Building Family Wealth Through Smart Investing
We teach Canadian families how to make confident investment decisions that align with their values and long-term goals. No jargon, no pressure—just practical financial education.
Explore Our Program
How We Think About Money
Education First
We're not selling you products. Before you invest a single dollar, you need to understand what you're doing and why. Our programs focus on building knowledge that stays with you for decades.
Family-Centered
Your investment strategy should reflect what matters to your family. Whether that's saving for education, planning retirement, or creating generational wealth—we help you build around your priorities.
Long-Term Focus
Quick wins and market timing aren't our style. We teach families to think in years and decades, building sustainable wealth through disciplined approaches that weather different market conditions.
The Thornwick Family Journey
When Linnea and Vaughn Thornwick joined our program in early 2022, they had retirement accounts they didn't really understand and a vague sense they should be doing more. Their kids were approaching university age, and they felt behind.
Three years later? They've built a structured investment approach that makes sense to them. They understand their asset allocation, know why they own what they own, and have stopped making emotional decisions during market dips.
"The best part wasn't the portfolio growth—it was finally feeling confident about our financial decisions. We're not guessing anymore, and that changes everything about how we sleep at night." — Linnea Thornwick
Their story isn't about dramatic returns. It's about a family that went from financial anxiety to financial clarity, and built habits they'll use for the rest of their lives.
What You'll Actually Learn
Understanding Risk and Return
Not all risk is bad, and not all returns are created equal. We break down how different asset classes behave over time, and help you figure out what risk levels match your family's situation and timeline.
Building Your Framework
You'll develop a personal investment philosophy based on your values, goals, and constraints. This becomes your decision-making compass—the thing that keeps you steady when markets get weird.
Portfolio Construction
Learn how to actually build a diversified portfolio that makes sense for Canadian investors. We cover tax considerations, account types, and how to balance growth with stability as your needs change.
Maintaining Discipline
The hardest part of investing isn't the technical stuff—it's sticking to your plan when everyone around you is panicking or chasing hot trends. We teach behavioral strategies that help you stay the course.
Who This Works For
Saskia Pemberton
Joined September 2023
I'd been investing for years but honestly didn't know what I was doing—just copying what I read online. Going through this program forced me to actually think about my strategy and build something intentional. Now I can explain every position in my portfolio and why it's there. That confidence is worth more than any single investment return.