Build Your Family's Financial Future Together
Learn practical investment strategies that Canadian families use to create lasting wealth. Start with the fundamentals and develop confidence in your financial decisions.
Explore Our ProgramsWhy Most Families Struggle with Investing
The biggest challenge isn't picking the right stocks or timing the market. It's having a clear plan that everyone in your family understands and can stick with through different life phases.
We work with families who want to move beyond basic savings accounts but feel overwhelmed by investment options. Our approach focuses on building knowledge gradually while developing strategies that fit your family's specific goals and timeline.
- Understanding risk tolerance across different family members
- Creating investment strategies that adapt as children grow
- Building emergency funds while investing for long-term growth
- Teaching teens and young adults about money management
Portfolio Strategies That Make Sense for Families
Building a family investment portfolio isn't the same as investing for yourself. You're balancing multiple time horizons – maybe saving for a child's education while also planning for retirement and handling daily expenses.
We teach practical approaches that work for real families. Not complex trading strategies or get-rich-quick schemes, but solid principles that help you grow wealth steadily over time.
- Asset allocation strategies for different family goals
- Index fund investing and diversification principles
- Tax-efficient investing using RRSPs and TFSAs
- Dollar-cost averaging and systematic investing
- Rebalancing portfolios as life circumstances change
Your Family Investment Education Journey
Our programs are designed around how busy families actually learn – with flexible scheduling, practical exercises, and content that builds on itself over time.
Foundation Workshops
Start with the basics – understanding different investment types, risk assessment, and setting realistic family financial goals that everyone can work toward together.
Portfolio Planning
Learn to create and manage investment portfolios that align with your family's timeline, from short-term needs to long-term wealth building strategies.
Ongoing Support
Access resources and guidance as your family's needs evolve. Get help adjusting strategies when life changes bring new financial priorities.
Upcoming: Family Financial Goals Workshop
Join us for a hands-on session where you'll learn to align your investment strategy with your family's specific goals. We'll work through real scenarios and help you create a roadmap that makes sense for your situation.
Learn from Experience
Our instructors have helped hundreds of Canadian families navigate investment decisions and build financial confidence over the past decade.
Marjorie Kellaway
Senior Investment Educator
Marjorie has spent 15 years working with Canadian families on investment strategy and financial planning. She started her career at a regional investment firm before transitioning to education, where she could focus on teaching practical skills that families actually use.
What sets her approach apart is the focus on real-world scenarios. Instead of theoretical examples, she works through situations that families encounter – like balancing RRSP contributions with mortgage payments, or deciding when to start investing for children's education.
Ready to Start Your Family's Investment Journey?
Our next comprehensive program begins in fall 2025, with early registration starting this summer.
Program Timeline
Early registration: July 2025
Program begins: September 2025
Duration: 12 weeks with ongoing support