Family Investing Workshops That Actually Make Sense
You've probably sat through financial seminars that felt more like sales pitches. Our events are different. We bring together Canadian families who want to build wealth together—not just hear about it. Each session focuses on real conversations about money, investing alongside your kids, and making decisions that fit your actual life.
What's Coming Up This Year
Small groups. Practical topics. And yeah, we actually leave time for your questions.
Getting Started: First Steps Together
If you've been meaning to teach your kids about investing but don't know where to begin, this one's for you. We'll cover the basics without making it boring—promise.
- Duration: Half-day session
- Location: Quispamsis Community Centre
- Best for: Families with kids 10-16
Market Talk Without the Jargon
Stocks, bonds, ETFs—words your neighbor throws around but you're not quite sure about? This workshop breaks it all down in language that makes sense. Your teenager might even stay awake.
- Duration: Evening workshop
- Location: Virtual option available
- Best for: All experience levels
Building a Family Investment Plan
This is where things get real. You'll leave with an actual plan—not just ideas. We work through your family's goals and figure out what investing approach might work for you.
- Duration: Full day
- Location: Saint John venue
- Best for: Families ready to commit
Tax Season Prep for Family Investors
Nobody loves taxes. But if you've been investing as a family, there are things you need to know before April rolls around. We make it as painless as possible.
- Duration: Half-day session
- Location: Fredericton
- Best for: Active investing families
Why Families Keep Coming Back
Look, we could fill this page with statistics. But honestly? The best way to understand what happens at these events is to hear from people who've been there.
Torben Lindholm
Workshop Attendee, 2024I dragged my 14-year-old son to the October session last year, thinking he'd hate it. Instead, he asked questions I didn't even think of. Now we check our portfolio together every Sunday morning. Worth every minute of that Saturday.
Kasper Bjørnstad
Regular Participant since 2023My wife and I thought we knew enough about investing. Turns out, teaching your kids changes everything. These workshops helped us figure out how to actually involve our daughter in the process without overwhelming her.
Mark Your Calendar
Spaces fill up fast because we keep groups small. If something catches your eye, grab a spot.
Family Foundations Workshop
Starting fresh with your family's investing path. We cover portfolio basics, risk conversations with kids, and setting up accounts that work for multiple generations.
Reserve Your SpotEvening Market Deep Dive
A closer look at how markets actually work—without the intimidation factor. Great for families who've already started investing and want to understand more about what's happening with their money.
Register NowFull-Day Strategy Session
This is the big one. Bring your financial questions, your family goals, and your calculator. We'll work through creating an investment plan that actually fits your situation—not some template.
Sign Up HereTax Time for Family Portfolios
Before tax season hits full swing, let's talk about what you need to know. We'll cover reporting requirements, teaching moments for your kids about taxes, and how to keep things organized.
Get Your Spot