Master the mental frameworks that successful investors use to make rational decisions during market volatility.
Learn asset allocation techniques and risk management principles through hands-on portfolio construction exercises.
Develop skills in fundamental and technical analysis to evaluate investment opportunities with confidence.
We help Canadians develop sustainable financial practices through personalized coaching and practical education that makes investing accessible and understandable.
Back in 2018, I kept meeting people who felt completely lost when it came to investing. Smart, capable individuals who could run businesses or manage complex projects, but froze up when someone mentioned RRSPs or market volatility.
The problem wasn't intelligence — it was approach. Most financial education either assumed you already knew the basics or overwhelmed you with complex strategies before covering the fundamentals.
What began as informal conversations with friends in Yellowknife has grown into a structured approach that's helped hundreds of Canadians take control of their financial future.
Started with weekend sessions helping friends understand TFSAs and basic portfolio allocation. Word spread quickly in our small community when people began seeing real results from simple, consistent habits.
The pandemic pushed us online, but it opened doors to reach Canadians across all provinces. We developed our signature habit-building framework and expanded our understanding of different regional financial challenges.
Formalized our coaching methodology and created comprehensive learning paths. Added specialized modules for different life stages and incorporated feedback from over 300 Canadian families we'd worked with.
Real people who've been where you are and understand the unique challenges of building wealth in Canada.
Lead Investment Coach
Started investing with $200 in his early twenties after moving to Canada from Sweden. Spent years making every mistake in the book before developing the systematic approach we teach today. Specializes in helping newcomers navigate Canadian investment accounts and tax implications.
Behavioral Finance Specialist
Former financial advisor who got frustrated with the industry's focus on products over people. Now dedicates his time to helping clients understand why they make certain financial decisions and how to build better patterns.
Most financial education fails because it tries to change everything at once. We focus on building one solid habit at a time, understanding Canadian regulations, and creating systems that work with your actual life — not some idealized version of it.
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