Master Family Investing Together
Build lasting wealth through hands-on learning with experienced mentors. Our comprehensive program guides Canadian families toward financial independence through proven investment strategies.
Start Your Journey
Learn From Seasoned Practitioners
Our instructors bring decades of real-world experience managing family portfolios and building generational wealth.
Kieran Björkman
Twenty-three years managing family trusts and investment portfolios. Started his career at TD Asset Management before founding his own practice in 2009.
Brenna MacLeod
Former CRA specialist who switched sides to help families legally minimize tax burdens. Her workshops have saved clients thousands annually since 2012.
Astrid Kowalski
Third-generation wealth advisor who specializes in seamless wealth transfer. Her family-first approach has guided over 200 Canadian families through succession planning.
Your Learning Path
A structured approach that builds knowledge progressively, allowing families to grow confidence alongside their portfolios.
Foundation Building
Understanding risk tolerance, setting family financial goals, and learning the fundamentals of asset allocation. We start with your current situation and build from there.
Investment Selection
Hands-on practice with ETFs, dividend stocks, and bonds. Learn to analyze financial statements and understand what makes a solid long-term investment.
Tax Optimization
Maximizing RRSPs, TFSAs, and RESPs for your family. Understanding capital gains strategies and income splitting opportunities available to Canadian investors.
Estate & Legacy
Wealth transfer strategies, trust structures, and preparing the next generation. Creating a lasting financial legacy that extends beyond your lifetime.
Flexible Learning Options
Choose the format that works best for your family's schedule and learning preferences.
Weekend Workshops
Interactive Saturday sessions in Saskatoon. Bring the whole family and learn together through practical exercises and real case studies.
Online Modules
Self-paced learning with video tutorials and downloadable resources. Perfect for busy parents who need flexibility in their schedule.
One-on-One Coaching
Personalized guidance tailored to your family's specific financial situation. Monthly calls with your assigned instructor for ongoing support.
Study Groups
Small cohorts of 6-8 families working through the curriculum together. Build lasting relationships with other investing families.
Ready to Begin?
Our next cohort starts September 2025. Early enrollment opens in June with a limited number of families accepted to ensure personalized attention.