For Young Adults

Why would I want to do this program?

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There are many things that we need to learn about managing money as we prepare for our futures. Many of these concepts are not taught in school, and perhaps have not been passed to you by your parents.

We provide a safe environment for you to learn these important concepts and skills. Our program is very hands-on, and delivered one-on-one, allowing you to progress at your own pace, and ask all those questions you have.

Our ultimate goal is to help you Discover Your Potential.

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Topics Covered:

  • Understanding personalities, values and money behaviours
  • Budgeting and tracking money
  • Personal finance: Tax, RRSP, TFSA, RESP… (WIIFM?)
  • Investing
  • Business Finances – financial statements, due diligence
  • Estate planning, trusts, foundations, family meetings