The Program
Western Canada cohorts apply here!
Ontario cohorts apply here!
Interested in being a facilitator? Apply here!
Budgeting
Is there an app for that? What is really the best way to build a budget? The simplest things can be the hardest. Let’s start off on the right foot.
Saving
We all have saving goals, so why are so many Canadians bad at it? What do you need to know about maximizing the pennies you put aside for a rainy day?
Credit
Whether you are new to Canada or born here, the credit system can be confusing and intimidating. Ignoring it can be detrimental to how you can move (literally) through life.
Taxes
There is no entity scarier than the CRA. If you don’t have an accountant in your back pocket, there are things you need to know as a working person and a parent to maximize your money.
DIY Investing
What kind of investor are you? Dow Who? You don’t need a finance degree to learn the one two threes of stock market investing.
Wills & Estates
We know. Talking about death is difficult. Worse than planning for the inevitable is having to crowd-source for funds or family in-fighting over assets. Do your planning now so your grief-stricken survivors won’t have to later.
Generational Wealth
You now have a financial plan for you and your family. Why stop there? Once you know better, you can do better, and more importantly teach better. Leave a legacy.
The end
We made it! You showed up, you got introduced to a coterie of Black financial pros, you took notes and developed an action plan. Best of all you have an accountability group of peers to keep you motivated and on track. After 8 weeks of convos and questions, you will leave with a personalized plan for you and your family to achieve your goals.
*Order of and session subject matter subject to change
