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Learn From Financial Experts

Our comprehensive learning program connects you with seasoned professionals who bring decades of real-world experience to your financial education journey. Starting September 2025, discover personalized guidance that goes beyond textbook theory.

Meet Your Instructors

Each instructor brings unique expertise from different areas of finance, ensuring you get well-rounded perspectives on budget automation, investment strategies, and financial planning.

Portrait of Garrett Pembroke, Senior Financial Strategist

Garrett Pembroke

Senior Financial Strategist

With 15 years at major Canadian banks, Garrett specializes in automated budgeting systems. His approach focuses on practical implementation rather than complex theory. He's helped over 2,000 clients streamline their financial processes through technology-driven solutions.

Brielle Ashworth

Investment Education Specialist

Former portfolio manager turned educator, Brielle breaks down complex investment concepts into digestible lessons. Her teaching method emphasizes understanding market fundamentals before diving into advanced strategies. She's authored three financial literacy guides specifically for Canadian investors.

Portrait of Brielle Ashworth, Investment Education Specialist

Our Teaching Philosophy

We believe financial education should be practical, engaging, and immediately applicable. Our instructors don't just teach concepts—they show you how to implement them in real life, with ongoing mentorship throughout your learning journey.

1

Hands-On Learning

Every lesson includes practical exercises using real financial scenarios. You'll work with actual budgeting tools and automation software during each session.

2

Personal Mentorship

Monthly one-on-one sessions with your assigned instructor ensure you're progressing and can address specific challenges in your financial situation.

3

Progressive Complexity

We start with fundamental concepts and gradually introduce more sophisticated strategies as your confidence and understanding develop over the six-month program.