wealth and

financial
freedom

Master your finances with expert insights on

money psychology, investing, ETFs, funds, and everything in between. These sessions break down complex financial concepts, empowering you to build wealth, make informed decisions, and take control of your financial future.

May 18 2025

In our first Introduction to Finance session, we explored how to shift the way we think about money, which accounts to prioritize, and what an ETF is. We also touched on basic portfolio theory and answered your questions—laying the foundation for confident, empowered investing.

WITH TALIA SHEWCHUK, CFA

March 31 2025

This session dives into the foundations of informed financial decision-making, covering interest rates, credit card debt, and the time value of money. We also explored the growing wealth gap—why it’s happening and how knowledge can empower us to shift our financial future.

WITH TALIA SHEWCHUK, CFA

February 10 2025

Drawing from the wisdom of financial planner Peter Mallouk, this session explores the five biggest mistakes investors make and how to avoid them. With expert insights, we learned how to build smarter financial strategies and create lasting wealth.

WITH TALIA SHEWCHUK, CFA

February 5 2025

Sammy Aggarwal breaks down smart tax prep for single moms, covering everything parents need to know to maximize their returns and avoid common pitfalls. This session empowers single parents with the knowledge to take control of their finances with confidence.

WITH TAX SPECIALIST, SAMMY AGGARWAL

JANUARY 25 2025

This session demystifies ETFs, teaching participants how to analyze fund fact sheets and determine if an investment aligns with their portfolio goals. With practical insights, we gained the confidence to make informed, strategic investment decisions.

WITH TALIA SHEWCHUK, CFA

December 16 2024

This session covers the foundations of finance, from retirement planning to money psychology and beyond. With practical insights and mindset shifts, we learned how to build a strong financial future with confidence and clarity.

WITH TALIA SHEWCHUK, CFA

DECEMBER 5 2024

Discover the technique that helped me invest $8K in just six months on a $65K salary. This game-changing session reshapes the way we spend and invest, offering practical strategies to build wealth with intention and confidence.

WITH TALIA SHEWCHUK, CFA

NOVEMBER 7 2024

Alicia Vogan from Wealthsimple joins us to break down the essentials of saving for retirement, making long-term financial planning feel clear and achievable. This session equips us with practical strategies to build wealth and take control of our financial independence.

WITH ALICIA VOGAN, LEAD ADVISOR WEALTHSIMPLE

SEPTEMBER 7 2024

This is a deep dive into the fundamentals of investing, covering stocks, bonds, dividends, and basic company valuation. This session equips participants with the knowledge to make informed investment decisions and build long-term financial growth with confidence.

WITH TALIA SHEWCHUK, CFA

AUGUST 24 2024

This session breaks down the key differences between index funds, mutual funds, and ETFs, helping you understand which investment options align with your goals. We empower you to make informed decisions and build a strong investment strategy.

WITH TALIA SHEWCHUK, CFA