Learning to invest as a family isn't something most of us grew up with. We're bringing families together through interactive workshops where real conversations happen about money, goals, and building financial confidence—one practical session at a time.
Reserve Your SpotWe keep our events small and focused. Each workshop is designed to answer the questions families actually ask us—not generic investment advice you could find anywhere else.
Perfect for families who've been thinking about investing but haven't taken the first step yet. We'll walk through opening accounts, understanding risk tolerance, and setting realistic expectations.
Bring the whole family to this hands-on workshop where kids learn investment basics through games and activities while parents discover practical teaching strategies.
Our biggest event of the year brings together families at different stages of their investment journey. Share experiences, celebrate progress, and connect with others navigating similar challenges.
Our events feature guest speakers who've actually walked this path—real families and advisors who understand that investing with kids in the picture brings unique challenges and opportunities.
Financial Educator
Henrik spent fifteen years teaching high school economics before transitioning to family financial education. He's known for making complex concepts accessible without dumbing them down.
Investment Advisor
A mother of three who started investing with her family in 2018, Leila brings both professional expertise and personal experience to every conversation about building family wealth.
Community Organizer
Nadia coordinates our local investment clubs and facilitates peer learning groups. She believes the best investment education happens when families learn from each other's successes and mistakes.
Not everyone learns the same way, and not every family is at the same stage. We've developed several event formats so you can find what works for your situation.
Most families attend multiple types throughout the year—starting with an introductory workshop, then joining smaller study groups or online sessions as specific questions come up.
Our most popular format. Limited to 15 families per session, held in Stony Plain with hands-on activities and plenty of time for discussion.
Monthly online meetups covering specific topics. Great for families who can't make it to in-person events or prefer learning from home.
Small groups of 5-6 families who meet regularly to work through investment topics together. These run for six weeks and build real community connections.
Quarterly full-day events with multiple sessions, guest speakers, and activities for kids while parents dive deeper into specific strategies.
