What We Do

Learn more about our sessions below and decide what's best for you!

Three Education Sessions

Session 1: The Basics

  • How Credit Cards Work
  • Interest Rates
  • Assets & Debt
  • Saving
  • Stocks, Bonds, Mutual Funds

Session 2: How to Invest

  • Tax Basics
  • Estates, Wills, Probate
  • Investment Account Types
  • Life Insurance

Session 3: Apply your Knowledge

  • Which Investment Accounts to Use
  • Test your Understanding
  • Strategizing for the Future

Short on time? Join the Crash Course session instead, where we cover everything you need to know in one go!

Still want to learn more? We have Advanced Sessions where we teach the core ideas in more detail, and dive into other topics not covered, like life insurance.

Looking to improve your finances? We can refer you to a new way of banking.

We are proud to have a partnership with Manulife Bank and feel that the Manulife Advantage
Account is a great deposit account for many of your life goals. If you’re thinking about opening up
another chequing/savings account, or are just curious, reach out to us today!