Simplifying Finance.

The world of investing and finance is a confusing one; we're here to break it down to the basics.

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Through our free remote education sessions, you will be equipped with reliable knowledge to help you create a financially secure future.

Want to Learn? Here are the Steps.

Education Sessions

  • Attend our Three Education Sessions to learn about the very basics of investing and saving.
  • Short on time? Join the Crash Course session instead, where we cover everything you need to know all at once.
  • Still want to learn more? We have Advanced Sessions where we teach the core ideas in more detail.

Personalized Strategy Plan

  • In our Financial Overview Session, we get to know you and your finances a bit more, including things like your cash flow, net worth, objectives, and the time horizons for your savings.
  • Using this information, we will create and present to you a personalized Strategy Plan that outlines a roadmap to your financial objectives. We can amend this plan until it's perfect to your preferences.

Implementing the Plan

  • Create your profile on Agora to access an overview of all your investment accounts and your contributions
  • We meet with our clients at least twice a year to review their accounts, the performance of their investments, and make sure the strategy plan is still the perfect fit for their financial situation

Looking Forward...

Are you ready to learn?

A Step Towards Financial Independence.
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The Savings Account: The Greatest Lie in Banking

February 4, 2022
Curtis Holt-Robinson,

Skyward Financial Co-CEO

6 min

5 Simple Solutions to Save You Money

January 21, 2022
Curtis Holt-Robinson,

Skyward Financial Co-CEO

5 min

2022: Another $6,000 For You

January 14, 2022
Curtis Holt Robinson,

Skyward Financial Co-CEO

6 min

5 Books to Catalyze Your 2022 Financial Goals

January 7, 2022
Curtis Holt-Robinson,

Skyward Financial Co-CEO

5 min

3 Benefits of Mutual Funds

August 14, 2021
By Tara Lalehparvar,

Skyward Financial Co-CEO

2 min

Using Your RRSP Before Retirement

July 30, 2021
By Curtis Holt-Robinson,

Skyward Financial Co-CEO

4 min read