Master your finances with expert insights on
In this open call with Zael Miransky, we cover practical strategies for Canadian families, from RESP planning and business income strategies to retirement savings and taxation. With expert insights and real member questions, this session provides clear guidance to help you make smarter financial decisions.
WITH Zael Miransky, CFP
n this session, we explore the psychology of investing during a recession—unpacking market cycles, risks, and the opportunities hidden in downturns. From confidence traps to diversification strategies, we learn recession-proof rules to stay grounded, seize opportunities, and build long-term wealth.
WITH TALIA SHEWCHUK, CFA
In this Robert Merton (Nobel Prize winning economist) inspired session, we explore a life-cycle approach, with a focus on how traditional retirement models have failed—especially for women. Through the 3-bucket strategy and four financial life stages, we learn how to plan with clarity, adaptability, and purpose.
WITH TALIA SHEWCHUK, CFA
We explored everything from how the wealthy think about risk, to ETF overlap, homeownership myths, and the identity shift required to build real financial agency. This session was packed with timeless wisdom, practical tools, and supportive insight for anyone ready to grow.
WITH ZAEL Miransky, CFP and Yevgeniya Romanchenko, CFA
In this session we explore how to reclaim our relationship with money by shifting from scarcity to sufficiency. Through story, reflection, and practical exercises, we uncover the deeper truth of abundance, learning that true wealth isn’t about accumulation—but alignment, appreciation, and belonging.
WITH TALIA SHEWCHUK, CFA
This session walks you through everything you wish they taught you about money — from where to begin, to how to build a portfolio that serves you for life. ou’ll walk away with a clear, step-by-step understanding of how to start investing, build a strong portfolio, and take confident control of your financial future.
WITH TALIA SHEWCHUK, CFA
In our first Introduction to Finance session, we explored how to shift the way we think about money, which accounts to prioritize, and what an ETF is. We also touched on basic portfolio theory and answered your questions—laying the foundation for confident, empowered investing.
WITH TALIA SHEWCHUK, CFA
This session dives into the foundations of informed financial decision-making, covering interest rates, credit card debt, and the time value of money. We also explored the growing wealth gap—why it’s happening and how knowledge can empower us to shift our financial future.
WITH TALIA SHEWCHUK, CFA
Sammy Aggarwal breaks down smart tax prep for single moms, covering everything parents need to know to maximize their returns and avoid common pitfalls. This session empowers single parents with the knowledge to take control of their finances with confidence.
WITH TAX SPECIALIST, SAMMY AGGARWAL
Alicia Vogan from Wealthsimple joins us to break down the essentials of saving for retirement, making long-term financial planning feel clear and achievable. This session equips us with practical strategies to build wealth and take control of our financial independence.
WITH ALICIA VOGAN, LEAD ADVISOR WEALTHSIMPLE
This is a deep dive into the fundamentals of investing, covering stocks, bonds, dividends, and basic company valuation. This session equips participants with the knowledge to make informed investment decisions and build long-term financial growth with confidence.
WITH TALIA SHEWCHUK, CFA