Learn from Industry Veterans
Our financial planning program connects you directly with seasoned professionals who've guided families through decades of market changes.
Each instructor brings 15+ years of real-world experience working with Canadian families, from young professionals to multi-generational wealth builders.
Our Teaching Philosophy
We believe financial education works best when it's personal. That's why our approach centers around small cohorts and direct access to your instructor throughout the program.
- Case Study Immersion: Every lesson uses real scenarios our instructors have encountered, with identifying details changed for privacy.
- Open Office Hours: Weekly one-hour sessions where you can discuss your specific situation and get personalized guidance.
- Peer Learning Circles: Small groups of 6-8 students work through complex planning scenarios together under instructor supervision.
- Progressive Complexity: We start with fundamentals and gradually introduce more sophisticated strategies as your confidence grows.
Meet Your Instructors
Our teaching team combines deep technical expertise with a genuine passion for helping families build financial security. They're not just educators—they're practicing professionals who understand today's challenges.
Marlena Rodriguez
Senior Financial Planner & Program Director
Marlena has guided over 200 Canadian families through major financial decisions. Her specialty is helping dual-income households balance competing priorities like children's education, aging parents, and retirement planning. She's particularly skilled at making complex tax strategies understandable.
Sage Chen
Investment Strategy Specialist
After 18 years managing portfolios for high-net-worth families, Sage brings a practical perspective to investment education. She's seen multiple market cycles and teaches students how to build resilient portfolios. Her approach focuses on understanding risk tolerance through real scenarios rather than abstract questionnaires.
Both instructors maintain active practices and bring current market insights to every session. They're committed to staying accessible throughout your learning journey and beyond.
Schedule a Program Consultation