The Real Story
Back in 2018, three of us were sitting in a Calgary coffee shop trying to explain RRSPs to a friend. She was smart, successful, making good money—but completely lost when it came to investment basics.
That conversation stuck with us. Not because it was unusual, but because it wasn't. Everyone we knew had similar gaps in their financial knowledge, not from lack of intelligence but from lack of accessible information.
So we started hosting small workshops. Then bigger ones. By early 2019, we realized this needed to be more than weekend sessions—it needed to be a real resource for Canadians who wanted straight answers.