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About me
We are a team of passionate financial educators dedicated to providing actionable financial education to families across Canada and North America.
Our mission is to empower individuals and businesses with expert knowledge in investment planning, retirement planning, education planning, estate planning, and corporate succession planning, among other key financial areas.
We offer complimentary financial literacy workshops across Canada to help families and corporations make informed financial decisions.
Our goal is to educate 30 million families in North America by 2030—transforming financial futures, one family at a time!