wealth and

financial
freedom

Master your finances with expert insights on

money psychology, investing, ETFs, funds, and everything in between. These sessions break down complex financial concepts, empowering you to build wealth, make informed decisions, and take control of your financial future.

August 18 2025

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

August 16 2025

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

JuLY 27 2025

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

JuLY 10 2025

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

June 15 2025

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

June 6 2025

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

May 18 2025

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

March 31 2025

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

February 10 2025

Drawing from the wisdom of financial planner Peter Mallouk, this session explores the five biggest mistakes investors make and how to avoid them. With expert insights, we learned how to build smarter financial strategies and create lasting wealth.

WITH TALIA SHEWCHUK, CFA

February 5 2025

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

JANUARY 25 2025

This session demystifies ETFs, teaching participants how to analyze fund fact sheets and determine if an investment aligns with their portfolio goals. With practical insights, we gained the confidence to make informed, strategic investment decisions.

WITH TALIA SHEWCHUK, CFA

December 16 2024

This session covers the foundations of finance, from retirement planning to money psychology and beyond. With practical insights and mindset shifts, we learned how to build a strong financial future with confidence and clarity.

WITH TALIA SHEWCHUK, CFA

DECEMBER 5 2024

Discover the technique that helped me invest $8K in just six months on a $65K salary. This game-changing session reshapes the way we spend and invest, offering practical strategies to build wealth with intention and confidence.

WITH TALIA SHEWCHUK, CFA

NOVEMBER 7 2024

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

SEPTEMBER 7 2024

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

AUGUST 24 2024

This session breaks down the key differences between index funds, mutual funds, and ETFs, helping you understand which investment options align with your goals. We empower you to make informed decisions and build a strong investment strategy.

WITH TALIA SHEWCHUK, CFA