Build Your Financial Foundation Together
Real families, real progress. Our courses help Canadian families move from confused about investments to confident in their choices. No jargon, no sales pitch—just practical guidance for the decisions that matter.
What We're Teaching This Year
These aren't generic investing lectures. Each course is built around questions real families ask us—about RESPs, about retirement accounts, about whether they're doing this whole thing right. Small groups, actual conversations, and homework you can finish during naptime.
Getting Started Without Freaking Out
We cover the basics that somehow nobody teaches you: how to read your account statements, what those fund codes actually mean, and when to worry versus when to ignore the noise. Designed for families who are tired of feeling lost.
Express InterestEducation Savings Reality Check
RESPs confuse everyone at first. We walk through contribution strategies, grant optimization, and what happens if your kid doesn't go to university. Real scenarios from families who've been exactly where you are now.
Express InterestRetirement Planning for Actual Humans
This one's for people who've started thinking about retirement but aren't sure if they're on track. We dig into contribution room, withdrawal strategies, and how to adjust when life throws you surprises. More depth than our intro course.
Express InterestWho's Teaching These Sessions
Larissa Torvaldsen
Family Investment Educator
Larissa spent twelve years helping families untangle their financial confusion before switching to teaching. She's the one who'll answer your "stupid questions" (there aren't any) and explain things three different ways until it clicks.
Deidre Vukoja
Retirement Transitions Specialist
Deidre works with families approaching retirement who realize they need to figure this out soon. She's practical about the messy parts—like what to do when one spouse wants to retire early and the other doesn't, or when your parents need financial help.
How Our Course Structure Works
Most families move through our courses over 8-14 months. You're not locked into a sequence, but there's a natural progression that makes sense for building your knowledge without getting overwhelmed.
Start With Foundation Skills
Our intro course gives you the vocabulary and basic framework. You'll understand what your accounts are doing and why. Most families take this between September and December to set up for tax season planning.
Pick Your Priority Focus
Based on where you are in life, choose either education savings or retirement planning. Both assume you've got the basics down. Both involve homework and real number-crunching with your actual accounts.
Join Ongoing Check-Ins
After completing any course, you're welcome at our quarterly review sessions. These are informal—bring questions, share what's working, adjust when your situation changes. No additional charge if you've taken a course with us.
Questions About Which Course Fits?
We offer free 20-minute planning calls to help you figure out where to start. No pressure, no sales pitch—just honest guidance based on what you've told us about your situation.
Schedule a Planning CallWhat Course Participation Looks Like
People always ask what they're signing up for. Here's the honest answer: you'll need to show up for live sessions, do some homework with your actual financial documents, and participate in discussions. It's work, but it's the kind that actually moves things forward.
Time Investment
Most families find the homework takes less time than expected once they gather their documents. The first week is always the hardest—after that, you're just building on what you've already organized.
What You'll Need
We use simple Google Sheets templates that you can adapt to your situation. If you've never used spreadsheets before, we have a pre-course tutorial that covers everything you'll need to know.
Support Between Sessions
The forum becomes surprisingly active—families help each other figure things out, which often works better than just asking the instructor. You're learning from people in similar situations, not just from us.
Ready to Stop Guessing?
Registration for fall 2025 courses opens in July. Get on the interest list and we'll send you details about pricing, schedules, and course materials when they're finalized.
Join the Interest List