Connect With Our Financial Planning Experts
Our specialized team is ready to guide you through your financial education journey. Each department focuses on specific aspects of financial planning fundamentals to provide you with targeted support and expertise.
Our Specialized Departments
Personal Finance Education
Lead Instructor: Marlowe Chen
Budgeting strategies, debt management principles, emergency fund planning, and basic investment concepts. Perfect for those starting their financial literacy journey.
Retirement Planning Studies
Senior Educator: Cassandra Whitfield
RRSP mechanics, pension plan understanding, retirement income calculations, and long-term financial goal setting. Focused on Canadian retirement planning systems.
Tax Planning Education
Program Coordinator: Dmitri Rosewood
Canadian tax system fundamentals, deduction strategies, tax-efficient investing principles, and record-keeping best practices for personal finances.
Investment Education
Research Director: Phoenix Blackwater
Market fundamentals, portfolio theory basics, risk assessment principles, and ethical investing concepts. Educational focus on understanding market mechanics.
Start Your Learning Journey
Tell us about your financial education goals and we'll connect you with the right department. Our next comprehensive program begins in September 2025.