Take Charge of Your Financial Journey
Join our Canada-based investment webinar and gain the tools to grow your wealth with purpose
Who We Are
Building prosperity, one investment at a time
We are a group of financial educators, planners, and analysts committed to financial education across Canada. Our sessions are structured to suit Canadian investors and reflect the real-world challenges and opportunities they face. Our background spans banking, market analysis, wealth planning, and investor psychology, allowing us to present a well-rounded and reliable learning experience.
Who We Are
We are a group of financial educators, planners, and analysts committed to financial education across Canada. Our sessions are structured to suit Canadian investors and reflect the real-world challenges and opportunities they face. Our background spans banking, market analysis, wealth planning, and investor psychology, allowing us to present a well-rounded and reliable learning experience.
Why Choose Us
Invest with a calculated mind, benefit with wealth
Canadian-Specific Expertise:
Focused on local laws, tax-efficient accounts, and Canadian-listed assets
Practical, Real-Life Advice:
Case studies, tools, and examples from everyday investors
Top-Notch Presenters:
Professionals with designations like CPA, CFA, CFP, and decades of market experience
Follow-Up Resources:
Stay supported long after the webinar ends with materials and live office hours
Community-Driven Approach:
Learn alongside other Canadians striving for financial growth
Meet Our Expert Team
Justin Thomas
Chairman & CEO
Marion Osborne
Financial Analyst
Jennifer Graber
Investment Advisor
Keith Burgos
HR Manager