Welcome to our free financial education sessions! We’re so glad you’re here!
Are you ready to take control of your financial future?
All our education sessions are run:
100% remote
1-on-1
7 days a week
Kickstart your journey towards financial well-being by diving into essential topics like credit cards, budgeting, and investment types.
Length: 1 hour
Enrich your understanding of money by exploring tax strategies and Canadian investment accounts.
Length: 1 hour
Discover the secrets of the financial industry by digging into the costs of investing and how advisors get paid.
Length: 1 hour
"Curtis and Tara are amazing people to work with! The introductory sessions they do really put you on the right path for success with them. They make sure you understand everything before going any further with the process. They have really giving me confidence and guidance into investing for my future and setting me up for success. Their website is great and super easy to navigate and find any info needed. Just overall an amazing company and people to work with!"
- Client, Nathaniel S.
"Curtis and Tara are amazing people to work with! The introductory sessions they do really put you on the right path for success with them. They make sure you understand everything before going any further with the process. They have really giving me confidence and guidance into investing for my future and setting me up for success. Their website is great and super easy to navigate and find any info needed. Just overall an amazing company and people to work with!"
- Client, Nathaniel S.
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All sessions are run 100% online, 1-on-1 with you, and 7 days a week. Use our scheduling site and pick a day + time that works for you. You’ll receive an email confirmation of your booking, and we’ll see you then!
Each core session is 1 hour long, so we can teach you the essentials and answer all your questions.
All sessions are free, and without any obligations.
Whether you’re between jobs, a part-time worker, or a full-time student, the accurate knowledge you’ll gain is a valuable asset!
Still can't find what you're looking for? Don't hesitate to contact us.
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