Building Financial Capability Through Team Development
We work with organizations across Canada to strengthen their teams' understanding of investment fundamentals and financial decision-making. Our approach focuses on practical skills that translate directly to better business outcomes.
Discuss Your Needs
How We Structure Corporate Programs
Most companies come to us because their teams need stronger foundational knowledge about investments and financial planning. We've worked with everyone from small tech startups to established manufacturing firms.
Assessment Phase
We start by understanding what your team already knows and where the gaps exist. This usually takes about two weeks and involves conversations with different department heads.
Custom Development
Based on what we learn, we build content that addresses your specific situation. A retail company needs different examples than a professional services firm.
Flexible Delivery
Sessions can happen on-site, remotely, or in a hybrid format. We typically schedule them during work hours but can adapt to your operational needs.
Who Teaches Your Team
Our instructors bring actual market experience. They've managed portfolios, advised clients through economic downturns, and understand the practical side of financial planning beyond textbook theory.
We don't lecture at people. Sessions are interactive, with real case studies and opportunities for your team to work through scenarios relevant to their roles.
- Investment strategy fundamentals including asset allocation and risk assessment
- Market analysis techniques that help teams spot trends and evaluate opportunities
- Portfolio construction principles adapted for different risk profiles
- Tax-efficient investing strategies relevant to Canadian regulations
- Retirement planning frameworks that employees can apply personally
Ingrid Valkenburg
Senior Investment Educator
Spent 12 years in wealth management before transitioning to education. Specializes in making complex topics accessible.
Siobhan Kehoe
Portfolio Strategy Instructor
Former institutional trader who now focuses on teaching practical investment analysis and market dynamics.
What Organizations Typically Experience
Companies that invest in financial education for their teams often see shifts in how employees approach decisions. Here's what the progression generally looks like, though timing varies based on your starting point.
First Quarter Results
Teams develop a shared vocabulary around financial concepts. Meetings become more productive when everyone understands terms like diversification, risk tolerance, and market volatility without needing constant clarification.
Foundation BuildingSix Month Milestone
Employees start applying investment principles to business decisions. One manufacturing client told us their procurement team began evaluating supplier contracts with better long-term thinking after our sessions.
Practical ApplicationAnnual Review Period
Organizations notice improved financial wellness among staff. When employees understand their own investment options better, they make more confident decisions about retirement planning and personal finance.
Cultural ShiftOngoing Development
Companies that maintain regular training see sustained benefits. Markets change, regulations evolve, and teams need periodic updates to stay current with best practices and emerging trends.
Long-Term Growth