Building Financial Confidence for Your Whole Family
We teach practical money skills that actually work. Whether you're starting from scratch or looking to grow what you've already built, our courses meet you where you are. Real strategies, no confusing jargon, and support from people who understand Canadian families.
Explore Our Courses
How We Teach Differently
Most financial education feels like it's written in another language. We break it down into simple steps that make sense for busy families.
Start With Your Reality
We don't assume you have extra cash sitting around. Every lesson considers real household budgets and competing priorities like kids' activities, mortgage payments, and everyday expenses.
Learn at Your Speed
Life gets hectic. Our courses fit around your schedule with video lessons you can pause, rewatch, and revisit whenever you need a refresher. No pressure to keep up with a class.
Practice With Real Examples
You'll work through actual scenarios using Canadian accounts, RRSP rules, and TFSA limits. The worksheets and calculators mirror what you'll encounter in the real world.
Build Step by Step
Each course connects to the next, so you're gradually developing a complete picture. Start with emergency savings, then explore investing basics, and eventually plan for bigger goals.
Get Honest Answers
We're here when questions pop up. Email us your specific situation, and we'll point you in the right direction without pushing products or making you feel like you should already know this stuff.
See Long-Term Progress
Financial skills compound over time. What you learn this year becomes easier next year, and the year after that you'll wonder why this all seemed so complicated back in the beginning.
Your Learning Path
Foundation Course
You'll start by mapping your current situation. What's coming in, where it's going, and what you'd like to change. We walk through creating a budget that doesn't make you feel deprived, building an emergency fund that fits your life, and understanding basic account types in Canada.
Most people finish this in three to four weeks, though you can take longer if you need to. The key thing is actually doing the exercises, not just watching videos.
Investment Basics
Once you've got some stability, we introduce investing concepts. How stocks and bonds work, what index funds are and why they matter, the difference between registered and non-registered accounts. You'll learn to read a fund prospectus and understand what those fees actually mean.
This course includes practice scenarios where you choose investments for different life situations. It's low-risk practice before you touch real money.
Advanced Planning
The final level covers retirement planning, estate basics, and tax-efficient strategies. You'll understand when it makes sense to prioritize RRSP contributions versus TFSA, how to think about risk as you get older, and what questions to ask if you eventually work with a professional advisor.
By this point, you'll have developed habits that stick. You'll check your accounts regularly, adjust your plan when life changes, and feel confident making decisions without second-guessing everything.
Course Investment Options
Choose the path that works for your schedule and budget. All prices in Canadian dollars.
Foundation
One-time payment
- Complete foundation course
- Budget planning tools
- Emergency fund calculator
- Email support for 3 months
- Lifetime course access
Complete Path
One-time payment
- All three course levels
- Complete toolkit library
- Investment scenario simulator
- Email support for 12 months
- Quarterly planning worksheets
- Lifetime access to everything
Investment Track
One-time payment
- Investment basics course
- Advanced planning course
- Portfolio analysis tools
- Email support for 6 months
- Lifetime course access
Real Progress From Real Families
Jasper Lindholm
Completed courses in 2023
I avoided dealing with money for years because it stressed me out. The foundation course showed me how to organize everything without feeling overwhelmed. Two years later, I've built a solid emergency fund and started investing for the first time. What surprised me most was how much less anxious I feel about unexpected expenses now. That alone was worth it.
Saoirse Kavanagh
Started in 2024, still learning
My partner and I took the complete path together last year. We're both working parents with tight schedules, so we'd watch lessons after the kids went to bed. The investment basics course finally helped us understand our workplace retirement accounts. We've since increased our contributions and actually understand where that money goes. Still working through the advanced material, but we're already making better decisions as a team.