Master Personal Finance Through Practical Learning

Join our comprehensive program starting September 2025. Learn investment fundamentals, budgeting strategies, and wealth-building principles from experienced Canadian financial professionals.

Start Your Journey

Building Your Financial Foundation

Most people start investing without understanding the basics. Our program changes that approach completely. We spend the first six weeks covering fundamental concepts that many wish they'd learned years earlier.

You'll work with real market data and practice calculations using actual Canadian investment scenarios. No theoretical examples—everything connects to your potential financial decisions.

The curriculum covers compound interest calculations, risk assessment frameworks, and portfolio diversification principles. But here's what makes it different: each concept includes hands-on exercises using tools you'll actually use after completing the program.

Students working with financial planning materials and calculators during a practical learning session

What You'll Actually Learn

Each module focuses on skills you can apply immediately. Our graduates often tell us they wished they'd known these strategies ten years earlier.

Investment Account Setup

Navigate TFSA, RRSP, and taxable account options. Understand contribution limits, tax implications, and withdrawal strategies specific to Canadian regulations.

Compare brokerage platforms and fees
Set up automatic contributions
Understand tax-advantaged timing

Portfolio Construction

Learn asset allocation strategies that match your age, income, and risk tolerance. Practice rebalancing techniques using real portfolio examples.

Calculate appropriate stock-bond ratios
Implement geographic diversification
Set up rebalancing schedules

Risk Management

Develop strategies for market downturns and unexpected expenses. Create emergency funds and understand insurance needs within your overall financial plan.

Build appropriate emergency reserves
Assess insurance coverage gaps
Plan for income interruptions

Long-term Planning

Map out retirement timelines and education funding goals. Use projection tools to estimate future needs and adjust current contributions accordingly.

Calculate retirement funding requirements
Project education savings needs
Adjust plans based on life changes

Guided Learning

Learn Alongside Experienced Investors

Our mentors have navigated multiple market cycles and career transitions. They share practical insights that textbooks simply can't provide. You'll have regular check-ins and can ask questions about your specific situation.

Program Structure

Twelve weeks of structured learning with weekly group sessions and monthly one-on-one conversations. Plus access to our private discussion forum where past participants share ongoing experiences and current market perspectives.

Derek Thornfield

Lead Program Mentor

Twenty years in portfolio management across Calgary's financial district. Specializes in helping new investors avoid common early mistakes.

Marcus Ashworth

Senior Advisor

Former investment banker who transitioned to education. Focuses on practical application of financial principles in everyday decision-making.

Real Results from Program Graduates

These stories come from participants who completed our program over the past two years. Everyone's situation is different, but the consistent theme is increased confidence and clearer financial direction.

Program graduates discussing their investment progress and financial planning strategies

Sarah Chen

Marketing Manager, Edmonton

"Before this program, I was paralyzed by investment options. Everything seemed risky or complicated. The step-by-step approach helped me finally open my first investment account and set up automatic contributions."

Started investing consistently and built a six-month emergency fund within eight months of program completion.

James Kowalski

Teacher, Vancouver

"The mentorship component made all the difference. Having someone to discuss my specific questions about teacher pension integration with personal investing was incredibly valuable."

Developed a comprehensive retirement strategy that coordinates pension benefits with personal savings goals.

Roberto Silva

Small Business Owner, Toronto

"Running my own business meant irregular income, which made traditional investment advice feel irrelevant. This program addressed variable income situations directly."

Created flexible investment system that adapts to seasonal business income fluctuations while maintaining consistent progress.

Next Program Begins September 2025

We limit each cohort to 24 participants to ensure meaningful mentor interaction and peer discussion. Registration opens in early summer with enrollment typically completing within two weeks.

Get Program Details Meet Our Partners

Matb Ebal