Financial education and workshops
Presentations and workshops that build confidence with money.
Book a consultationConfident decisions start with understanding. We offer practical presentations and workshops, including financial literacy for young people from age 12 to their teens.
Who this is for
Anyone who wants to build confidence with money, from young people aged 12 and up to retirees.
Where it fits
Part of how we help you build your wealth.
Workshop topics
- Financial literacy
- The essentials of managing money, explained in plain language.
- Retirement readiness
- What to think about, and when, as retirement approaches.
- Wealth building
- How to build wealth steadily over time.
- Women and money
- Building financial confidence for women at every stage of life.
- Newcomer financial success
- Getting started with your finances in Canada.
- Small business finance
- Financial basics for entrepreneurs and owners.
- Financial literacy for young people
- Good money habits for ages 12 to the teens.
How we work together
A first conversation
Tell us where you are today and what you want to achieve. Choose the appointment length that suits you.
A plan built around you
We develop a personalized, goal-based strategy, and bring in lawyers, accountants or other professionals when needed.
Guidance as life changes
Goals and circumstances change over time, so we help you keep your plan up to date.
Talk it through with Roshni
Over 26 years of experience in financial services, available in English, French, Mauritian Creole and Hindi.
Common questions
Can young people attend?
Yes. Financial literacy education is offered for young people from age 12 to their teens.
How do I arrange a workshop?
Contact us with the topic you have in mind and who it is for, and we will take it from there.
