Services
Training, development, innovation and consultancy.
Every service starts with the same idea. Take a money topic that feels complicated, explain it simply, and help people act on it.
Workshops and courses.
Sessions run 90 minutes to three hours, or as multi-week courses. Each one covers a single topic and ends with a worksheet you complete on the spot.
Money basics for newcomers: accounts, credit, rent and your first tax return
Credit and debt: how scores work and how to pay balances down
Saving and investing: TFSA, RRSP, FHSA and RESP compared
Retirement readiness: CPP, OAS and turning savings into income
Human capital programs.
For employers, schools and settlement organizations that want their people to be more confident with money and more effective at work.
Financial wellness series for staff, delivered on site or online
Train-the-trainer for settlement and community workers
Personal development: goal setting, habits and career planning
Youth programs for classrooms, camps and after-school groups
Research and publishing.
We study how newcomers, students and families in Canada learn about money, and we turn what we find into material people can use.
Research briefs on financial-literacy gaps in specific communities
Plain-language guides and workbooks
Worksheets, templates and simple calculators
Short videos that explain one idea at a time
One-to-one and project advice.
Sometimes a workshop is not enough. Our advisors work with individuals and organizations on the specific question in front of them.
Personal plan reviews: budget, debt, savings and goals on one page
Program design for organizations starting financial education
Curriculum review for schools and training providers
Project management for community learning initiatives
Formats
Choose how you want to learn.
In person in Ottawa
Small groups, printed worksheets and time to ask questions face to face.
Live online
The same sessions on video, with slides and worksheets sent ahead of time.
At your organization
We come to your workplace, school or community centre and adapt the content to your group.
Planning something for your group?
Tell us who you are working with and what they need to learn. We will suggest a format and a schedule.