Family Investing Workshops & Events
Join us throughout 2025 for practical sessions designed to help Canadian families build long-term financial security together. Real conversations, real strategies, real results.
In-Person Workshops This Fall
We're hosting hands-on workshops across British Columbia where families can learn practical investing approaches. These aren't lecture-style sessions. You'll work through real scenarios, ask questions that matter to your situation, and leave with actionable strategies you can start using right away.
Building Your First Family Portfolio
Start from scratch with confidence. We'll walk through portfolio construction basics, risk assessment for families, and how to align investments with your life goals. Perfect if you've been hesitant to begin investing or want to restructure what you already have.
Teaching Kids About Money & Markets
Bring your teens. This interactive session covers how to introduce investing concepts to younger family members in ways that actually stick. We'll discuss age-appropriate strategies and how to make financial literacy a natural part of family conversations.
Tax-Efficient Strategies for Families
Canadian tax laws offer specific advantages for family investing, but they're not always obvious. Learn how to structure accounts, time contributions, and coordinate strategies between family members to keep more of what you earn.
Monthly Virtual Learning Series
Can't make it in person? Our online sessions run every third Thursday evening, covering topics that families actually ask about. Past sessions have included managing investment accounts during life transitions, rebalancing strategies that work with busy schedules, and understanding when to adjust your approach.
Next Virtual Session: August 21, 2025 at 7:00 PM PST - "College Savings vs. Retirement: Finding the Balance"
Each session includes live Q&A time. And you're not stuck listening to someone talk at you for an hour. We keep presentations under 30 minutes, then open up for real questions. Recording available if you need to join late or watch again later.
Quarterly Family Investor Meetups
Sometimes the best learning happens over coffee with other families facing similar decisions. Our casual meetups bring together people at different stages of their investing journey. No formal presentations, just honest discussions about what's working, what's challenging, and what everyone's figuring out along the way.
Summer Meetup
Join us at a local café in Squamish for open discussion about mid-year portfolio reviews and summer planning. Bring your questions, share your experiences, or just listen and learn from others.
Fall Planning Session
As the year winds down, families start thinking about tax planning and next year's goals. This informal gathering focuses on year-end strategies and setting realistic expectations for 2026.
Who You'll Learn From
Our events feature financial professionals who work directly with Canadian families. They're not here to sell products or push complex strategies you don't need. Just practical guidance from people who've helped families navigate these decisions for years.
Lennart Voss
Portfolio Strategy Specialist
Lennart has spent 12 years helping families structure portfolios that match their actual risk tolerance, not what they think they should be comfortable with. His approach focuses on sustainable strategies rather than chasing trends.
Dimitri Kowalenko
Tax Planning Advisor
Dimitri specializes in Canadian tax strategies for family investing. He breaks down complex tax rules into language that makes sense and helps families coordinate accounts to minimize what they owe.
Callum Thorne
Financial Education Consultant
Callum works with families to develop age-appropriate financial literacy for kids and teens. He's developed practical frameworks that parents can use to teach investing concepts without overwhelming young learners.
Reserve Your Spot
Space is limited for in-person workshops to keep sessions interactive and personal. Virtual events have more flexibility, but we still recommend registering early to receive reminder emails and session materials in advance.
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