Learn from Financial Experts Who've Been There
Our instructors bring decades of real-world experience from Bay Street trading floors to small business ownership. They don't just teach theory—they share the practical wisdom that comes from navigating actual financial challenges.
Meet Your Financial Mentors
Each instructor was carefully selected not just for their credentials, but for their ability to translate complex financial concepts into actionable strategies that work in the real world.
Marcus Thornfield
Senior Financial Strategist
Marcus spent 15 years managing portfolios for high-net-worth clients at RBC Dominion Securities before transitioning to education. His approach focuses on building sustainable financial habits rather than chasing quick returns. He's particularly passionate about helping people understand the psychology behind their spending decisions.
- CFA Charter holder since 2018
- Former VP at major Canadian investment firm
- Published researcher on behavioral finance
- Specialized in risk management strategies
Dr. Elena Vasquez
Personal Finance Educator
Elena brings a unique perspective as both an academic researcher and a small business owner who bootstrapped three successful ventures. She understands the gap between textbook theory and real-world application. Her teaching style is known for making complex topics feel like conversations with a knowledgeable friend.
- PhD in Economics from University of Toronto
- Serial entrepreneur with successful exits
- Regular contributor to Canadian financial media
- Expert in small business financial planning
How We Actually Teach This Stuff
Forget death by PowerPoint. Our instructors use a hands-on approach that starts with your real financial situation and builds practical skills you'll actually use.
Case Study Deep Dives
We work through real scenarios—like planning for a home purchase or dealing with unexpected expenses—using actual numbers and constraints that mirror what you'll face.
Personalized Action Plans
Each student develops their own financial roadmap based on their unique situation, goals, and risk tolerance. No cookie-cutter solutions here.
Tool Mastery
You'll become proficient with the actual software and spreadsheets professionals use, not simplified educational versions that don't translate to real life.
The Three-Phase Learning Journey
Our program follows a proven progression that builds confidence alongside competence. Each phase includes both group learning and individual guidance.
Foundation Building
Months 1-2
Strategy Development
Months 3-4
Advanced Application
Months 5-6
What Expert Guidance Actually Looks Like
This isn't about sitting in lectures and taking notes. Our instructors work alongside you, providing feedback on your actual financial decisions and helping you develop the judgment that comes with experience.
Initial Assessment
We start by understanding your current financial picture, goals, and the specific challenges you're facing. This isn't a generic questionnaire—it's a detailed conversation.
Customized Learning Path
Based on your assessment, we design a learning experience that focuses on the areas most relevant to your situation and goals.
Ongoing Mentorship
Regular check-ins, feedback on your progress, and guidance as you encounter new financial decisions in your real life.
What Our Students Tell Us
- Finally understanding where their money actually goes each month and why
- Developing confidence to negotiate better rates on loans and insurance
- Creating emergency funds that actually work for their lifestyle
- Making investment decisions based on logic rather than fear or hype
- Building systems that make good financial habits automatic
- Knowing when to seek professional help and when to trust their own judgment