Building Family Wealth That Lasts Beyond Decades
Most investment education treats money like numbers on a screen. We teach you how to build financial security that protects your children, funds their education, and creates opportunities your grandchildren will benefit from.
Explore Our ProgramsWhy Family Investing Needs a Different Approach
When you're investing for yourself, volatility is just a number. But when you're planning for your daughter's university fund or setting up a trust for future grandchildren, those numbers represent real futures and actual opportunities.
Traditional investing courses focus on maximizing returns. That's fine if you're thirty with no dependents. But if you've got kids counting on educational funds in eight years, or you're thinking about retirement while supporting aging parents, the math changes completely.
We built this program after working with over two hundred families in Atlantic Canada who needed investment strategies that actually fit their lives. Not theoretical portfolios — real plans that account for school schedules, parental leave, eldercare costs, and everything else that makes family finances complicated.
What Makes This Different
Most programs teach you about index funds and compound interest. Great. We do that too. But then we spend months on questions like: How do you explain investing to a twelve-year-old? What's the best account structure when you've got three kids with different timelines? How do you balance aggressive growth for distant goals with conservative holdings for near-term needs?
These aren't sidebar topics. This is the actual substance of family investing. And nobody else bothers teaching it because it's messy and specific and doesn't fit in a tidy curriculum.
Education Fund Architecture
How to structure accounts so you can access money for university without triggering tax problems or scholarship complications. Plus strategies for what happens when plans change — because they always do.
Cross-Generational Coordination
Managing money when you're simultaneously supporting kids and aging parents. How to navigate inheritance planning, power of attorney decisions, and estate considerations without family drama.
Teaching Financial Literacy
Age-appropriate ways to involve children in investment decisions. How to use real family money as a teaching tool without traumatizing anyone when markets drop.
I thought I understood investing — I'd been contributing to mutual funds for years. But when my oldest started high school and we had to think seriously about university costs, I realized I had no idea how to actually structure things properly. This program showed me what I was missing.
The section on involving kids in financial decisions was worth the entire course. My teenagers actually understand why we make certain investment choices now, and they're starting to think about their own future planning. That's something I never got from my parents.
What You'll Actually Learn
This isn't a collection of random finance topics. It's a systematic progression through the specific knowledge families need to build lasting wealth.
Portfolio Construction for Multiple Timelines
How to build investment portfolios when you've got simultaneous goals with completely different time horizons. Managing short-term education funds alongside long-term retirement accounts and multi-decade trusts.
- Risk allocation across different family objectives
- Rebalancing strategies that account for changing family situations
- Tax-efficient withdrawal sequencing
- Account type selection and coordination
Canadian Tax Structures
Understanding RESPs, RRSPs, TFSAs, and how they interact. What the government incentives actually mean for your family's specific situation. Common mistakes that cost thousands in unnecessary taxes.
Estate Planning Fundamentals
How to structure inheritance in ways that actually help your children rather than creating tax problems or family disputes. When trusts make sense and when they're just expensive complications.
Family Financial Communication
Practical approaches for discussing money across generations. How to have productive conversations about inheritance expectations, financial support, and long-term planning without causing resentment.
- Age-appropriate financial education for children
- Discussing estate plans with aging parents
- Managing expectations around financial support
- Teaching investment concepts through family involvement
Life Transition Planning
Investment strategies that adapt to major family changes. How to handle financial planning during parental leave, career changes, divorce, eldercare needs, or unexpected health situations.
Long-Term Protection Strategies
Insurance integration with investment planning. How to protect family wealth from catastrophic events without overpaying for coverage you don't actually need.
Start Planning Your Family's Financial Future
Our next cohort begins in March 2026. The program runs for nine months with a combination of structured curriculum and personalized family planning sessions. Class size is limited to ensure everyone gets individualized attention for their specific situation.
Program Start
March 15, 2026
Application Deadline
February 28, 2026