Family Investment Mastery Programs
Transform your family's financial future through structured, proven investment education designed for real Canadian families building generational wealth.
Explore Learning PathsThe systematic approach helped our family move from scattered savings to coordinated investment strategy. We finally understand how to build wealth together rather than hoping for the best.
Upcoming Programs 2025
Foundation Family Investing
12-week comprehensive program covering investment basics, risk assessment, and portfolio construction specifically for Canadian families. Includes tax-advantaged account strategies and estate planning fundamentals.
Advanced Portfolio Management
8-week intensive focusing on asset allocation, rebalancing strategies, and market analysis. Perfect for families who've completed foundation work and want deeper technical knowledge.
Real Estate Investment Strategies
6-week specialized program examining rental properties, REITs, and real estate market analysis within family investment portfolios. Canadian market focus with regional considerations.
Retirement & Legacy Planning
10-week program addressing long-term wealth preservation, generational transfer strategies, and retirement income planning. Includes RRSP, TFSA optimization and estate considerations.
Our Teaching Philosophy
Every family deserves clear, practical investment education that builds confidence rather than confusion.
Practical Application
Real scenarios using Canadian tax laws, market conditions, and family situations you actually face. No theoretical fluff.
Family-Centered Approach
Investment strategies that consider your family's complete financial picture, including education savings, mortgage planning, and generational goals.
Ongoing Support
Access to program materials and community support beyond course completion. Investment education is ongoing, not a one-time event.
Conservative Foundation
Build solid investment habits first, then explore advanced strategies. Sustainable wealth creation takes patience and discipline.
Ready to Start Your Family's Investment Journey?
Our programs fill quickly because we maintain small class sizes for personalized attention. Early registration ensures your spot and access to preparatory materials.