Learn from Financial Experts
Our experienced instructors bring decades of real-world expertise to guide your family's financial journey. Every lesson is crafted by professionals who understand the unique challenges of managing multi-generational wealth.
Marcus Whitefield
CPA, CFP - 22 Years Experience
Former investment advisor who's helped over 300 Canadian families build sustainable wealth strategies.
Teaching Philosophy That Works
Marcus doesn't just teach theory – he shares real stories from his consulting practice. When he explains tax-sheltered investments, you'll hear about the Hamilton family who saved ,000 in taxes last year. His approach combines practical worksheets with case studies that mirror what you'll actually face.
- Interactive planning sessions with real family scenarios
- Monthly Q&A calls addressing your specific situations
- Templates and tools developed from actual client work
- Focus on Canadian tax implications and regulations
Our Teaching Method
We've discovered that financial education sticks better when it's personal. That's why our instructors use a hands-on approach that connects concepts to your family's actual circumstances.
Assess Your Starting Point
Begin with a family financial audit using our proprietary assessment tools. Marcus reviews each submission personally and provides initial guidance within 72 hours.
Build Core Knowledge
Weekly lessons focus on one financial concept, explained through real Canadian case studies. You'll work through examples that match your family's size and income range.
Apply and Refine
Monthly coaching calls let you discuss your progress and get specific advice. Marcus often invites guest experts – tax attorneys, estate planners, and investment managers from his professional network.
Personalized Guidance Beyond Coursework
What sets our program apart isn't just the curriculum – it's the ongoing relationship you build with Marcus. He becomes your family's financial advisor for the duration of the program, offering insights tailored to your specific goals and challenges.
- Direct email access for urgent financial questions
- Quarterly review sessions to track your progress
- Customized action plans based on your family dynamics
- Referrals to trusted professionals in your area
- Follow-up support six months after program completion
