Real Families, Real Growth

These aren't quick wins. They're stories about families who've built something that lasts—through markets shifting, kids growing up, and life throwing curveballs.

Following Families Over Time

We checked back with families who started with us years ago. Here's what actually happened when they stuck with the fundamentals.

Lenore Balfour

Elementary Teacher, Calgary

Started 2019

Six Years of Consistent Action

2019: Started with basic registered accounts and a single index fund after attending our Edmonton workshop
2021: Weathered market volatility without panic selling—kept regular contributions going
2023: Added education savings after second child arrived, adjusted allocation based on changing timeline
2025: Portfolio reflects compound growth from patience and discipline, not speculation

"The hardest part was staying boring. Everyone at work talked about crypto and day trading. But watching our accounts grow from just showing up every month? That's been worth more than any hot tip."

The Drummond Family

Small Business Owners, Halifax

Started 2018

Building Through Business Cycles

2018: Started investing during profitable year, learned to separate business cash from family investments
2020: Business took a hit during lockdowns but kept personal investments separate and protected
2022: Used recovery to catch up on contributions, rebalanced when markets dropped
2025: Business stable again, investment discipline now automatic regardless of revenue fluctuations

"We used to think investing was something you did when business was good. Learning to treat it separately saved us during the tough years. Now it's just part of how we operate, like paying suppliers."

What Families Actually Say

No scripts. Just honest feedback from people navigating the same financial decisions you're facing.

The biggest shift wasn't learning some secret strategy. It was realizing we didn't need one. Low-cost funds, regular contributions, ignoring noise—that's genuinely all we've done for four years. Our kids see us reviewing statements together now instead of avoiding money conversations.

Rhiannon Tolliver

Parent of three, Winnipeg • Member since February 2021

I finally understand what my RRSP is actually doing. That alone was worth it. No jargon, just straight explanations that stick.

— Jurgen Falk, Red Deer

We stopped trying to time the market after the 2022 session on volatility. Best decision we made. Just kept going while others panicked.

— Callista Zheng, Victoria

My parents never talked about money. Now I'm teaching my daughter about compound interest at age nine because I actually get it myself.

— Darius Pemberton, Saskatoon

What Matters Most

Starting Is Everything

Most families spend months researching the perfect approach. Meanwhile, they're missing contributions and compound time. The families who see results? They started with whatever made sense, then adjusted as they learned.

You don't need to understand every investment vehicle before opening an account. You need to begin somewhere reasonable and build knowledge as you go.

Consistency Beats Cleverness

The families in our program who've built substantial portfolios didn't outsmart anyone. They just kept showing up with their monthly contributions through boring markets and scary ones.

Real example: A family contributing $400 monthly since 2019 now has more than someone who started with $10,000 but stopped contributing after six months.

Time Does the Work

After a few years, returns on returns start doing more than new contributions. That's when families realize why they stuck with it. The first year feels slow. Year five feels different.

Ready to Start Your Own Story?

Our next family investing cohort begins September 2025. Learn the basics, avoid common mistakes, and connect with other families figuring this out together.

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