Our personal finance education programs make financial topics easier to understand and apply in everyday life. Through clear explanations and practical examples, participants can build confidence when making decisions about saving, investing, insurance, retirement, and other important financial matters.
Financial decisions can feel overwhelming. There are many products, account types, tax rules, and opinions to consider. Therefore, our programs focus on helping participants understand the fundamentals before making important choices.
Practical Personal Finance Education
Personal finance education should be clear, useful, and relevant to real life. Our classes and workshops explain financial concepts in plain language without unnecessary jargon or pressure.
Programs may cover topics such as:
- Budgeting and managing cash flow
- Building an emergency fund
- Understanding credit and debt
- Investing and investment risk
- Mutual funds and exchange-traded funds
- RRSP, TFSA, FHSA, RESP, and RDSP accounts
- Retirement income planning
- CPP and OAS benefits
- Life insurance and financial protection
- Financial planning for families and business owners
Available topics may change as new programs and workshops are introduced.
Learn Before Making Financial Decisions
Understanding how financial products and strategies work can help people ask better questions and make more informed decisions.
For example, participants may learn how registered accounts differ, how investment risk affects potential returns, or how insurance can support a broader financial plan. The objective is not to promote a particular product. Instead, the focus is on building knowledge and improving financial confidence.
Who These Programs Are For
Our personal finance education programs are suitable for individuals, couples, families, community groups, and anyone who wants to strengthen their financial knowledge.
Classes may be offered live online, in person, or through customized workshops for community organizations and other groups. Sessions may also be available in English or Korean, depending on the program.
General Educational Information
All classes and workshops are provided for general educational purposes. The information presented does not replace personalized financial, investment, insurance, tax, legal, or accounting advice.
2026 Schedule
[Online] Understanding RDSPs and Henson Trusts: A Presentation for PATH
An educational presentation for Parents Association for The Hope covering RDSP benefits, government grants and bonds, withdrawal considerations, and the role of Henson Trust planning.
Lunch Talk with Fidelity Canada
An informative lunch talk with Thomas Corey from Fidelity, featuring market insights, investment perspectives, and practical discussion for financial professionals.
[Online] Protecting Families with Child Critical Illness Insurance
An educational presentation exploring how child critical illness insurance may help families manage financial pressure and focus on care during a serious childhood illness.
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