Building Confident Family Investors
Our structured learning program walks you through real investment strategies families actually use. No jargon overload. Just practical knowledge you can start applying with your own household finances.
Start Your Journey
How We Approach Family Investment Education
Most programs throw theory at you and call it a day. We work differently—building knowledge step by step, so each lesson connects to the next.
Foundation Building (Months 1-2)
We start with what actually matters for families. Understanding risk tolerance when you have kids to think about. Sorting through Canadian tax considerations. Looking at your household budget honestly and finding investment capacity without sacrificing stability.
Strategy Development (Months 3-5)
This is where things get interesting. You'll explore different investment vehicles—RESPs, TFSAs, RRSPs—and figure out which combinations work for your situation. We walk through portfolio construction with real Canadian families as case studies, not generic textbook examples.
Risk Management (Months 6-8)
Market volatility hits different when it's your family's future on the line. You'll learn how to balance growth potential with protection strategies. We cover insurance considerations, emergency fund sizing, and how to adjust your approach as life circumstances change.
Long-Term Planning (Months 9-12)
The final phase focuses on sustainability. How do you maintain your investment strategy through career changes, housing moves, or unexpected expenses? We help you build flexibility into your plans and teach you when to seek professional guidance versus handling decisions yourself.
Meet Your Program Guides
Esmée Vaillancourt
Portfolio Strategy Lead
Esmée spent twelve years with a Quebec credit union before shifting to family investment education. She gets the specific challenges Canadian families face and brings that regional insight to every session.
Thora Bergström
Risk Assessment Specialist
After navigating her own family's investment journey through two recessions, Thora knows how to prepare households for market uncertainty. Her practical approach cuts through the fear-based noise you find elsewhere.
Linnea Dahl
Tax Strategy Advisor
Linnea demystifies Canadian tax implications for family investors. She helps you understand how different account types affect your returns and teaches you to structure investments with tax efficiency in mind.
Common Questions About Getting Started
Here's what families usually want to know before committing to the program.
What if we don't have much to invest yet?
That's actually fine. The program focuses on building knowledge first, not requiring large investment amounts. Many families join while still in the planning phase, using the twelve months to prepare their finances and understand strategies before committing serious money.
The next cohort starts in September 2025, which gives you time to assess your current situation.
How much time does this actually require each week?
Most participants spend 3-4 hours weekly on coursework and exercises. We design everything with working parents in mind, so materials are accessible on your schedule. Live sessions are recorded if you miss them.
See how past families structured their learning timeIs this relevant for single-income households?
Absolutely. Investment strategies apply regardless of how many incomes your household has. We cover approaches that work for various financial situations, including single-income families who need to balance current expenses with future investment goals.
Do you cover cryptocurrency or alternative investments?
We touch on alternative assets briefly, but the program centers on traditional investment vehicles that most Canadian families actually use. If you're looking for crypto-focused education, this might not be the right fit.
Ask about our curriculum in detail