. Each cohort starts in February or September to accommodate different schedules.
Sessions happen Tuesday evenings from 7:00 PM to 9:00 PM Eastern, with recordings available for those who can't attend live.
| Course Information | |
|---|---|
| Duration | 12 weeks with weekly sessions |
| Format | Live online sessions with small group interaction |
| Time Commitment | 2-hour weekly sessions plus optional homework exercises |
| Prerequisites | None required – designed for beginners and intermediate learners |
| Group Size | Maximum 18 participants per cohort |
| Materials Included | Workbooks, spreadsheet templates, resource library access, recorded sessions |