Building Wealth Together Starts With One Conversation
Most families I meet want the same thing. They're tired of watching their kids stress about money the way they did. They want something better—a shared approach where everyone learns how investments actually work. Not complicated. Just practical strategies that make sense for real life.
Start Your Family's Journey
Three Things That Actually Matter
After working with families across Toronto for the past eight years, I've noticed patterns. The ones who succeed don't follow complicated formulas. They focus on fundamentals that compound over time.
Everyone Speaks the Same Language
When I sit down with a family, half the battle is getting everyone on the same page. Parents use one set of terms, kids another. We spend time making sure concepts like diversification or compound interest make sense to everyone—including the teenager who'd rather be anywhere else.
Goals That Reflect Reality
Cookie-cutter plans don't work. Some families want to fund education without loans. Others are thinking about multi-generational wealth. We map out what you're actually trying to accomplish, then build portfolios that align with those specific objectives.
Regular Check-Ins That Matter
Markets shift. Lives change. What made sense two years ago might need adjustment now. We meet quarterly—not to sell you something new, but to review what's working and what isn't. These sessions keep families informed and confident about their decisions.
How Families Typically Work With Us
There's no pressure here. Most people start with questions—lots of them. Should we prioritize RESPs or TFSAs? What about teaching our daughter about index funds? How do we balance risk when one spouse is conservative and the other wants growth?
- We meet initially to understand your family's financial picture and what keeps you up at night
- Together we develop a strategy that considers everyone's comfort level with risk and timelines
- You'll get access to straightforward tools that track progress without overwhelming spreadsheets
- Quarterly reviews ensure we're adjusting as needed—life rarely goes exactly as planned
The Dahlberg family started with us in early 2024. They had three kids, conflicting ideas about investing, and honestly, some tension around money. By the end of that year, they'd built a portfolio they all understood and agreed on. More importantly, their two oldest kids now manage their own small investment accounts. That's the kind of progress that matters.
Real Situations From Real Families
These aren't success stories designed to impress you. They're examples of how families navigated specific challenges with practical strategies. Maybe you'll see your own situation reflected here.
The Arnesen Approach
Kjetil and his wife came to us in September 2024 with a problem. Their two adult children had wildly different financial situations. One was drowning in student debt; the other had savings but no direction. Rather than treating them the same, we created separate strategies.
For their son, we focused on debt reduction paired with starting a small TFSA. For their daughter, we built a diversified portfolio that matched her risk tolerance. By early 2025, both kids felt more confident, and the family dynamics around money improved dramatically.
When Plans Need Adjusting
The Viklund family had everything mapped out—until their youngest decided university wasn't for him. Their RESP strategy suddenly didn't fit. We met, reviewed options, and redirected those funds toward a different goal: helping him start a small business while keeping the rest invested for potential future education or other family needs.
Flexibility matters. Investments should serve your life, not the other way around.
Torleif Elgvin
Father of three, Toronto
What I appreciate most is the honesty. They told us when our expectations weren't realistic and helped us adjust our timeline. Now our kids understand why we're investing the way we are, and they're starting to think about their own financial futures.
Let's Figure Out What Makes Sense for Your Family
No sales pitch. No pressure to commit. Just an honest conversation about where you are and where you'd like to be. We'll discuss your specific situation and see if working together makes sense.