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Certified Financial Education Expert-Led Programs Trusted Since 2015

Build Real Skills That Actually Matter

Learning to manage money isn't about memorizing formulas. It's about understanding how decisions compound over time and developing habits that stick.

A Different Approach to Financial Learning

We've noticed something over the years. Most people don't lack intelligence when it comes to money—they lack a framework. They've picked up bits and pieces from articles, podcasts, maybe a course or two. But without structure, it doesn't stick.

Our program runs for twelve weeks starting October 2025. You'll work through scenarios that mirror real-life decisions: whether to pay down debt or invest, how to build an emergency fund that actually makes sense for your situation, and ways to balance today's needs with tomorrow's goals.

Small groups. Weekly sessions. And yeah, some homework—because reading about budgeting doesn't build the muscle memory of actually doing it.

Financial planning materials and workspace setup

What You'll Actually Learn

Six core modules that build on each other. No fluff, no theory for theory's sake—just practical skills you can use immediately.

Building Your Foundation

Understanding where your money goes sounds simple until you actually track it for a month. We'll help you create systems that work with your habits, not against them.

Debt Strategy

Not all debt is created equal. Learn when to prioritize payoff versus when to maintain minimum payments and redirect cash elsewhere.

Emergency Buffers

The standard advice is three to six months of expenses. But that's generic. We'll figure out what makes sense for your situation and job stability.

Investment Basics

You don't need to pick stocks or time markets. But you do need to understand asset allocation, fees, and how accounts like TFSAs and RRSPs actually work in Canada.

Real Estate Decisions

Whether you're renting, buying, or somewhere in between, there are financial implications beyond just monthly payments. We'll walk through the math.

Long-Term Planning

Retirement feels abstract when you're 30. But the decisions you make now compound dramatically. We'll make it tangible and actionable.

Who You'll Learn From

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Darren Kowalski

Lead Instructor

Spent fifteen years advising clients before switching to education. Prefers real examples over textbook theory.

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Siobhan MacLeod

Budget Strategist

Specializes in helping people untangle messy finances. Her background in behavioral economics shows in her approach.

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Leif Bergstrom

Investment Guide

Makes investing less intimidating by breaking down complex concepts into digestible pieces. No jargon unless necessary.

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Tatiana Volkov

Tax Specialist

Canadian tax code is her thing. She'll show you legitimate strategies most people miss because they don't ask the right questions.

Student reviewing financial documents and planning materials

What Changes After Twelve Weeks

Clarity on Your Numbers

You'll know exactly where you stand financially—not just rough estimates, but actual numbers. Cash flow, net worth, and a clear picture of what you're working with.

A System That Works

Budget templates are useless if they don't fit your life. You'll leave with a personalized system that accounts for irregular income, variable expenses, and realistic goals.

Confidence in Decisions

When opportunities or challenges come up, you'll have a framework to evaluate them. Should you take that job offer? Refinance? Buy or rent? You'll know how to think through it.

Ongoing Support Network

The cohort doesn't end when the program does. Past participants stay connected, share resources, and continue learning together. It's one of the unexpected benefits people mention most.

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