A straight path to understanding money that actually makes sense
Back in 2018, we got tired of watching friends make the same investing mistakes over and over. The advice out there was either too complicated or just plain wrong. So we built something different.
Seven years of learning what works and what doesn't when teaching people about money
Three former bank employees sat in a coffee shop in Toronto wondering why investing education felt so inaccessible. We'd all seen clients struggle with terminology that seemed designed to confuse rather than clarify. That conversation turned into our first workshop series.
When the world moved online, we noticed something interesting. People suddenly had time to think about their finances. We shifted our entire approach to digital education and saw participation jump by 400%. Turns out, learning from home works better for most folks.
Not everyone wants live sessions. We built a comprehensive library of resources that people could explore at their own pace. The feedback was immediate and honest, which helped us refine our content to focus on what actually helps rather than what sounds impressive.
We're developing programs for autumn 2025 that bring together everything we've learned. The goal isn't to create more content but to make better connections between what people need to know and how they prefer to learn it.
We organized these by when they usually come up in the learning process
We don't promise you'll get rich. That would be dishonest. What we do promise is clarity about how investing actually works, without the jargon that usually comes with it.
Every lesson we create starts with a real question someone asked us. If we can't explain something in plain language, we don't include it. This means our content library is smaller than competitors, but what's there actually helps.
We're a small team. No executives or board members. Just people who've worked in finance and wanted to explain it better.
Program Director
Spent twelve years at investment firms before realizing she was better at teaching than trading. Builds all our curriculum and answers most of your questions.
Content Lead
Former financial journalist who got frustrated writing about markets in ways nobody understood. Now translates complex concepts into something actually readable.