Master Family Financial Planning
Learn practical money management strategies that work for real Canadian families. Build confidence in budgeting, investing, and securing your family's financial future.
Start Your JourneyThree Learning Paths
Choose the track that matches your family's current situation and goals. Each path builds practical skills you can use immediately.
Foundation Track
Perfect for families just starting their financial journey. Learn budgeting basics, emergency fund building, and debt management strategies that actually work in real life.
Growth Track
For families ready to build wealth. Covers investment fundamentals, RRSP optimization, RESP planning, and creating multiple income streams while managing family responsibilities.
Legacy Track
Advanced planning for established families. Estate planning, tax optimization, business structures, and comprehensive wealth preservation strategies for the next generation.
Learn from Marcus Chen
After 15 years helping Canadian families navigate everything from mortgage decisions to retirement planning, I've seen what works — and what doesn't. My approach focuses on practical strategies that fit into busy family life.
I started this program because too many families feel overwhelmed by financial advice that sounds great in theory but falls apart when you're juggling school pickups, work deadlines, and unexpected expenses.
What to Expect
Real outcomes from families who've completed our program over the past three years.
Month 1-2: Foundation Building
Sarah and Tom from Calgary started with ,000 in credit card debt and no emergency fund. By week 6, they had created a realistic budget that actually worked with their lifestyle.
Month 6: Investment Confidence
The Martinez family from Montreal had never invested before joining our Growth Track. Six months later, they were confidently managing their own portfolio and had opened RESPs for both kids.
One Year Later: Sustained Growth
Jennifer, a single mom from Vancouver, increased her savings rate from 0% to 18% of her income. More importantly, she felt in control of her finances for the first time in years.