Building Financial Confidence for Families
Investing isn't reserved for Wall Street. Our learning program helps Canadian families understand how to grow wealth together, make smarter decisions, and create lasting financial security without confusing jargon or empty promises.
Start Your JourneyLearning That Fits Real Life
Most investment education feels disconnected from everyday reality. We built something different. Our sessions happen around kitchen tables and living rooms because that's where financial decisions actually get made.
You won't find get-rich-quick schemes here. Instead, we focus on practical strategies that work for families juggling mortgages, education savings, and retirement planning. We talk about RESPs, TFSAs, and how to balance risk when you've got kids counting on you.
Our approach started in 2019 when three families in Quispamsis asked for help understanding their options. That small gathering turned into a community of learners who share experiences and support each other's financial growth.
Who's Teaching This Stuff
Our instructors aren't just finance professionals. They're parents, homeowners, and people who've made their share of money mistakes and learned from them. That real-world perspective shapes how we teach.
Kieran Bosworth
Family Portfolio Specialist
Spent 12 years helping Maritime families navigate investment decisions. Believes financial literacy should start at the dinner table, not in boardrooms.
Davor Lindholm
Tax Strategy Educator
Former CPA who got tired of reactive tax advice. Now teaches families how to think ahead and structure investments in ways that actually save money long-term.
Sienna Verbeck
Education Savings Guide
Mother of three who turned her RESP research obsession into expertise. Helps families understand government grants and education funding without the headaches.
How We Actually Teach
Small Groups That Talk Back
We cap sessions at eight families because financial conversations work better when everyone can ask questions without feeling lost in a crowd. You'll meet other families facing similar challenges, and those connections often matter as much as the content itself.
Real Numbers, Real Scenarios
Forget abstract examples. We work through actual situations: what happens when you inherit money from parents, how to rebalance when markets drop, whether paying down the mortgage faster than investing makes sense for your specific situation. Bring your questions and your calculator.
Follow-Up Support That Matters
Learning doesn't stop when the session ends. Families get access to our resource library, quarterly check-ins, and a community forum where you can ask follow-up questions as life changes. Because financial decisions don't happen on a schedule.
Starting Fall 2025
Our next series begins in September 2025, with sessions running monthly through early 2026. We're accepting registrations now for families in the Saint John and Fredericton regions. Space is genuinely limited because we refuse to scale beyond what works.