Building Financial Confidence Together

Most families want to invest but get stuck on where to start. We've spent years helping Canadian families figure this out—not through quick fixes, but through practical learning that actually sticks.

Our program runs September 2025 through March 2026. You'll work through real scenarios, ask questions that matter to your situation, and connect with other families navigating similar challenges. No jargon overload. Just straightforward guidance.

Family reviewing investment documents together at kitchen table

What You'll Actually Learn

Understanding Investment Basics

Stocks, bonds, ETFs—we break down what these really mean and how they fit into your family's goals. You'll leave knowing which tools make sense for you.

Building Your First Portfolio

This is where theory meets practice. We walk through asset allocation based on real family budgets and timelines, not textbook examples.

Managing Risk and Emotions

Markets go up and down. We'll talk about handling volatility without panic-selling, and how to keep your long-term plan on track when news gets scary.

Tax-Advantaged Accounts

RRSPs, TFSAs, RESPs—Canadian families have great options. We'll explain which ones to prioritize and how to maximize their benefits.

How the Program Works

Six months might sound like a lot, but it's designed to fit into busy family life. You get access to materials each month, join live sessions when you can, and work through exercises at your own pace.

Months 1-2: Foundation

We start with the fundamentals—what investing actually is, common myths, and how to think about your family's financial picture holistically.

Months 3-4: Application

You'll build a draft investment plan based on your situation. Get feedback, adjust, and start seeing how pieces fit together.

Months 5-6: Implementation

Time to put plans into action. Open accounts, make first investments, set up automatic contributions. We're here as you take these steps.

Instructor leading interactive family finance workshop

Who's Teaching

Liora Tannenbaum

Lead Instructor

Liora spent fifteen years in financial planning before shifting to education. She's worked with hundreds of Canadian families and knows the questions that keep people up at night.

Callum Driscoll

Portfolio Specialist

Callum handles the technical side—portfolio construction, rebalancing strategies, and tax optimization. He makes complicated topics feel manageable.

Ready to Get Started?

Our next cohort begins September 15, 2025. Spots are limited because we keep groups small—better conversations, more personalized support. If you've been thinking about investing but haven't taken the first step, this might be what you need.

Get Program Details