Family Investing Mastery Program

Build financial security for generations through proven investment strategies designed for Canadian families. Our comprehensive program starts September 2025.

Reserve Your Spot
Instructor portrait showing expertise in family financial planning

Theodora Kensington

Former investment advisor at major Canadian banks, Theodora brings 15 years of experience helping families navigate complex investment decisions. She's particularly passionate about teaching parents how to build education funds that actually grow with inflation.

Financial education expert with extensive Canadian market experience

Magnus Pemberton

Magnus spent a decade managing portfolios for Canadian pension funds before transitioning to education. His approach focuses on practical strategies that busy parents can actually implement without becoming full-time investors.

What You'll Actually Learn

This isn't another generic investing course. We focus specifically on the unique challenges Canadian families face - from RESPs and TFSAs to managing dual incomes and planning for extended family needs.

Canadian Tax Advantages

Navigate RESPs, RRSPs, and TFSAs without the confusion. Real examples from actual Canadian families.

Risk Assessment for Families

How to balance growth potential with the security your family needs. No generic risk tolerance questionnaires.

Education Fund Strategy

Build funds that keep up with rising education costs. Includes planning for multiple children and different timelines.

Emergency Fund Evolution

Move beyond basic emergency funds to create family financial resilience that adapts as your situation changes.

Professional learning environment designed for family-focused financial education

Program Details

  • 12-week intensive program
  • Weekly 2-hour sessions
  • Max 15 families per cohort
  • Virtual and in-person options
  • Lifetime access to materials
  • Ongoing alumni support

How to Join the Program

1

Initial Consultation

We start with a 30-minute conversation about your family's current situation and goals. This helps us understand if the program aligns with where you're heading financially. No sales pressure - just an honest discussion about whether we're a good fit.

2

Program Match Assessment

If the initial conversation goes well, we'll do a deeper dive into your learning style and schedule. The program works best for families who can commit to the weekly sessions and homework. We want everyone to succeed, so we're selective about timing.

3

Enrollment and Preparation

Once accepted, you'll receive your welcome package with preparatory materials and access to our online platform. We'll also schedule a brief orientation call to answer any questions before the September 2025 start date.

Start Your Application