Free financial-education sessions for families, newcomers, and medical professionals — no pressure, no jargon. Just clear teaching you can put to work right away.
These sessions run on a rotating schedule. Dates are announced here and on social media — reach out any time to ask about the next one or to save your seat.
A monthly online education session covering the essentials: protecting your income and family, getting out of debt, and getting started with a plan that fits real life. Bring your questions — there is time for them.
Ask About the Next SessionAn online session for newcomers and internationally trained professionals settling in Canada: how banking, credit, taxes, registered accounts, and insurance work here — and the first money moves that matter most.
Ask About the Next SessionAn online briefing for physicians on Medical Professional Corporation setup and optimization — corporate strategies, insurance, and wealth transfer, in plain language and coordinated with your accountant.
Ask About the Next SessionLead a church, a community group, a newcomer network, or a clinic team? Any of these sessions — or a topic tailored to your group — can be brought to your people, in person or online. Tell us about your group and what would serve them best, and we will work out the details together.
Get in TouchNew dates are announced on this page and on social media as they are set. Want to hear about them first? Send a quick note through the Contact page and ask to be told when the next session opens for registration.
Go to the Contact PageGroup sessions teach the principles — a personal consultation applies them to your life. Book a one-on-one and let's talk about where you are, where you want to be, and the strategies that can help you get there.