Family Investment Education Program
Master the fundamentals of family wealth building through practical, hands-on learning designed for busy Canadian families who want to secure their financial future.
Our Educational Journey
From humble beginnings to becoming Canada's trusted family investment education resource, we've helped thousands of families build lasting financial knowledge.
Foundation & First Classes
Started with weekend workshops in Edmonton, focusing on basic investment principles for working families. Our first 12 students came through word-of-mouth referrals.
Digital Expansion
Launched our online learning platform during the pandemic, allowing families across Alberta to access our courses. Developed our signature "Family Investment Basics" curriculum.
Canada-Wide Recognition
Expanded to serve families across Canada. Introduced specialized courses for different life stages and launched our mentorship program connecting experienced investors with beginners.
Future Vision
Planning advanced certification tracks and partnerships with Canadian financial institutions. Our goal is to make investment education accessible to every family, regardless of income level.
Flexible Learning Options
We understand that every family has different schedules and learning preferences. Choose the format that works best for your lifestyle and learning goals.
Self-Paced Online
Learn at your own speed with our comprehensive video library and interactive exercises. Perfect for busy parents who need flexibility.
- 24/7 access to all course materials
- Progress tracking and quizzes
- Downloadable worksheets and templates
- Community forum access
Live Virtual Sessions
Join weekly live classes with real-time Q&A and group discussions. Build connections with other families on the same journey.
- Weekly 90-minute sessions
- Direct instructor interaction
- Small group breakout discussions
- Session recordings available
One-on-One Coaching
Get personalized guidance tailored to your family's specific financial situation and goals. Ideal for complex scenarios or focused learning.
- Customized learning plan
- Personal portfolio review
- Goal-setting and strategy sessions
- Ongoing email support
Family Workshops
Bring investment education home with our family-friendly workshops designed to include teenagers and teach financial literacy together.
- Age-appropriate content for teens
- Family activity exercises
- Take-home planning tools
- Follow-up family check-ins
Your Learning Path
Our proven step-by-step approach takes you from investment basics to confident family financial planning. Each stage builds on the previous one.
Foundation Assessment
We start by understanding your current knowledge level and family financial goals. This helps us customize your learning experience and identify the best starting point for your education journey.
Duration: 30-minute assessment • Includes: Personal learning plan and recommended course track
Core Concepts Mastery
Learn the fundamental principles of investing, risk management, and portfolio diversification. We cover everything from basic terminology to understanding market dynamics in plain, family-friendly language.
Duration: 4-6 weeks • Includes: Interactive modules, practice exercises, and knowledge checks
Practical Application
Put your knowledge to work with real-world scenarios and hands-on portfolio building exercises. Practice making investment decisions in a safe, educational environment before committing real money.
Duration: 3-4 weeks • Includes: Simulation tools, case studies, and peer collaboration projects
Family Planning Integration
Learn how to align your investment strategy with family goals like education savings, retirement planning, and emergency funds. Create a comprehensive family financial plan that grows with your needs.
Duration: 2-3 weeks • Includes: Family planning templates, goal-setting workshops, and strategy sessions
Meet Your Instructors
Our experienced educators combine professional expertise with real-world family investing experience to guide your learning journey.
Henrik Svensson
Senior Investment Educator
Henrik brings 15 years of experience helping Canadian families build wealth through smart investing. He started his own family investment journey in 2008 and has been teaching others since 2019.
Specializes in: Beginner-friendly education, RRSP strategies, and family goal setting
Magnus Treiber
Portfolio Strategy Instructor
Magnus focuses on teaching practical portfolio construction and risk management. As a father of three, he understands the unique challenges families face when balancing current needs with future investments.
Specializes in: Asset allocation, Canadian market analysis, and teen financial literacy
Ready to Start Your Family's Investment Education?
Join our next cohort starting in September 2025. Early registration includes bonus materials and priority access to our instructors.
View Upcoming Courses