Our Workshops
An introduction to goal setting, budgeting, saving and investing.
A foundational workshop covering the skills of budgeting, goal setting, saving, and effective spending.
An overview of alternative assets and some of the opportunities and risks that must be considered before investing.
An introduction to fraud prevention, fraud reporting protocols, and a comprehensive “spot the scam” activity.
Following the “Discovering Entrepreneurship” workshop, this explores getting your business off the ground.
An introduction to Entrepreneurship (covering the 5 W’s) and cultivating an Entrepreneurial lifestyle
Credit can be a powerful tool but must be managed effectively to avoid the long-term pain of interest and over-extending.
The basics of financial planning, investing with registered accounts, and understanding the Canadian Pension Plan.
The basics of life and finances in Canada, including an overview of credit and personal income.
The basics of investing, including an overview of inflation and the foundational asset classes.
An education can be a valuable investment, but it comes with a significant price tag and often requires student loans.
An overview of the home buying process and financial support available for first-time buyers.
The next step in the investing journey looks at concepts of diversification, dollar cost averaging, and tax-efficient investing.
The world of work is changing, and it’s important to embrace those changes to prepare for the future.
A session covering: income streams, cashflow, and the Six Months Mindset for financial decision making.
A session on the Canadian financial system (regulation and consumer protection, financial fraud, etc.)