Let's Start Your Investment Journey

Ready to take control of your financial future? We're here to guide you through every step of building investment literacy that lasts.

Get In Touch

Address
35287 Old Yale Rd
Abbotsford, BC V3G 1L6
Canada
Phone
+1 (418) 840-4571
Office Hours
Monday - Friday: 9:00 AM - 6:00 PM PST
Saturday: 10:00 AM - 2:00 PM PST

Send Us a Message

Investment education consultation meeting with financial planning materials and charts

Your Financial Future Starts Here

Join Canadians who are building lasting investment knowledge through our practical education programs.

Why Reach Out to Us?

We believe every conversation about money matters. Whether you're just starting to think about investing or looking to expand your knowledge, we're here to provide clear, honest guidance tailored to your situation.

Personalized Learning Path

No two investors are the same. We'll discuss your background, goals, and timeline to suggest the most relevant educational approach for you.

Clear Program Information

Get detailed information about our upcoming fall 2025 programs, including schedules, curriculum focus, and what to expect from each learning track.

Questions Answered

From basic investment concepts to specific program details, we're happy to address your questions and concerns in a straightforward conversation.