Learn From Financial Experts Who've Been There
Our instructors bring decades of real-world experience from banking, investment management, and financial planning. Each lesson draws from actual market scenarios and proven strategies.
Meet Your Financial Mentors
These aren't just academics reading from textbooks. Our instructors have managed millions in assets, weathered multiple market cycles, and built successful practices. They bring that hard-earned wisdom to every session.
Barnaby Criswell
Senior Financial Strategist
Spent 18 years managing portfolios worth over 0 million at a major Canadian investment firm. Barnaby specializes in risk assessment and has guided clients through three major market downturns. His approach focuses on building resilient financial foundations rather than chasing quick gains.
Thaddeus Pembroke
Investment Education Specialist
Former head of client education at a major brokerage firm, Thaddeus has taught over 2,000 individuals about market fundamentals. He breaks down complex financial concepts into practical strategies that work for everyday investors. His students appreciate his no-nonsense approach to financial planning.
Montgomery Blackwood
Retirement Planning Expert
With 22 years helping Canadians prepare for retirement, Montgomery understands the unique challenges of saving for the future while managing today's expenses. He's helped over 800 families create sustainable retirement strategies and navigates complex topics like RRSPs, TFSAs, and pension optimization.
How Expert-Led Learning Actually Works
We believe financial education should come from people who've actually managed money professionally. Our approach combines real-world experience with practical application, giving you insights you won't find in generic online courses.
Case Study Deep Dives
Each session analyzes real financial situations our instructors have encountered. You'll see how professionals think through complex decisions, from portfolio rebalancing during market volatility to helping families navigate major financial transitions.
Interactive Problem Solving
Rather than passive lectures, our sessions involve working through scenarios together. You'll practice making financial decisions with expert guidance, getting immediate feedback on your reasoning and approach.
Personalized Strategy Sessions
Small group discussions allow instructors to address your specific situation. Whether you're dealing with debt management, investment planning, or retirement preparation, you'll receive tailored guidance based on professional experience.
Industry Insight Sharing
Learn what financial professionals wish they could tell every client. Our instructors share the practical wisdom that comes from years of helping people make better money decisions, including common mistakes and how to avoid them.
Ongoing Support That Goes Beyond the Classroom
Learning about money management doesn't end when the session does. Our instructors provide continued guidance as you implement what you've learned, helping you adapt strategies to your changing circumstances.
- Monthly follow-up sessions to review your progress and adjust strategies
- Access to instructor office hours for specific questions and challenges
- Peer discussion groups moderated by financial professionals
- Updated market insights and how they affect your personal situation
- Resource library of tools and calculators used by industry professionals
- One-on-one consultations for major financial decisions